Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28.2K+ 194.59% |
$649K - $1.98M
|
42.6K
$915K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
28.1K+ 201.04% |
$649K - $1.98M
|
42.1K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28K+ 197.87% |
$645K - $1.97M
|
42.1K
$904K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
25.3K+ 199.14% |
$583K - $1.78M
|
38K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$582K - $1.78M
|
37.9K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
25.1K+ 200.0% |
$580K - $1.77M
|
37.7K
$810K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
24.4K+ 185.98% |
$562K - $1.71M
|
37.4K
$804K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23.1K+ 200.0% |
$533K - $1.62M
|
34.7K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.7KNew |
$524K - $1.6M
|
22.7K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21.1K+ 197.26% |
$488K - $1.49M
|
31.8K
$684K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20.4K+ 192.32% |
$471K - $1.44M
|
31.1K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
18.7K+ 200.0% |
$431K - $1.31M
|
28K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
18.6K+ 162.94% |
$428K - $1.3M
|
29.9K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.2K+ 187.99% |
$419K - $1.28M
|
27.8K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
17.3K+ 200.0% |
$399K - $1.22M
|
26K
$557K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.6K+ 220.85% |
$383K - $1.17M
|
24.1K
$517K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.4K+ 200.0% |
$378K - $1.15M
|
24.6K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16.3K+ 478.03% |
$376K - $1.14M
|
19.7K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.7K+ 257.26% |
$362K - $1.1M
|
21.8K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
14.5KNew |
$334K - $1.02M
|
14.5K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
13.5K+ 217.41% |
$312K - $952K
|
19.8K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
13.5K+ 218.13% |
$310K - $946K
|
19.6K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$306K - $934K
|
13.3K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$304K - $928K
|
13.2K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
12.8K+ 200.0% |
$296K - $903K
|
19.3K
$414K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
12.7K+ 200.0% |
$293K - $893K
|
19K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
12.6K+ 272.65% |
$291K - $887K
|
17.2K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.8K+ 241.62% |
$272K - $830K
|
16.7K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
11.7K+ 200.0% |
$270K - $822K
|
17.5K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.6K+ 193.87% |
$268K - $816K
|
17.6K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.2K+ 200.0% |
$257K - $784K
|
16.7K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11K+ 199.98% |
$255K - $777K
|
16.6K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 197.23% |
$247K - $752K
|
16.1K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 200.0% |
$235K - $715K
|
15.3K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.72K+ 198.57% |
$224K - $684K
|
14.6K
$314K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.49K+ 200.0% |
$219K - $668K
|
14.2K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.17KNew |
$211K - $644K
|
9.17K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.55K+ 200.96% |
$197K - $601K
|
12.8K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.52K+ 200.0% |
$197K - $599K
|
12.8K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.91K+ 201.22% |
$183K - $557K
|
11.8K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.24K+ 200.0% |
$167K - $509K
|
10.9K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.6K+ 200.0% |
$152K - $464K
|
9.9K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6.06K+ 200.0% |
$140K - $426K
|
9.09K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.93K+ 193.91% |
$137K - $417K
|
8.98K
$193K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.9K+ 199.97% |
$136K - $415K
|
8.84K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.89KNew |
$136K - $414K
|
5.89K
$126K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.62K+ 200.0% |
$130K - $395K
|
8.43K
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.6K+ 761.63% |
$129K - $394K
|
6.33K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 200.91% |
$128K - $390K
|
8.31K
$178K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.51K+ 357.13% |
$127K - $387K
|
7.05K
$151K
|