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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
114+ 0.75% |
$7.32K - $8.02K
|
15.4K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
110+ 17.6% |
$7.06K - $7.74K
|
735
$17.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
101+ 0.72% |
$6.48K - $7.11K
|
14.1K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
77New |
$4.94K - $5.42K
|
77
$1.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
70+ 70.0% |
$4.49K - $4.93K
|
170
$4.12K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
66+ 0.89% |
$4.24K - $4.64K
|
7.51K
$182K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.31% |
$2.76K - $3.03K
|
14K
$339K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
35+ 0.76% |
$2.25K - $2.46K
|
4.63K
$112K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26+ 0.67% |
$1.67K - $1.83K
|
3.93K
$95.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25+ 0.51% |
$1.6K - $1.76K
|
4.89K
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 0.87% |
$1.35K - $1.48K
|
2.44K
$59.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
19+ 0.1% |
$1.22K - $1.34K
|
18.8K
$455K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
15+ 0.06% |
$963 - $1.06K
|
25.7K
$624K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6+ 0.19% |
$385 - $422
|
3.24K
$78.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.68% |
$321 - $352
|
744
$18K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$257 - $281
|
12.7K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3+ 0.03% |
$193 - $211
|
11.4K
$276K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2New |
$128 - $141
|
2
$48.5
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$64.2 - $70.4
|
1
$24.2
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 3.57% |
$64.2 - $70.4
|
29
$703
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.05% |
$64.2 - $70.4
|
2.18K
$52.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-27- 1.24% |
$1.73K - $1.9K
|
2.14K
$51.9K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-73- 0.78% |
$4.68K - $5.14K
|
9.33K
$226K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-116- 0.24% |
$7.44K - $8.16K
|
48.8K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-147- 0.51% |
$9.43K - $10.3K
|
28.6K
$693K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-255- 0.41% |
$16.4K - $17.9K
|
62.1K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-270- 21.13% |
$17.3K - $19K
|
1.01K
$24.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-278- 6.13% |
$17.8K - $19.6K
|
4.26K
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-308- 2.13% |
$19.8K - $21.7K
|
14.1K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-315- 2.01% |
$20.2K - $22.2K
|
15.4K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-327- 3.83% |
$21K - $23K
|
8.2K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-410- 6.41% |
$26.3K - $28.9K
|
5.99K
$145K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-443- 0.36% |
$28.4K - $31.2K
|
123K
$2.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-469- 1.68% |
$30.1K - $33K
|
27.4K
$664K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-504- 4.96% |
$32.3K - $35.5K
|
9.67K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-577- 15.88% |
$37K - $40.6K
|
3.06K
$74K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-860- 7.43% |
$55.2K - $60.5K
|
10.7K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-881- 0.19% |
$56.5K - $62K
|
458K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-998- 4.39% |
$64K - $70.2K
|
21.7K
$527K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-998- 4.39% |
$64K - $70.2K
|
21.7K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.04K- 17.91% |
$66.5K - $72.9K
|
4.75K
$115K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.1K- 5.78% |
$70.6K - $77.4K
|
17.9K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.66K- 20.57% |
$107K - $117K
|
6.42K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.84K- 6.13% |
$118K - $129K
|
28.1K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 29.01% |
$142K - $156K
|
5.42K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.43K- 5.76% |
$156K - $171K
|
39.8K
$965K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.44K- 4.46% |
$157K - $172K
|
52.2K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.92K- 38.18% |
$251K - $276K
|
6.35K
$154K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.85K- 67.25% |
$311K - $341K
|
2.36K
$57.2K
|