Purchases and Sales Made in Q3 2023 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 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
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
676K
New
$37.1M - $39.9M
676K $15.6M
Oct 10, 2023 Q3 2023
Systelligence, LLC

BUY
 -
186K
New
$10.2M - $11M
186K $4.28M
Oct 05, 2023 Q3 2023
Guardian Financial Partners, LLC

BUY
 -
83.8K
New
$4.6M - $4.94M
83.8K $1.93M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
64.1K
+ 374.12%
$3.52M - $3.78M
81.2K $1.87M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
31.2K
+ 78.4%
$1.71M - $1.84M
71K $1.64M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
26.3K
+ 152.65%
$1.44M - $1.55M
43.5K $1M
Oct 31, 2023 Q3 2023
Kaizen Financial Strategies

BUY
 -
20K
New
$1.1M - $1.18M
20K $461K
Oct 27, 2023 Q3 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
13.8K
New
$756K - $811K
13.8K $317K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
12K
+ 6.27%
$660K - $709K
204K $4.7M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
10.5K
+ 77.68%
$576K - $618K
24K $553K
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
5.05K
+ 3.16%
$277K - $298K
165K $3.8M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
4.41K
+ 34.95%
$242K - $260K
17K $393K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
4.32K
+ 14.82%
$237K - $255K
33.5K $772K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.31K
New
$237K - $254K
4.31K $99.4K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
4.17K
New
$229K - $246K
4.17K $96.1K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
3.74K
+ 6.63%
$205K - $220K
60.1K $1.38M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
2.88K
+ 30.58%
$158K - $170K
12.3K $283K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
2.84K
+ 20.55%
$156K - $167K
16.6K $383K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.63K
+ 75.15%
$144K - $155K
6.12K $141K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.23K
+ 5056.82%
$122K - $131K
2.27K $52.3K
Oct 31, 2023 Q3 2023
James Investment Research Inc

BUY
 -
1.77K
+ 18.72%
$97.2K - $104K
11.2K $259K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.53K
+ 5.25%
$83.9K - $90.1K
30.7K $707K
Oct 26, 2023 Q3 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
1.21K
+ 0.64%
$66.3K - $71.2K
190K $4.39M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
912
New
$50.1K - $53.8K
912 $21K
Nov 06, 2023 Q3 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
883
+ 18.82%
$48.5K - $52.1K
5.58K $129K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
861
+ 16.22%
$47.3K - $50.8K
6.17K $142K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
510
+ 1.08%
$28K - $30.1K
47.7K $1.1M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
510
+ 0.42%
$28K - $30.1K
123K $2.83M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
301
+ 3.26%
$16.5K - $17.7K
9.52K $219K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
300
New
$16.5K - $17.7K
300 $6.92K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
270
New
$14.8K - $15.9K
270 $6.22K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
254
+ 1.67%
$13.9K - $15K
15.4K $356K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
226
New
$12.4K - $13.3K
226 $5.21K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
124
+ 1.02%
$6.81K - $7.31K
12.3K $283K
Oct 27, 2023 Q3 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
115
+ 0.76%
$6.31K - $6.78K
15.2K $351K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
91
+ 1.57%
$5K - $5.36K
5.87K $135K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
75
+ 0.47%
$4.12K - $4.42K
16K $369K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
66
+ 0.44%
$3.62K - $3.89K
15.1K $349K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
28
+ 0.37%
$1.54K - $1.65K
7.56K $174K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
20
+ 3.43%
$1.1K - $1.18K
603 $13.9K
Oct 24, 2023 Q3 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
18
+ 0.4%
$988 - $1.06K
4.54K $105K
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
15
New
$824 - $884
15 $346
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
8
+ 50.0%
$439 - $472
24 $553
Oct 19, 2023 Q3 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
4
+ 0.01%
$220 - $236
26.9K $620K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
4
+ 0.46%
$220 - $236
867 $20K
Oct 13, 2023 Q3 2023
S.A. Mason LLC

BUY
 -
1
+ 0.05%
$54.9 - $59
2.18K $50.3K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.15%
$54.9 - $59
684 $15.8K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0

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