SCHWAB FNDMNTL US BRD MR ETF (FNDB) Institutional Shareholders
SCHWAB FNDMNTL US BRD MR ETF (FNDB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $374.64M in FNDB holdings during the latest filing period.
Alphacore Capital Llc is currently the largest disclosed institutional shareholder of FNDB tracked by InsiderSet, reporting ownership valued at approximately $36.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $37.73M, representing an estimated gain of +3.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed FNDB value among the investors covered in this analysis. Major shareholders include Alphacore Capital Llc, Financial Consulate, Inc, Ep Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in SCHWAB FNDMNTL US BRD MR ETF (FNDB).
This page ranks the largest institutional FNDB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
174
Total Reported Value
$374.64M
Largest Holder
Alphacore Capital Llc
Largest Position
$36.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alphacore Capital Llc | 0.67% | 1,202,429 | $36,625,998 | $37,732,222 | +$1,106,224 | +3.02% | |
| Financial Consulate, Inc | 3.66% | 1,078,457 | $32,849,804 | $33,841,981 | +$992,177 | +3.02% | |
| Ep Wealth Advisors, Llc | 0.09% | 739,826 | $22,535,105 | $23,215,740 | +$680,635 | +3.02% | |
| Opes Wealth Management Llc | 3.46% | 744,765 | $20,257,604 | $23,370,726 | +$3,113,122 | +15.37% | |
| Sound Stewardship, Llc | 8.16% | 649,548 | $19,785,239 | $20,382,816 | +$597,577 | +3.02% | |
| Bank Of America Corp | 0.00% | 477,418 | $14,542,152 | $14,981,377 | +$439,225 | +3.02% | |
| Morgan Stanley | 0.00% | 434,811 | $13,244,373 | $13,644,369 | +$399,996 | +3.02% | |
| Raymond James Financial Inc | 0.00% | 305,564 | $9,307,474 | $9,588,598 | +$281,124 | +3.02% | |
| Envestnet Asset Management Inc | 0.00% | 296,599 | $9,034,409 | $9,307,277 | +$272,868 | +3.02% | |
| Sigma Planning Corp | 0.20% | 264,893 | $8,068,643 | $8,312,342 | +$243,699 | +3.02% | |
| Brightwater Advisory Llc | 5.07% | 263,213 | $8,017,480 | $8,259,624 | +$242,144 | +3.02% | |
| Family Capital Management, Inc. | 2.83% | 239,818 | $7,304,856 | $7,525,489 | +$220,633 | +3.02% | |
| Mml Investors Services, Llc | 0.01% | 217,288 | $6,618,585 | $6,818,497 | +$199,912 | +3.02% | |
| Mariner, Llc | 0.01% | 209,903 | $6,393,648 | $6,586,756 | +$193,108 | +3.02% | |
| Kaizen Financial Strategies | 2.40% | 199,338 | $6,077,816 | $6,255,226 | +$177,410 | +2.92% | |
| Osaic Holdings, Inc. | 0.01% | 194,869 | $5,935,790 | $6,114,989 | +$179,199 | +3.02% | |
| Jones Financial Companies Lllp | 0.00% | 182,667 | $5,547,597 | $5,732,090 | +$184,493 | +3.33% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.84% | 175,050 | $5,332,019 | $5,493,069 | +$161,050 | +3.02% | |
| Rossby Financial, Lcc | 0.93% | 166,973 | $5,085,996 | $5,239,613 | +$153,617 | +3.02% | |
| Mezzasalma Advisors, Llc | 0.84% | 145,668 | $4,182,209 | $4,571,062 | +$388,853 | +9.30% | |
| Essential Partners Llc | 1.91% | 136,205 | $4,148,797 | $4,274,113 | +$125,316 | +3.02% | |
| James Investment Research, Inc. | 0.40% | 128,589 | $3,916,829 | $4,035,123 | +$118,294 | +3.02% | |
