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 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.52K+ 200.0% |
$197K - $599K
|
12.8K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.91K+ 201.39% |
$113K - $345K
|
7.35K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.4K+ 199.96% |
$679K - $2.07M
|
44.1K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
154+ 200.0% |
$3.55K - $10.8K
|
231
$5.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
880+ 141.94% |
$20.3K - $61.9K
|
1.5K
$36.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 200.13% |
$34.4K - $105K
|
2.23K
$54.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.6K+ 200.0% |
$152K - $464K
|
9.9K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58- 0.49% |
$1.34K - $4.08K
|
11.7K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.22K+ 200.0% |
$28.1K - $85.6K
|
1.83K
$44.4K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
446K+ 202.06% |
$10.3M - $31.3M
|
666K
$16.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$306K - $934K
|
13.3K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 200.91% |
$128K - $390K
|
8.31K
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 200.0% |
$53.3K - $163K
|
3.47K
$84.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
24.4K+ 185.98% |
$562K - $1.71M
|
37.4K
$910K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
92.4K+ 181.15% |
$2.13M - $6.5M
|
143K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20.4K+ 192.32% |
$471K - $1.44M
|
31.1K
$755K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
420KNew |
$9.69M - $29.5M
|
420K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.6K+ 761.63% |
$129K - $394K
|
6.33K
$154K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.49K+ 128.16% |
$57.3K - $175K
|
4.42K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.21K+ 200.5% |
$74.1K - $226K
|
4.81K
$117K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
17.3K+ 200.0% |
$399K - $1.22M
|
26K
$631K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
306+ 200.0% |
$7.06K - $21.5K
|
459
$11.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.77K+ 175.3% |
$40.8K - $124K
|
2.78K
$67.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.62K+ 200.0% |
$130K - $395K
|
8.43K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
196K+ 182.69% |
$4.52M - $13.8M
|
303K
$7.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
25.3K+ 199.14% |
$583K - $1.78M
|
38K
$923K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.2K+ 200.0% |
$1.09M - $3.32M
|
70.7K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
896K+ 195.77% |
$20.7M - $63M
|
1.35M
$32.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32.4K+ 164.91% |
$748K - $2.28M
|
52.1K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
12.6K+ 272.65% |
$291K - $887K
|
17.2K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
260K+ 129.02% |
$5.99M - $18.3M
|
461K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
149+ 0.48% |
$3.44K - $10.5K
|
31K
$755K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
130New |
$3K - $9.14K
|
130
$3.16K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
1.09M+ 196.45% |
$25.1M - $76.5M
|
1.64M
$39.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11K+ 199.98% |
$255K - $777K
|
16.6K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
12.8K+ 200.0% |
$296K - $903K
|
19.3K
$468K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.19KNew |
$96.7K - $295K
|
4.19K
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
41.6K+ 273.82% |
$960K - $2.93M
|
56.8K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
807+ 269.0% |
$18.6K - $56.7K
|
1.11K
$26.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
348K+ 204.23% |
$8.03M - $24.5M
|
519K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
41.1K+ 874.0% |
$948K - $2.89M
|
45.8K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.7KNew |
$524K - $1.6M
|
22.7K
$553K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.51K+ 357.13% |
$127K - $387K
|
7.05K
$171K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
58.1K+ 215.8% |
$1.34M - $4.09M
|
85.1K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21.1K+ 197.26% |
$488K - $1.49M
|
31.8K
$774K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
93.2K+ 191.1% |
$2.15M - $6.56M
|
142K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.9K+ 199.97% |
$136K - $415K
|
8.84K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.24K+ 200.0% |
$167K - $509K
|
10.9K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
50.6K+ 196.56% |
$1.17M - $3.56M
|
76.3K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.91K+ 165.71% |
$90.3K - $275K
|
6.28K
$153K
|