Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
186KNew |
$8.86M - $10.3M
|
186K
$4.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.6K+ 74.09% |
$4.14M - $4.83M
|
204K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
40.8K+ 9.42% |
$1.95M - $2.27M
|
474K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.8K+ 13.44% |
$1.42M - $1.66M
|
251K
$6.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
27.9KNew |
$1.33M - $1.55M
|
27.9K
$709K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24.5KNew |
$1.17M - $1.37M
|
24.5K
$623K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
14.9K+ 203.76% |
$713K - $832K
|
22.2K
$565K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 21.5% |
$647K - $755K
|
76.6K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.1KNew |
$579K - $676K
|
12.1K
$308K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.1KNew |
$576K - $673K
|
12.1K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.68K+ 133.89% |
$463K - $540K
|
16.9K
$430K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.83K+ 4.82% |
$422K - $492K
|
192K
$4.88M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.45KNew |
$404K - $471K
|
8.45K
$215K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.88KNew |
$376K - $439K
|
7.88K
$200K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
6.6KNew |
$315K - $368K
|
6.6K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.4K+ 91.4% |
$306K - $357K
|
13.4K
$341K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.47KNew |
$261K - $305K
|
5.47K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5.27KNew |
$252K - $294K
|
5.27K
$134K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.15KNew |
$246K - $287K
|
5.15K
$131K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.68K+ 4.4% |
$224K - $261K
|
111K
$2.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
4.33KNew |
$207K - $241K
|
4.33K
$110K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.05KNew |
$193K - $225K
|
4.05K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.83K+ 12.97% |
$183K - $213K
|
33.3K
$847K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.51KNew |
$120K - $140K
|
2.51K
$63.8K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
2.18KNew |
$104K - $121K
|
2.18K
$55.4K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
2.07K+ 43.37% |
$99K - $115K
|
6.85K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.9KNew |
$90.5K - $106K
|
1.9K
$48.2K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.45K+ 0.31% |
$69.1K - $80.6K
|
474K
$12M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.3K+ 0.9% |
$62.1K - $72.5K
|
147K
$3.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3KNew |
$62.1K - $72.4K
|
1.3K
$33K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.22K+ 28.04% |
$58.3K - $68K
|
5.57K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04K+ 6.76% |
$49.7K - $58K
|
16.4K
$418K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
800+ 48.81% |
$38.2K - $44.6K
|
2.44K
$62K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
790+ 7.47% |
$37.7K - $44K
|
11.4K
$289K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
397New |
$19K - $22.1K
|
397
$10.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
373+ 0.84% |
$17.8K - $20.8K
|
44.7K
$1.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
250+ 1.56% |
$11.9K - $13.9K
|
16.2K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
235New |
$11.2K - $13.1K
|
235
$5.97K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
229+ 2.77% |
$10.9K - $12.8K
|
8.51K
$216K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
184New |
$8.79K - $10.3K
|
184
$4.68K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
107New |
$5.11K - $5.96K
|
107
$2.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
86+ 0.55% |
$4.11K - $4.79K
|
15.8K
$401K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
85+ 0.76% |
$4.06K - $4.74K
|
11.3K
$286K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
60+ 0.09% |
$2.87K - $3.34K
|
64.2K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.56% |
$1.58K - $1.84K
|
5.94K
$151K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
29+ 6.24% |
$1.39K - $1.62K
|
494
$12.6K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 4.24% |
$1.05K - $1.23K
|
541
$13.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
21+ 0.47% |
$1K - $1.17K
|
4.49K
$114K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14New |
$669 - $780
|
14
$356
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
11+ 0.08% |
$525 - $613
|
13.4K
$340K
|