Purchases and Sales Made in Q3 2025 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 2025. 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 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
86KNew |
$2.05M - $2.22M
|
86K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
22.2K+ 65.2% |
$529K - $572K
|
56.3K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 2.81% |
$413K - $446K
|
634K
$16.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.18K+ 49.01% |
$147K - $159K
|
18.8K
$477K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.16K+ 69.59% |
$147K - $159K
|
15K
$381K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.2K+ 8.43% |
$100K - $108K
|
54K
$1.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.87K+ 12.41% |
$92.1K - $99.6K
|
35K
$890K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.96K+ 3.02% |
$46.8K - $50.6K
|
67.1K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
1.7K+ 2.0% |
$40.6K - $43.9K
|
86.9K
$2.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.45K+ 1.0% |
$34.5K - $37.3K
|
146K
$3.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.36K+ 7.82% |
$32.5K - $35.1K
|
18.8K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
781+ 0.94% |
$18.6K - $20.1K
|
84.2K
$2.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
388+ 1.27% |
$9.25K - $10K
|
31K
$787K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$7.15K - $7.73K
|
300
$7.63K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
181+ 0.39% |
$4.31K - $4.66K
|
46.5K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
149+ 0.43% |
$3.55K - $3.84K
|
35.1K
$892K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
134+ 0.32% |
$3.19K - $3.45K
|
42.6K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 2.58% |
$1.41K - $1.52K
|
2.34K
$59.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
59+ 0.65% |
$1.41K - $1.52K
|
9.2K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
37+ 0.3% |
$882 - $953
|
12.2K
$310K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
30+ 0.43% |
$715 - $773
|
6.94K
$176K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.38% |
$47.7 - $51.5
|
524
$13.3K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$23.8 - $25.8
|
6.55K
$167K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-285- 3.38% |
$6.79K - $7.34K
|
8.15K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.22K- 4.92% |
$29.2K - $31.5K
|
23.7K
$601K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.4K- 58.16% |
$33.5K - $36.2K
|
1.01K
$25.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.53K- 4.25% |
$36.4K - $39.4K
|
34.4K
$875K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.89K- 1.05% |
$45.1K - $48.8K
|
178K
$4.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.12K- 24.0% |
$74.4K - $80.4K
|
9.88K
$251K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.15K- 3.52% |
$75.2K - $81.3K
|
86.3K
$2.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-6.07K- 3.48% |
$145K - $156K
|
168K
$4.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-61.6K- 47.39% |
$1.47M - $1.59M
|
68.4K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-200K- 14.02% |
$4.75M - $5.14M
|
1.22M
$31.1M
|