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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
563+ 2.94% |
$36.1K - $39.6K
|
19.7K
$473K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.85K+ 515.73% |
$183K - $201K
|
3.41K
$81.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
345+ 1.28% |
$22.1K - $24.3K
|
27.3K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-278- 6.13% |
$17.8K - $19.6K
|
4.26K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.66K- 20.57% |
$107K - $117K
|
6.42K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 1.33% |
$186K - $204K
|
221K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 3.57% |
$64.2 - $70.4
|
29
$695
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.59K+ 22.53% |
$102K - $112K
|
8.65K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.43K- 5.76% |
$156K - $171K
|
39.8K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
600+ 26.32% |
$38.5K - $42.2K
|
2.88K
$69K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.1K+ 62.82% |
$2.83M - $3.1M
|
114K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
946+ 23.96% |
$60.7K - $66.6K
|
4.9K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.84K- 6.13% |
$118K - $129K
|
28.1K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.23K+ 218.57% |
$464K - $509K
|
10.5K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 29.01% |
$142K - $156K
|
5.42K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
70+ 70.0% |
$4.49K - $4.93K
|
170
$4.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 19.93% |
$1.14M - $1.25M
|
107K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
384+ 1.3% |
$24.6K - $27K
|
30K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
120+ 24.0% |
$7.7K - $8.44K
|
620
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
190New |
$12.2K - $13.4K
|
190
$4.55K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$64.2 - $70.4
|
1
$24
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
783+ 7.15% |
$50.2K - $55.1K
|
11.7K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.54K+ 20.54% |
$163K - $179K
|
14.9K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.94KNew |
$124K - $136K
|
1.94K
$46.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.19K+ 55.94% |
$141K - $154K
|
6.11K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.65K+ 162.79% |
$427K - $468K
|
10.7K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
763+ 13.23% |
$49K - $53.7K
|
6.53K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.04K- 17.91% |
$66.5K - $72.9K
|
4.75K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-881- 0.19% |
$56.5K - $62K
|
458K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-577- 15.88% |
$37K - $40.6K
|
3.06K
$73.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
134+ 0.88% |
$8.6K - $9.43K
|
15.3K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.2K- 13.34% |
$334K - $366K
|
33.8K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
110+ 17.6% |
$7.06K - $7.74K
|
735
$17.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.61K+ 32.55% |
$232K - $254K
|
14.7K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-27- 1.24% |
$1.73K - $1.9K
|
2.14K
$51.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-998- 4.39% |
$64K - $70.2K
|
21.7K
$521K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
798New |
$51.2K - $56.2K
|
798
$19.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 1.75% |
$92.6K - $102K
|
83.7K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2New |
$128 - $141
|
2
$47.9
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.6KNew |
$103K - $113K
|
1.6K
$38.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
19+ 0.1% |
$1.22K - $1.34K
|
18.8K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.09K+ 5.89% |
$263K - $288K
|
73.6K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
35+ 0.76% |
$2.25K - $2.46K
|
4.63K
$111K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.35K+ 9.92% |
$215K - $235K
|
37.1K
$888K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.54KNew |
$291K - $319K
|
4.54K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
3.21K+ 1.62% |
$206K - $226K
|
201K
$4.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 0.87% |
$1.35K - $1.48K
|
2.44K
$58.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 0.31% |
$2.76K - $3.03K
|
14K
$336K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25+ 0.51% |
$1.6K - $1.76K
|
4.89K
$117K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-5.89K- 8.53% |
$378K - $415K
|
63.2K
$1.51M
|