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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
51+ 0.56% |
$1.04K - $1.22K
|
9.14K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-230- 2.53% |
$4.68K - $5.52K
|
8.85K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 22.67% |
$37.1K - $43.7K
|
6.21K
$152K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
81+ 0.18% |
$1.65K - $1.94K
|
46.4K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-150- 0.2% |
$3.05K - $3.6K
|
73.1K
$1.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14KNew |
$23.1K - $27.3K
|
1.14K
$27.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 0.42% |
$204 - $240
|
2.41K
$59K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.93K- 39.52% |
$141K - $166K
|
10.6K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-214K- 13.08% |
$4.36M - $5.14M
|
1.42M
$34.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
453New |
$9.22K - $10.9K
|
453
$11.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-342- 0.26% |
$6.96K - $8.2K
|
130K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34+ 1.51% |
$692 - $815
|
2.28K
$55.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17K- 56.61% |
$346K - $407K
|
13K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.11K+ 6.74% |
$83.7K - $98.6K
|
65.1K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.03% |
$40.7 - $48
|
6.55K
$160K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.49K- 1.91% |
$71.1K - $83.7K
|
179K
$4.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 7.76% |
$904K - $1.06M
|
617K
$15.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.36K- 6.55% |
$27.6K - $32.5K
|
19.4K
$473K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.52KNew |
$174K - $204K
|
8.52K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
60+ 0.14% |
$1.22K - $1.44K
|
42.7K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
150+ 0.43% |
$3.05K - $3.6K
|
35K
$855K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.4KNew |
$904K - $1.06M
|
44.4K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.03K- 5.34% |
$21K - $24.7K
|
18.2K
$446K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
137+ 0.32% |
$2.79K - $3.29K
|
42.5K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.99K- 13.81% |
$102K - $120K
|
31.2K
$762K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.67K- 12.86% |
$74.8K - $88.1K
|
24.9K
$608K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 99.93% |
$30.5K - $35.9K
|
3K
$73.3K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18K+ 3539.57% |
$405K - $440K
|
18.5K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 2.82% |
$32.2K - $35K
|
52.2K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.6K+ 36390.2% |
$418K - $454K
|
18.6K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12KNew |
$270K - $294K
|
12K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
28+ 0.05% |
$631 - $685
|
56.8K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35+ 0.27% |
$788 - $857
|
12.8K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-65- 0.4% |
$1.46K - $1.59K
|
16.1K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.42K- 1.07% |
$99.6K - $108K
|
411K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.4KNew |
$1.27M - $1.38M
|
56.4K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.65K+ 18.17% |
$172K - $187K
|
49.8K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.51K+ 0.98% |
$79K - $85.9K
|
360K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.1K+ 11.56% |
$115K - $125K
|
49.2K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 30.49% |
$2.44M - $2.65M
|
247K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
514+ 8.11% |
$11.6K - $12.6K
|
6.85K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.2K+ 821.79% |
$1.65M - $1.79M
|
82.1K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.02K+ 3.49% |
$67.9K - $73.8K
|
89.3K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.5KNew |
$1.14M - $1.24M
|
50.5K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-465- 6.86% |
$10.5K - $11.4K
|
6.32K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.65K- 7.99% |
$150K - $163K
|
76.5K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
177New |
$3.99K - $4.33K
|
177
$4.33K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.79K- 99.98% |
$130K - $142K
|
1
$24.5
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$260K - $282K
|
11.5K
$282K
|
|