Purchases and Sales Made in Q1 2023 in Schwab Fundamental U S Broad M (FNDB)
This table provides information about the institutional ownership of Schwab Fundamental U S Broad M (FNDB) during Q1 2023. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S BROAD M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6- 0.25% |
$310 - $342
|
2.42K
$55.7K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-14- 0.07% |
$724 - $797
|
19.2K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-21- 95.45% |
$1.09K - $1.2K
|
1
$23.1
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35- 0.15% |
$1.81K - $1.99K
|
23.6K
$544K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-70- 0.6% |
$3.62K - $3.99K
|
11.6K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-78- 1.38% |
$4.03K - $4.44K
|
5.58K
$129K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-88- 1.03% |
$4.55K - $5.01K
|
8.42K
$194K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-210- 1.37% |
$10.9K - $12K
|
15.1K
$349K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-350- 5.06% |
$18.1K - $19.9K
|
6.57K
$151K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-370- 3.71% |
$19.1K - $21.1K
|
9.59K
$221K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-385- 0.86% |
$19.9K - $21.9K
|
44.4K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-500- 11.11% |
$25.9K - $28.5K
|
4K
$92.2K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-676- 0.88% |
$34.9K - $38.5K
|
75.9K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-821- 7.6% |
$42.4K - $46.7K
|
9.98K
$230K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 0.56% |
$56K - $61.7K
|
191K
$4.4M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.13K- 6.86% |
$58.3K - $64.2K
|
15.3K
$353K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.45K- 0.31% |
$74.8K - $82.3K
|
472K
$10.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.4K- 3.74% |
$124K - $137K
|
61.8K
$1.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.46K- 4.35% |
$127K - $140K
|
54.1K
$1.25M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.98K- 0.63% |
$154K - $170K
|
471K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.67K- 2.26% |
$293K - $323K
|
245K
$5.66M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.81K- 92.41% |
$404K - $445K
|
641
$14.8K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.87K- 24.4% |
$407K - $448K
|
24.4K
$562K
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-9.27K- 8.91% |
$479K - $528K
|
94.7K
$2.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.7K- 42.74% |
$657K - $724K
|
17K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.6K- 47.09% |
$1.06M - $1.17M
|
23.1K
$532K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118K- 57.76% |
$6.08M - $6.7M
|
86K
$1.98M
|