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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
12.7K+ 200.0% |
$293K - $893K
|
19K
$458K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
360New |
$8.31K - $25.3K
|
360
$8.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.6K+ 200.0% |
$36.8K - $112K
|
2.39K
$57.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.55K+ 200.96% |
$197K - $601K
|
12.8K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
62.7K+ 157.51% |
$1.45M - $4.41M
|
103K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
34.4K+ 174.29% |
$793K - $2.42M
|
54.1K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
38K+ 202.54% |
$877K - $2.67M
|
56.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
81.6K+ 220.15% |
$1.88M - $5.74M
|
119K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
385K+ 1284.93% |
$8.88M - $27.1M
|
415K
$9.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.63K- 15.46% |
$37.6K - $115K
|
8.91K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
385K+ 201.05% |
$8.88M - $27.1M
|
576K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.7K+ 257.26% |
$362K - $1.1M
|
21.8K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 197.23% |
$247K - $752K
|
16.1K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
241K+ 210.52% |
$5.55M - $16.9M
|
355K
$8.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28K+ 197.87% |
$645K - $1.97M
|
42.1K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.93K+ 193.91% |
$137K - $417K
|
8.98K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
13.5K+ 217.41% |
$312K - $952K
|
19.8K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
51.8KNew |
$1.2M - $3.64M
|
51.8K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
900+ 200.0% |
$20.8K - $63.3K
|
1.35K
$32.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 11.71% |
$29K - $88.4K
|
9.48K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.89KNew |
$136K - $414K
|
5.89K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
250K+ 233.51% |
$5.76M - $17.5M
|
356K
$8.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
14.5KNew |
$334K - $1.02M
|
14.5K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.02K+ 200.0% |
$116K - $353K
|
7.53K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55.1K+ 196.0% |
$1.27M - $3.87M
|
83.2K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
380+ 200.0% |
$8.77K - $26.7K
|
570
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16.3K+ 478.03% |
$376K - $1.14M
|
19.7K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 200.0% |
$29.6K - $90.2K
|
1.92K
$46.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59K+ 216.12% |
$1.36M - $4.15M
|
86.3K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.83K- 98.23% |
$65.3K - $199K
|
51
$1.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.8K+ 239.9% |
$826K - $2.52M
|
50.7K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.72K+ 198.57% |
$224K - $684K
|
14.6K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.9K+ 137.52% |
$690K - $2.1M
|
51.6K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34.1K+ 200.0% |
$787K - $2.4M
|
51.2K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.17KNew |
$211K - $644K
|
9.17K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.86K+ 199.95% |
$89K - $271K
|
5.79K
$139K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$304K - $928K
|
13.2K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 200.0% |
$1.02K - $3.09K
|
66
$1.59K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
33.9K+ 189.22% |
$782K - $2.38M
|
51.8K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.1 - $70.3
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 160.2% |
$2.72M - $8.29M
|
191K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.0% |
$676K - $2.06M
|
43.9K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
18.7K+ 200.0% |
$431K - $1.31M
|
28K
$673K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
600+ 200.0% |
$13.8K - $42.2K
|
900
$21.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$31.2K - $95.1K
|
1.35K
$32.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60.2K+ 313.55% |
$1.39M - $4.23M
|
79.4K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.23K+ 200.0% |
$97.5K - $297K
|
6.34K
$152K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
285New |
$6.57K - $20K
|
285
$6.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
13.5K+ 218.13% |
$310K - $946K
|
19.6K
$472K
|