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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.34K- 2.73% |
$47.7K - $56.1K
|
83.4K
$2.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
158+ 0.32% |
$3.22K - $3.79K
|
49.1K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 0.37% |
$366 - $432
|
4.85K
$118K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
900New |
$18.3K - $21.6K
|
900
$21.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-36- 9.3% |
$733 - $863
|
351
$8.54K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-23K- 67.23% |
$467K - $551K
|
11.2K
$272K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
5.37K+ 7.92% |
$109K - $129K
|
73.2K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.3K+ 12.15% |
$1.51M - $1.78M
|
686K
$16.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.44K+ 22.54% |
$90.3K - $106K
|
24.1K
$587K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.32K- 1.8% |
$47.3K - $55.7K
|
127K
$3.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.76K+ 11.03% |
$199K - $234K
|
98.2K
$2.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-762- 2.43% |
$15.5K - $18.3K
|
30.6K
$744K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.9K+ 28.77% |
$1.12M - $1.32M
|
246K
$5.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.57K- 0.89% |
$31.9K - $37.6K
|
174K
$4.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
67.2K+ 10.59% |
$1.37M - $1.61M
|
702K
$17.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-104- 0.29% |
$2.12K - $2.49K
|
35.9K
$875K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
14.2K+ 71.83% |
$290K - $342K
|
34.1K
$829K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38+ 0.35% |
$774 - $911
|
10.9K
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6.91KNew |
$141K - $166K
|
6.91K
$168K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.39% |
$957 - $1.13K
|
12.2K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.57K+ 1.1% |
$32K - $37.7K
|
145K
$3.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.89K- 17.63% |
$58.8K - $69.3K
|
13.5K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.43% |
$652 - $767
|
7.41K
$180K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22New |
$448 - $528
|
22
$535
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-230- 2.53% |
$4.68K - $5.52K
|
8.85K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
51+ 0.56% |
$1.04K - $1.22K
|
9.14K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-150- 0.2% |
$3.05K - $3.6K
|
73.1K
$1.78M
|
|
|
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
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 22.67% |
$37.1K - $43.7K
|
6.21K
$151K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14KNew |
$23.1K - $27.3K
|
1.14K
$27.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.93K- 39.52% |
$141K - $166K
|
10.6K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 0.42% |
$204 - $240
|
2.41K
$58.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-214K- 13.08% |
$4.36M - $5.14M
|
1.42M
$34.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
453New |
$9.22K - $10.9K
|
453
$11K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34+ 1.51% |
$692 - $815
|
2.28K
$55.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-342- 0.26% |
$6.96K - $8.2K
|
130K
$3.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.49K- 1.91% |
$71.1K - $83.7K
|
179K
$4.37M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.03% |
$40.7 - $48
|
6.55K
$160K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.11K+ 6.74% |
$83.7K - $98.6K
|
65.1K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17K- 56.61% |
$346K - $407K
|
13K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 7.76% |
$904K - $1.06M
|
617K
$15M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
60+ 0.14% |
$1.22K - $1.44K
|
42.7K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.52KNew |
$174K - $204K
|
8.52K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.36K- 6.55% |
$27.6K - $32.5K
|
19.4K
$471K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
150+ 0.43% |
$3.05K - $3.6K
|
35K
$851K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.4KNew |
$904K - $1.06M
|
44.4K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.03K- 5.34% |
$21K - $24.7K
|
18.2K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
137+ 0.32% |
$2.79K - $3.29K
|
42.5K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.99K- 13.81% |
$102K - $120K
|
31.2K
$758K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.67K- 12.86% |
$74.8K - $88.1K
|
24.9K
$606K
|