Latest Institutional Transactions on Schwab Fundamental U S Broad M (FNDB)
This table provides information on the latest institutional transactions involving Schwab Fundamental U S Broad M (FNDB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
126+ 0.69% |
$3K - $3.25K
|
18.3K
$466K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
11.8K+ 16.11% |
$281K - $304K
|
85K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
17+ 0.42% |
$405 - $438
|
4.04K
$103K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
484+ 2.5% |
$11.5K - $12.5K
|
19.8K
$504K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-58- 1.2% |
$1.38K - $1.49K
|
4.79K
$122K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.14K- 0.9% |
$27.2K - $29.5K
|
126K
$3.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 2.54% |
$26.8K - $29K
|
45.5K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-640- 0.65% |
$15.3K - $16.5K
|
97.6K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.16K+ 17.24% |
$99.1K - $107K
|
28.3K
$719K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.21K- 3.31% |
$76.4K - $82.6K
|
93.5K
$2.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.19KNew |
$195K - $211K
|
8.19K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.36K+ 7.82% |
$32.5K - $35.1K
|
18.8K
$478K
|
|
|
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 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
22.2K+ 65.2% |
$529K - $572K
|
56.3K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
1.7K+ 2.0% |
$40.6K - $43.9K
|
86.9K
$2.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
388+ 1.27% |
$9.25K - $10K
|
31K
$787K
|
|
|
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
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.16K+ 69.59% |
$147K - $159K
|
15K
$381K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
37+ 0.3% |
$882 - $953
|
12.2K
$310K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
781+ 0.94% |
$18.6K - $20.1K
|
84.2K
$2.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
181+ 0.39% |
$4.31K - $4.66K
|
46.5K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-285- 3.38% |
$6.79K - $7.34K
|
8.15K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.38% |
$47.7 - $51.5
|
524
$13.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 2.58% |
$1.41K - $1.52K
|
2.34K
$59.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
134+ 0.32% |
$3.19K - $3.45K
|
42.6K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-200K- 14.02% |
$4.75M - $5.14M
|
1.22M
$31.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
30+ 0.43% |
$715 - $773
|
6.94K
$176K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$7.15K - $7.73K
|
300
$7.63K
|
|
|
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 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-61.6K- 47.39% |
$1.47M - $1.59M
|
68.4K
$1.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.45K+ 1.0% |
$34.5K - $37.3K
|
146K
$3.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.2K+ 8.43% |
$100K - $108K
|
54K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.96K+ 3.02% |
$46.8K - $50.6K
|
67.1K
$1.71M
|
|
|
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 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 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.18K+ 49.01% |
$147K - $159K
|
18.8K
$477K
|
|
|
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
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$23.8 - $25.8
|
6.55K
$167K
|
|
|
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 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
86KNew |
$2.05M - $2.22M
|
86K
$2.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.12K- 24.0% |
$74.4K - $80.4K
|
9.88K
$251K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
149+ 0.43% |
$3.55K - $3.84K
|
35.1K
$892K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.87K+ 12.41% |
$92.1K - $99.6K
|
35K
$890K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-91.5K- 65.1% |
$1.86M - $2.19M
|
49.1K
$1.25M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.92K+ 9.88% |
$100K - $118K
|
54.7K
$1.39M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
786+ 4.07% |
$16K - $18.8K
|
20.1K
$511K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-413- 6.54% |
$8.41K - $9.9K
|
5.9K
$150K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.1K+ 5.87% |
$430K - $506K
|
381K
$9.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
623+ 6.8% |
$12.7K - $14.9K
|
9.79K
$249K
|
|