Who Owns SCHWAB FNDMNTL US BRD MR ETF (FNDB)? -- Institutional Holders (2026-06-30)

186 institutions reported holding $389.2M of SCHWAB FNDMNTL US BRD MR ETF (FNDB) in SEC 13F filings for 2026-06-30. Largest institutional holders: AlphaCore Capital LLC ($36.6M), FINANCIAL CONSULATE, INC ($32.8M), EP Wealth Advisors, LLC ($22.5M), Sound Stewardship, LLC ($19.8M), Cambridge Investment Research Advisors, Inc. ($18.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AlphaCore Capital LLC	$36.6M	1.2M	Trimmed
2	FINANCIAL CONSULATE, INC	$32.8M	1.1M	Added
3	EP Wealth Advisors, LLC	$22.5M	739,826	Added
4	Sound Stewardship, LLC	$19.8M	649,548	Added
5	Cambridge Investment Research Advisors, Inc.	$18.6M	611,731	Added
6	HighTower Advisors, LLC	$16.7M	548,150	Trimmed
7	BANK OF AMERICA CORP /DE/	$14.5M	477,418	Added
8	MORGAN STANLEY	$13.2M	434,811	Trimmed
9	RAYMOND JAMES FINANCIAL INC	$9.3M	305,564	Added
10	ENVESTNET ASSET MANAGEMENT INC	$9.0M	296,599	Added
11	Sigma Planning Corp	$8.1M	264,893	New
12	Brightwater Advisory LLC	$8.0M	263,213	Trimmed
13	Family Capital Management, Inc.	$7.3M	239,818	Added
14	MML INVESTORS SERVICES, LLC	$6.6M	217,288	Added
15	Mariner, LLC	$6.4M	209,903	Added
16	Kaizen Financial Strategies	$6.1M	199,338	Added
17	OSAIC HOLDINGS, INC.	$5.9M	194,869	Added
18	JONES FINANCIAL COMPANIES LLLP	$5.5M	182,667	Added
19	Leonard Rickey Investment Advisors P.L.L.C.	$5.3M	175,050	Trimmed
20	Rossby Financial, LCC	$5.1M	166,973	Trimmed
21	Mezzasalma Advisors, LLC	$4.2M	145,668	Added
22	Essential Partners LLC	$4.1M	136,205	Added
23	JAMES INVESTMENT RESEARCH, INC.	$3.9M	128,589	Added
24	Guardian Financial Partners, LLC	$3.8M	126,188	Trimmed
25	Aspiring Ventures, LLC	$3.6M	117,083	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30