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Get Institutions for : 
Schwab Fundamental Us Broad Market Index (FNDB)  
$65.41 0.02 (0.03%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 122    9
Total shares held : 
 3,542,618  
% of shares held : 
 60.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   24  
Amount of shares held : 
 32,704  
% of shares held change : 
   0.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $54.71  
Last Quarter's Ending Price : 
 $61.10  
Last Quarter's Average Price : 
 $56.75  
Change from last quarter's     
avg. price to the last closing  : 
8.66 (15.26%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 595,184
 16.8%
 
Increased Positions :
46
 183,289
 5.17%
 
Unchanged Positions :
32
 194,230
 5.48%
 
Decreased Positions :
31
-65,417
-1.85%
 
Closed Positions :
4
-680,352
-19.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MARINER WEALTH ADVISORS, LLC 1740 *New 2023-12-31 10,886 $665,000 10,886
   Chicago Partners Investment Group LLC 463 *New 2024-03-31 7,343 $470,000 7,343
   CWM LLC 1160 *New 2024-03-31 7,016 $465,000 7,016
   QUANTITATIVE ADVANTAGE LLC 105 *New 2023-03-31 6,022 $326,000 6,022
   MISSION WEALTH MANAGEMENT LLC 505 *New 2024-03-31 4,827 $320,000 4,827
   JustInvest LLC 1291 *New 2024-03-31 4,262 $282,000 4,262
   STIFEL FINANCIAL CORP 2933 *New 2023-12-31 4,115 $251,000 4,115
   Integrated Wealth Concepts LLC 1447 *New 2023-12-31 3,281 $200,000 3,281
   Atlantic Trust Group LLC 1295 *New 2024-03-31 1,930 $127,000 1,930
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1734 *New 2023-12-31 1,841 $112,000 1,841
   SILVER OAK SECURITIES Inc 436 *New 2024-03-31 896 $59,000 896
   Coston McIsaac & Partners 349 *New 2024-03-31 187 $12,000 187
   Glass Jacobson Investment Advisors llc 556 *New 2024-03-31 157 $10,000 157
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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