Purchases and Sales Made in Q3 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.16K- 20.11% |
$54.7K - $65.1K
|
4.61K
$106K
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.23K- 1.07% |
$57.7K - $68.7K
|
113K
$2.61M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.55K- 11.54% |
$72.8K - $86.7K
|
11.8K
$273K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-1.95K- 29.92% |
$91.9K - $109K
|
4.57K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.15K- 12.22% |
$101K - $120K
|
15.4K
$355K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.59K- 32.14% |
$122K - $145K
|
5.47K
$126K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.79K- 9.67% |
$132K - $157K
|
26.1K
$602K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.48K- 12.6% |
$305K - $364K
|
44.9K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.99K- 21.76% |
$424K - $504K
|
32.3K
$745K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.1K- 76.42% |
$664K - $791K
|
4.35K
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.8K- 11.44% |
$884K - $1.05M
|
145K
$3.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-19.1K- 23.29% |
$902K - $1.07M
|
63K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-190K- 46.25% |
$8.97M - $10.7M
|
221K
$5.1M
|