§ EQUITY
USDFNDB
SCHWAB FNDMNTL US BRD MR ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| AlphaCore Capital LLC | 1.2M | 0.8% | −6% |
| FINANCIAL CONSULATE, INC | 1.0M | 3.5% | +2% |
| Opes Wealth Management LLC | 745K | 3.3% | +1% |
| HighTower Advisors, LLC | 654K | 0.0% | −7% |
| Sound Stewardship, LLC | 640K | 8.0% | +1% |
| Morgan Stanley IM | 439K | 0.0% | −45% |
◇ AC INTELLIGENCE
Top institutional owners for FNDB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER88.6% · 149 holders
DEALER / BANK9.8% · 14 holders
QUALITY / COMPOUNDER0.9% · 3 holders
SYSTEMATIC / QUANT0.4% · 1 holder
INCOME / DEFENSIVE0.2% · 2 holders
PASSIVE / INDEX0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FNDB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FNDB yet.