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Public ownership evidence

Schwab Fundamental U.S. Broad Market ETF (FNDB) Ownership Disclosures

Read FNDB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2038,956$1,186,593None
Beacon Pointe Advisors, LLC2026-06-302026-08-1926,743$814,599None
Equitable Holdings, Inc.2026-06-302026-08-1811,329$345,081None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15285$8,681None
Modern Wealth Management, LLC2026-06-302026-08-1519,800$603,108None
Milestone Investment Advisors LLC2026-06-302026-08-1530,303$923,030None
Ameritas Advisory Services, LLC2026-06-302026-08-1510,077$306,935None
IFG Advisory, LLC2026-06-302026-08-15571$17,381None
OSAIC HOLDINGS, INC.2026-06-302026-08-15117,729$3,586,025None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,371$437,750None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,051$428,005None
OSAIC HOLDINGS, INC.2026-06-302026-08-1548,718$1,484,010None
QUADRANT CAPITAL GROUP LLC2026-06-302026-08-1543,944$1,338,534None
Orion Porfolio Solutions, LLC2026-06-302026-08-158,295$252,666None
Chevy Chase Trust Holdings, LLC2026-06-302026-08-1510,208$310,936None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1544,066$1,342,250None
Ancora Advisors LLC2026-06-302026-08-151,350$41,121None
Waverly Advisors, LLC2026-06-302026-08-1512,734$387,890None
BROWN ADVISORY INC2026-06-302026-08-156,840$208,346None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15182,667$5,547,597None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1591,395$2,783,896None
MAI Capital Management2026-06-302026-08-1581,440$2,480,674None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1545,158$1,375,509None
ROYAL BANK OF CANADA2026-06-302026-08-151,350$41,000None
ROYAL BANK OF CANADA2026-06-302026-08-1512,130$369,000None
Larson Financial Group LLC2026-06-302026-08-154,045$123,200None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1541,472$1,263,238None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15176,252$5,368,644None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15129,312$3,938,830None
COZAD ASSET MANAGEMENT INC2026-06-302026-08-1524,872$757,596None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$45None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15375,564$11,439,679None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15101,854$3,102,473None
GSG Advisors LLC2026-06-302026-08-1439,253$1,195,644None
Quantinno Capital Management LP2026-06-302026-08-1466,851$2,036,288None
Rockefeller Capital Management L.P.2026-06-302026-08-144,650$141,639None
Front Row Advisors LLC2026-06-302026-08-1466$2,088None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1414,264$434,481None
UBS Group AG2026-06-302026-08-14111,614$3,399,762None
Mariner, LLC2026-06-302026-08-14209,903$6,393,648None
Creative Planning2026-06-302026-08-1447,647$1,451,342None
SFMG, LLC2026-06-302026-08-1427,996$852,758None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1412,818$390,436None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-145$152None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-141,276$39,000None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1450,850$1,548,890None
MORGAN STANLEY2026-06-302026-08-14377$11,483None
MORGAN STANLEY2026-06-302026-08-141,394$42,461None
MORGAN STANLEY2026-06-302026-08-141$34None
MORGAN STANLEY2026-06-302026-08-14433,039$13,190,395None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Equitable Holdings, Inc. ↗Murphy & Mullick Capital Management Corp ↗Modern Wealth Management, LLC ↗Milestone Investment Advisors LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.