| Guardian Financial Partners, Llc | 1.50% | 126,188 | $3,843,675 | $3,959,779 | +$116,104 | +3.02% | |
| Aspiring Ventures, Llc | 0.94% | 117,083 | $3,566,348 | $3,674,065 | +$107,717 | +3.02% | |
| Resonant Capital Advisors, Llc | 0.17% | 116,763 | $3,556,613 | $3,664,023 | +$107,410 | +3.02% | |
| Ubs Group Ag | 0.00% | 111,614 | $3,399,762 | $3,502,447 | +$102,685 | +3.02% | |
| Cva Family Office, Llc | 0.29% | 106,892 | $3,255,924 | $3,354,271 | +$98,347 | +3.02% | |
| Lpl Financial Llc | 0.00% | 104,739 | $3,190,348 | $3,286,710 | +$96,362 | +3.02% | |
| Centurion Wealth Management Llc | 0.69% | 95,380 | $2,905,277 | $2,993,024 | +$87,747 | +3.02% | |
| Ameriprise Financial Inc | 0.00% | 91,395 | $2,783,896 | $2,867,975 | +$84,079 | +3.02% | |
| Hhm Wealth Advisors, Llc | 0.27% | 88,708 | $2,702,046 | $2,783,657 | +$81,611 | +3.02% | |
| Red Door Wealth Management, Llc | 0.24% | 86,729 | $2,641,768 | $2,721,556 | +$79,788 | +3.02% | |
| Mai Capital Management | 0.01% | 81,440 | $2,480,674 | $2,555,587 | +$74,913 | +3.02% | |
| Clearstead Advisors, Llc | 0.02% | 80,830 | $2,462,090 | $2,536,445 | +$74,355 | +3.02% | |
| Wealthspire Advisors, Llc | 0.01% | 79,329 | $2,416,362 | $2,489,344 | +$72,982 | +3.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 76,246 | $2,322,450 | $2,392,599 | +$70,149 | +3.02% | |
| Foster Group, Inc. | 0.06% | 75,342 | $2,294,923 | $2,364,232 | +$69,309 | +3.02% | |
| Yoder Wealth Management, Inc. | 0.86% | 72,592 | $2,211,152 | $2,277,937 | +$66,785 | +3.02% | |
| Townsend Asset Management Corp | 0.67% | 69,025 | $2,102,487 | $2,166,005 | +$63,518 | +3.02% | |
| Valmark Advisers, Inc. | 0.02% | 67,630 | $2,060,002 | $2,122,229 | +$62,227 | +3.02% | |
| Nicholas Hoffman & Company, Llc. | 0.04% | 67,258 | $2,048,688 | $2,110,556 | +$61,868 | +3.02% | |
| Quantinno Capital Management Lp | 0.00% | 66,851 | $2,036,288 | $2,097,784 | +$61,496 | +3.02% | |
| Founders Financial Securities Llc | 0.10% | 63,765 | $1,942,282 | $2,000,946 | +$58,664 | +3.02% | |
| Seacrest Wealth Management, Llc | 0.21% | 61,133 | $1,862,104 | $1,918,354 | +$56,250 | +3.02% | |
| Cetera Investment Advisers | 0.00% | 54,938 | $1,673,400 | $1,723,954 | +$50,554 | +3.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 51,538 | $1,582,732 | $1,617,262 | +$34,530 | +2.18% | |
| Brown Brothers Harriman & Co | 0.01% | 51,171 | $1,558,669 | $1,605,746 | +$47,077 | +3.02% | |
| Captrust Financial Advisors | 0.00% | 50,850 | $1,548,890 | $1,595,673 | +$46,783 | +3.02% | |
| Values Added Financial Llc | 0.55% | 49,678 | $1,513,192 | $1,558,896 | +$45,704 | +3.02% | |
| Bip Wealth, Llc | 0.04% | 47,675 | $1,452,169 | $1,496,042 | +$43,873 | +3.02% |
Frequently asked questions about FNDB
Who owns the most FNDB stock?
The largest holders of FNDB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB FNDMNTL US BRD MR ETF (FNDB).
Is FNDB widely held by superinvestors?
Many widely followed stocks like FNDB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FNDB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.