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 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.2K- 13.34% |
$334K - $366K
|
33.8K
$779K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-5.58K- 4.95% |
$358K - $393K
|
107K
$2.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-5.89K- 8.53% |
$378K - $415K
|
63.2K
$1.46M
|