Quarterly Transactions Made in Schwab Fundamental U S Broad M (FNDB)
This table provides information about the institutional ownership of Schwab Fundamental U S Broad M (FNDB). The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S BROAD M.
Shares Purchased
Shares Sold
| Quarter | Buy | Sell | Net Activity | |||||
|---|---|---|---|---|---|---|---|---|
| New Holding | Increment | Total Shares Bought | Closed Position | Reduction | Total Shares Sold | |||
| Q3 2022 | 270,738 | 37,832 | 308,570 | 276,309 | 547 | 276,856 | 31,714 | |
| Q4 2022 | 228,953 | 318,179 | 547,132 | 223,317 | 0 | 223,317 | 323,815 | |
| Q1 2023 | 78,425 | 131,377 | 209,802 | 197,512 | 0 | 197,512 | 12,290 | |
| Q2 2023 | 39,446 | 128,785 | 168,231 | 320,865 | 0 | 320,865 | -152,634 | |
| Q3 2023 | 180,541 | 995,899 | 1,176,440 | 65,823 | 0 | 65,823 | 1,110,617 | |
| Q4 2023 | 166,857 | 625,519 | 792,376 | 89,721 | 0 | 89,721 | 702,655 | |
| Q1 2024 | 289,748 | 44,447 | 334,195 | 76,913 | 0 | 76,913 | 257,282 | |
| Q2 2024 | 116,157 | 142,831 | 258,988 | 347,116 | 2,281 | 349,397 | -90,409 | |
| Q3 2024 | 198,413 | 55,269 | 253,682 | 75,707 | 0 | 75,707 | 177,975 | |
| Q4 2024 | 7,700,421 | 681,782 | 8,382,203 | 11,511 | 1 | 11,512 | 8,370,691 | |
| Q1 2025 | 436,662 | 338,762 | 775,424 | 438,778 | 0 | 438,778 | 336,646 | |
| Q2 2025 | 2,084,470 | 137,364 | 2,221,834 | 650,375 | 0 | 650,375 | 1,571,459 | |
| Q3 2025 | 66,517 | 86,273 | 152,790 | 279,827 | 0 | 279,827 | -127,037 | |