Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
262+ 0.43% |
$5.9K - $6.41K
|
61K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
208+ 0.49% |
$4.68K - $5.09K
|
42.4K
$979K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
177New |
$3.99K - $4.33K
|
177
$4.09K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
150+ 0.43% |
$3.38K - $3.67K
|
34.8K
$805K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
136New |
$3.06K - $3.33K
|
136
$3.14K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
135+ 0.16% |
$3.04K - $3.3K
|
85.2K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
80+ 0.17% |
$1.8K - $1.96K
|
46.3K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
61+ 0.07% |
$1.37K - $1.49K
|
86.7K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
60+ 0.14% |
$1.35K - $1.47K
|
42.7K
$987K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36+ 0.33% |
$811 - $881
|
10.9K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35+ 0.27% |
$788 - $857
|
12.8K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.44% |
$721 - $783
|
7.38K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
28+ 0.05% |
$631 - $685
|
56.8K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.76% |
$383 - $416
|
2.25K
$52K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 0.35% |
$383 - $416
|
4.83K
$112K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$22.5 - $24.5
|
6.55K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26- 0.18% |
$586 - $636
|
14.6K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-35- 26.92% |
$788 - $857
|
95
$2.2K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-65- 0.4% |
$1.46K - $1.59K
|
16.1K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-70- 0.99% |
$1.58K - $1.71K
|
6.98K
$161K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-144- 1.58% |
$3.24K - $3.53K
|
8.94K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-191- 3.24% |
$4.3K - $4.68K
|
5.7K
$132K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-196- 2.18% |
$4.41K - $4.8K
|
8.79K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-300- 0.25% |
$6.76K - $7.34K
|
121K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-315- 0.68% |
$7.09K - $7.71K
|
45.8K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-324- 0.27% |
$7.3K - $7.93K
|
118K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-465- 6.86% |
$10.5K - $11.4K
|
6.32K
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-704- 0.37% |
$15.9K - $17.2K
|
191K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-885- 62.9% |
$19.9K - $21.7K
|
522
$12.1K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1K- 33.33% |
$22.5K - $24.5K
|
2K
$46.2K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.4K- 3.73% |
$31.4K - $34.1K
|
36K
$833K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.57K- 6.49% |
$35.2K - $38.3K
|
22.5K
$521K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.57K- 4.16% |
$35.4K - $38.4K
|
36.1K
$836K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.61K- 57.84% |
$36.1K - $39.3K
|
1.17K
$27.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.61K- 8.48% |
$36.3K - $39.5K
|
17.4K
$403K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.8K- 6.91% |
$40.4K - $43.9K
|
24.2K
$559K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.06K- 1.12% |
$46.5K - $50.5K
|
183K
$4.23M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.11K- 12.63% |
$47.5K - $51.6K
|
14.6K
$337K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 8.05% |
$56.3K - $61.2K
|
28.6K
$660K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.54K- 1.93% |
$57.2K - $62.2K
|
129K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.58K- 2.6% |
$58.1K - $63.2K
|
96.7K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.77K- 15.72% |
$62.3K - $67.7K
|
14.8K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.87K- 14.9% |
$64.7K - $70.3K
|
16.4K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.1K- 4.06% |
$69.8K - $75.9K
|
73.2K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.29K- 10.34% |
$74.2K - $80.6K
|
28.6K
$660K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.36K- 23.59% |
$75.7K - $82.3K
|
10.9K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.48K- 15.3% |
$78.3K - $85.1K
|
19.3K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-3.6K- 6.94% |
$81K - $88.1K
|
48.2K
$1.11M
|