Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.1K+ 62.82% |
$2.83M - $3.1M
|
114K
$2.64M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.9KNew |
$1.98M - $2.17M
|
30.9K
$712K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.8K+ 16.98% |
$1.78M - $1.96M
|
191K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 19.93% |
$1.14M - $1.25M
|
107K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.7K+ 200.0% |
$942K - $1.03M
|
22K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.23K+ 218.57% |
$464K - $509K
|
10.5K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.65K+ 162.79% |
$427K - $468K
|
10.7K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.85KNew |
$375K - $411K
|
5.85K
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.88K+ 59.32% |
$313K - $343K
|
13.1K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.7KNew |
$302K - $331K
|
4.7K
$108K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.54KNew |
$291K - $319K
|
4.54K
$105K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
4.44K+ 0.81% |
$285K - $312K
|
554K
$12.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.09K+ 5.89% |
$263K - $288K
|
73.6K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.61K+ 32.55% |
$232K - $254K
|
14.7K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.35K+ 9.92% |
$215K - $235K
|
37.1K
$854K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
3.21K+ 1.62% |
$206K - $226K
|
201K
$4.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3KNew |
$192K - $211K
|
3K
$69K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 1.33% |
$186K - $204K
|
221K
$5.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.85K+ 515.73% |
$183K - $201K
|
3.41K
$78.5K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
2.75K+ 11.34% |
$176K - $193K
|
26.9K
$621K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.74K+ 78.34% |
$176K - $192K
|
6.23K
$144K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.7K+ 27.34% |
$173K - $190K
|
12.6K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.54K+ 20.54% |
$163K - $179K
|
14.9K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.41K+ 8.25% |
$155K - $170K
|
31.6K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.19K+ 55.94% |
$141K - $154K
|
6.11K
$141K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.15K+ 1.1% |
$138K - $151K
|
198K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.94KNew |
$124K - $136K
|
1.94K
$44.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.88K+ 10.54% |
$120K - $132K
|
19.7K
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.6KNew |
$103K - $113K
|
1.6K
$36.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.59K+ 22.53% |
$102K - $112K
|
8.65K
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$98.5K - $108K
|
1.54K
$35.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 1.75% |
$92.6K - $102K
|
83.7K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.39K+ 0.82% |
$88.9K - $97.5K
|
171K
$3.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.13K+ 8.47% |
$72.5K - $79.5K
|
14.5K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
946+ 23.96% |
$60.7K - $66.6K
|
4.9K
$113K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
891+ 6.23% |
$57.2K - $62.7K
|
15.2K
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
798New |
$51.2K - $56.2K
|
798
$18.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
783+ 7.15% |
$50.2K - $55.1K
|
11.7K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
763+ 13.23% |
$49K - $53.7K
|
6.53K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
600+ 26.32% |
$38.5K - $42.2K
|
2.88K
$66.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
563+ 2.94% |
$36.1K - $39.6K
|
19.7K
$455K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
473+ 2.26% |
$30.4K - $33.3K
|
21.4K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
389+ 33.74% |
$25K - $27.4K
|
1.54K
$35.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
384+ 1.3% |
$24.6K - $27K
|
30K
$691K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
345+ 1.28% |
$22.1K - $24.3K
|
27.3K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
190New |
$12.2K - $13.4K
|
190
$4.38K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
175+ 0.34% |
$11.2K - $12.3K
|
51K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
134+ 0.88% |
$8.6K - $9.43K
|
15.3K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126+ 0.54% |
$8.09K - $8.87K
|
23.3K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
120+ 24.0% |
$7.7K - $8.44K
|
620
$14.3K
|