Purchases and Sales Made in Q3 2022 in Schwab Fundamental U S Broad M (FNDB)

FNDB Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental U S Broad M (FNDB) during Q3 2022. 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
Nov 14, 2022 Q3 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
136K
+ 45.98%
$6.43M - $7.65M
433K $9.98M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
38.8K
+ 57.43%
$1.83M - $2.18M
106K $2.45M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
34.4K
+ 41.62%
$1.62M - $1.93M
117K $2.7M
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
21.3K
New
$1M - $1.2M
21.3K $491K
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

BUY
 -
16.5K
+ 31.68%
$776K - $924K
68.4K $1.58M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
16.4K
New
$771K - $918K
16.4K $377K
Oct 14, 2022 Q3 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
8.15K
+ 51.18%
$384K - $457K
24.1K $555K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
7.66K
+ 163.93%
$361K - $430K
12.3K $284K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
6.68K
+ 3.78%
$315K - $375K
183K $4.22M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
4.46K
+ 72.9%
$210K - $250K
10.6K $244K
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
2.22K
+ 44.14%
$104K - $124K
7.23K $167K
Oct 31, 2022 Q3 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
2.17K
+ 1.51%
$102K - $121K
145K $3.35M
Oct 31, 2022 Q3 2022
James Investment Research Inc

BUY
 -
1.83K
+ 62.1%
$86.2K - $103K
4.78K $110K
Oct 24, 2022 Q3 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
1.62K
+ 6.81%
$76.2K - $90.7K
25.4K $585K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.55K
+ 3.99%
$73.2K - $87.1K
40.5K $933K
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
1.38K
+ 18.1%
$64.9K - $77.3K
8.99K $207K
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.21K
+ 25.85%
$57.2K - $68.1K
5.91K $136K
Nov 10, 2022 Q3 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
1.08K
+ 148.36%
$51K - $60.8K
1.81K $41.8K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
848
+ 2.27%
$40K - $47.6K
38.3K $882K
Oct 11, 2022 Q3 2022
Pflug Koory, LLC

BUY
 -
245
+ 111.36%
$11.5K - $13.7K
465 $10.7K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
210
+ 1.65%
$9.9K - $11.8K
12.9K $298K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
171
New
$8.06K - $9.59K
171 $3.94K
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
120
+ 1.22%
$5.66K - $6.73K
9.96K $230K
Nov 02, 2022 Q3 2022
Townsend Asset Management Corp

BUY
 -
108
+ 0.16%
$5.09K - $6.06K
66.8K $1.54M
Oct 13, 2022 Q3 2022
Foster Group, Inc.

BUY
 -
88
+ 0.55%
$4.15K - $4.94K
16K $369K
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
87
+ 0.56%
$4.1K - $4.88K
15.7K $362K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
71
+ 0.64%
$3.35K - $3.98K
11.2K $257K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
55
+ 3.47%
$2.59K - $3.09K
1.64K $37.8K
Oct 13, 2022 Q3 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
21
+ 0.47%
$990 - $1.18K
4.47K $103K
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
21
+ 4.22%
$990 - $1.18K
519 $12K
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
8
+ 0.06%
$377 - $449
13.4K $308K
Nov 10, 2022 Q3 2022
Baystate Wealth Management LLC

BUY
 -
5
+ 0.59%
$236 - $281
850 $19.6K
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

BUY
 -
1
+ 0.01%
$47.1 - $56.1
8.28K $191K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
+ 0.04%
$47.1 - $56.1
2.42K $55.8K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.15%
$47.1 - $56.1
680 $15.7K
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
1
+ 0.01%
$47.1 - $56.1
11.9K $275K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 20, 2022 Q3 2022
Sfmg, LLC

SELL
 -
-84
- 0.75%
$3.96K - $4.71K
11.1K $255K
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

SELL
 -
-161
- 1.26%
$7.59K - $9.03K
12.6K $291K
Oct 31, 2022 Q3 2022
Leonard Rickey Investment Advisors P.L.L.C.

SELL
 -
-228
- 0.35%
$10.7K - $12.8K
64.1K $1.48M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-276
- 1.67%
$13K - $15.5K
16.2K $374K
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-337
- 0.75%
$15.9K - $18.9K
44.4K $1.02M
Oct 13, 2022 Q3 2022
Retirement Planning Group

SELL
 -
-473
- 3.8%
$22.3K - $26.5K
12K $276K
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
SELL
 -
-532
- 4.97%
$25.1K - $29.9K
10.2K $234K
Oct 12, 2022 Q3 2022
Kozak & Associates, Inc.

Highlands Ranch, CO
SELL
 -
-547
Closed
$25.8K - $30.7K
0 $0
Oct 18, 2022 Q3 2022
Allworth Financial LP

SELL
 -
-614
- 67.18%
$28.9K - $34.5K
300 $6.92K
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-650
- 11.79%
$30.6K - $36.5K
4.86K $112K
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-741
- 4.44%
$34.9K - $41.6K
16K $368K
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-943
- 11.87%
$44.4K - $52.9K
7K $161K

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