SCHWAB FUNDAMENTAL U S BROAD M (FNDB): Institutional Ownership
Hedge funds and institutional managers reporting a position in FNDB. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
3
13F filers
Aggregate Value
$2.1M
Across holders
Last Price
$30.37
2026-06-26
Sector
GICS
Holder activity1 new0 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 49K | $1.3M | 62.4% | 0.0% | Reduced | $-177K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 32K | $762K | 35.8% | 0.0% | New | — | Q2 2025 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 1K | $37K | 1.7% | 0.0% | Unchanged | +$0 | Q1 2026 |