FNDB : Institutional Ownership for Schwab Fundamental Us Broad Market Index

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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

Total Institutions:

Total shares held :

3,542,618

% of shares held :

60.56%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

32,704

% of shares held change :

0.56%

Quarter Price vs. Current Price:

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%

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
Cedar Wealth Management LLC	280	*Closed	2023-12-31	0	$0	-15
Sequoia Financial Advisors LLC	1158	*Closed	2024-03-31	0	$0	-4,791
SNS Financial Group LLC	189	*Closed	2024-03-31	0	$0	-4,326
BB&T CORP	2602	*Closed	2023-12-31	0	$0	-4,007
Planned Solutions Inc.	445	*Closed	2024-03-31	0	$0	-1,535
MODERA WEALTH MANAGEMENT, LLC	612	*Closed	2023-12-31	0	$0	-676,030

6 Records found

Page 1 of 1

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