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 $332.40M 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 $33.44M in its March 31, 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 $38.10M, representing an estimated gain of +13.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed FNDB value among the investors covered in this analysis. Major shareholders include Alphacore Capital Llc, Financial Consulate, Inc, Opes Wealth Management 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
173
Total Reported Value
$332.40M
Largest Holder
Alphacore Capital Llc
Largest Position
$33.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alphacore Capital Llc | 0.79% | 1,229,297 | $33,436,872 | $38,095,914 | +$4,659,042 | +13.93% | |
| Financial Consulate, Inc | 3.66% | 1,078,457 | $32,849,804 | $33,421,382 | +$571,578 | +1.74% | |
| Opes Wealth Management Llc | 3.46% | 744,765 | $20,257,604 | $23,080,267 | +$2,822,663 | +13.93% | |
| Sound Stewardship, Llc | 8.16% | 649,548 | $19,785,239 | $20,129,493 | +$344,254 | +1.74% | |
| Hightower Advisors, Llc | 0.02% | 654,061 | $17,790,455 | $20,269,350 | +$2,478,895 | +13.93% | |
| Morgan Stanley | 0.00% | 439,558 | $11,955,999 | $13,621,902 | +$1,665,903 | +13.93% | |
| Bank Of America Corp | 0.00% | 434,810 | $11,826,832 | $13,474,762 | +$1,647,930 | +13.93% | |
| Raymond James Financial Inc | 0.00% | 301,002 | $8,187,257 | $9,328,052 | +$1,140,795 | +13.93% | |
| Envestnet Asset Management Inc | 0.00% | 277,770 | $7,555,356 | $8,608,092 | +$1,052,736 | +13.93% | |
| Brightwater Advisory Llc | 4.91% | 272,813 | $7,420,507 | $8,454,475 | +$1,033,968 | +13.93% | |
| Family Capital Management, Inc. | 2.83% | 239,818 | $7,304,856 | $7,431,960 | +$127,104 | +1.74% | |
| Kaizen Financial Strategies | 2.40% | 199,338 | $6,077,816 | $6,177,485 | +$99,669 | +1.64% | |
| Mariner, Llc | 0.01% | 200,960 | $5,466,113 | $6,227,750 | +$761,637 | +13.93% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.84% | 175,050 | $5,332,019 | $5,424,800 | +$92,781 | +1.74% | |
| Mml Investors Services, Llc | 0.01% | 171,607 | $4,667,723 | $5,318,101 | +$650,378 | +13.93% | |
| Clearstead Advisors, Llc | 0.04% | 168,947 | $4,595,345 | $5,235,668 | +$640,323 | +13.93% | |
| Rossby Financial, Lcc | 0.96% | 168,076 | $4,581,744 | $5,208,675 | +$626,931 | +13.68% | |
| James Investment Research, Inc. | 0.40% | 128,589 | $3,916,829 | $3,984,973 | +$68,144 | +1.74% | |
| Guardian Financial Partners, Llc | 1.50% | 126,188 | $3,843,675 | $3,910,566 | +$66,891 | +1.74% | |
| Jones Financial Companies Lllp | 0.00% | 139,320 | $3,724,024 | $4,317,527 | +$593,503 | +15.94% | |
| Mezzasalma Advisors, Llc | 0.95% | 144,099 | $3,717,114 | $4,465,628 | +$748,514 | +20.14% | |
| Resonant Capital Advisors, Llc | 0.17% | 116,763 | $3,556,613 | $3,618,485 | +$61,872 | +1.74% | |
| Aspiring Ventures, Llc | 1.07% | 119,290 | $3,244,688 | $3,696,797 | +$452,109 | +13.93% | |
| Ubs Group Ag | 0.00% | 116,058 | $3,156,778 | $3,596,637 | +$439,859 | +13.93% | |
| Cva Family Office, Llc | 0.32% | 110,391 | $3,002,640 | $3,421,017 | +$418,377 | +13.93% | |
| Centurion Wealth Management Llc | 0.69% | 95,380 | $2,905,277 | $2,955,826 | +$50,549 | +1.74% | |
| Susquehanna International Group, Llp | 0.00% | 104,714 | $2,848,220 | $3,245,087 | +$396,867 | +13.93% | |
| Lpl Financial Llc | 0.00% | 104,473 | $2,841,673 | $3,237,618 | +$395,945 | +13.93% | |
| Hhm Wealth Advisors, Llc | 0.27% | 88,708 | $2,702,046 | $2,749,061 | +$47,015 | +1.74% | |
| Red Door Wealth Management, Llc | 0.24% | 86,729 | $2,641,768 | $2,687,732 | +$45,964 | +1.74% | |
| Ameriprise Financial Inc | 0.00% | 87,475 | $2,379,329 | $2,710,850 | +$331,521 | +13.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 76,246 | $2,322,450 | $2,362,864 | +$40,414 | +1.74% | |
| Foster Group, Inc. | 0.06% | 75,342 | $2,294,923 | $2,334,849 | +$39,926 | +1.74% | |
| Mai Capital Management | 0.01% | 82,760 | $2,251,059 | $2,564,732 | +$313,673 | +13.93% | |
| Yoder Wealth Management, Inc. | 0.86% | 72,592 | $2,211,152 | $2,249,626 | +$38,474 | +1.74% | |
| Wealthspire Advisors, Llc | 0.02% | 79,329 | $2,157,749 | $2,458,406 | +$300,657 | +13.93% | |
| Osaic Holdings, Inc. | 0.00% | 78,018 | $2,122,160 | $2,417,778 | +$295,618 | +13.93% | |
| Townsend Asset Management Corp | 0.67% | 69,025 | $2,102,487 | $2,139,085 | +$36,598 | +1.74% | |
| Founders Financial Securities Llc | 0.10% | 63,765 | $1,942,282 | $1,976,077 | +$33,795 | +1.74% | |
| Seacrest Wealth Management, Llc | 0.21% | 61,133 | $1,862,104 | $1,894,512 | +$32,408 | +1.74% | |
| Nicholas Hoffman & Company, Llc. | 0.04% | 66,252 | $1,802,057 | $2,053,149 | +$251,092 | +13.93% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 51,538 | $1,582,732 | $1,597,163 | +$14,431 | +0.91% | |
| Values Added Financial Llc | 0.55% | 49,678 | $1,513,192 | $1,539,521 | +$26,329 | +1.74% | |
| Cetera Investment Advisers | 0.00% | 53,529 | $1,455,980 | $1,658,864 | +$202,884 | +13.93% | |
| Creative Planning | 0.00% | 53,438 | $1,453,514 | $1,656,044 | +$202,530 | +13.93% | |
| Corient Private Wealth Llc | 0.00% | 57,710 | $1,448,537 | $1,788,433 | +$339,896 | +23.46% | |
| Valmark Advisers, Inc. | 0.02% | 52,246 | $1,421,093 | $1,619,104 | +$198,011 | +13.93% | |
| Captrust Financial Advisors | 0.00% | 51,566 | $1,402,594 | $1,598,030 | +$195,436 | +13.93% | |
| Brown Brothers Harriman & Co | 0.01% | 51,171 | $1,391,851 | $1,585,789 | +$193,938 | +13.93% | |
| Cornerstone Financial Group, Llc | 0.89% | 47,276 | $1,389,444 | $1,465,083 | +$75,639 | +5.44% |
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.