Purchases and Sales Made in Q3 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 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 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17- 0.14% |
$933 - $1K
|
12.1K
$278K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 5.06% |
$1.37K - $1.47K
|
469
$10.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-32- 0.17% |
$1.76K - $1.89K
|
18.4K
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-35- 0.21% |
$1.92K - $2.06K
|
16.9K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-59- 0.45% |
$3.24K - $3.48K
|
13.2K
$304K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 0.86% |
$5.49K - $5.9K
|
11.6K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-133- 5.51% |
$7.3K - $7.84K
|
2.28K
$52.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-170- 0.39% |
$9.33K - $10K
|
43.7K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-200- 40.0% |
$11K - $11.8K
|
300
$6.92K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-243- 3.01% |
$13.3K - $14.3K
|
7.83K
$180K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-309- 0.5% |
$17K - $18.2K
|
61.5K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-355- 3.63% |
$19.5K - $20.9K
|
9.41K
$217K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-477- 4.1% |
$26.2K - $28.1K
|
11.2K
$257K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-606- 0.13% |
$33.3K - $35.7K
|
468K
$10.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-721- 3.63% |
$39.6K - $42.5K
|
19.1K
$441K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1K- 25.33% |
$54.9K - $59K
|
2.95K
$68K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 4.05% |
$64.8K - $69.6K
|
27.9K
$644K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.34K- 1.94% |
$73.5K - $78.9K
|
67.7K
$1.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.72K- 3.14% |
$94.6K - $102K
|
53.3K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.79K- 9.96% |
$98K - $105K
|
16.1K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.04K- 19.37% |
$112K - $120K
|
8.49K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.55K- 26.43% |
$195K - $209K
|
9.87K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.23K- 23.68% |
$232K - $249K
|
13.6K
$314K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.28K- 21.76% |
$290K - $311K
|
19K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.98K- 31.67% |
$383K - $411K
|
15K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.83K- 59.79% |
$430K - $461K
|
5.26K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.84K- 92.64% |
$431K - $462K
|
623
$14.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 23.66% |
$965K - $1.04M
|
56.7K
$1.31M
|