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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.02K+ 200.0% |
$116K - $353K
|
7.53K
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.91K+ 201.39% |
$113K - $345K
|
7.35K
$158K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.64K+ 216.57% |
$107K - $326K
|
6.78K
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
4.37K+ 200.05% |
$101K - $307K
|
6.55K
$141K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.23K+ 200.0% |
$97.5K - $297K
|
6.34K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.19KNew |
$96.7K - $295K
|
4.19K
$90K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.91K+ 165.71% |
$90.3K - $275K
|
6.28K
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.86K+ 199.95% |
$89K - $271K
|
5.79K
$124K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.21K+ 200.5% |
$74.1K - $226K
|
4.81K
$103K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.89KNew |
$66.6K - $203K
|
2.89K
$61.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.49K+ 128.16% |
$57.3K - $175K
|
4.42K
$95K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 200.0% |
$53.3K - $163K
|
3.47K
$74.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2K+ 200.0% |
$46.1K - $141K
|
3K
$64.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.77K+ 175.3% |
$40.8K - $124K
|
2.78K
$59.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.6K+ 200.0% |
$36.8K - $112K
|
2.39K
$51.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 200.13% |
$34.4K - $105K
|
2.23K
$47.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$31.2K - $95.1K
|
1.35K
$29K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 200.0% |
$29.6K - $90.2K
|
1.92K
$41.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.22K+ 200.0% |
$28.1K - $85.6K
|
1.83K
$39.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
938+ 200.0% |
$21.6K - $66K
|
1.41K
$30.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
900+ 200.0% |
$20.8K - $63.3K
|
1.35K
$29K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
880+ 141.94% |
$20.3K - $61.9K
|
1.5K
$32.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
807+ 269.0% |
$18.6K - $56.7K
|
1.11K
$23.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
600+ 200.0% |
$13.8K - $42.2K
|
900
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
380+ 200.0% |
$8.77K - $26.7K
|
570
$12.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
374+ 200.0% |
$8.63K - $26.3K
|
561
$12K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
360New |
$8.31K - $25.3K
|
360
$7.73K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
310+ 200.0% |
$7.15K - $21.8K
|
465
$9.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
306+ 200.0% |
$7.06K - $21.5K
|
459
$9.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
285New |
$6.57K - $20K
|
285
$6.12K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
168New |
$3.88K - $11.8K
|
168
$3.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
154+ 200.0% |
$3.55K - $10.8K
|
231
$4.96K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
149+ 0.48% |
$3.44K - $10.5K
|
31K
$667K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
130New |
$3K - $9.14K
|
130
$2.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57+ 196.55% |
$1.31K - $4.01K
|
86
$1.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 200.0% |
$1.02K - $3.09K
|
66
$1.42K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10+ 200.0% |
$231 - $703
|
15
$322
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.1 - $70.3
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58- 0.49% |
$1.34K - $4.08K
|
11.7K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 11.71% |
$29K - $88.4K
|
9.48K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.63K- 15.46% |
$37.6K - $115K
|
8.91K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.83K- 98.23% |
$65.3K - $199K
|
51
$1.09K
|