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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.14K+ 0.91% |
$259K - $274K
|
459K
$10.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.96K+ 3.43% |
$185K - $196K
|
89.1K
$2.09M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.17KNew |
$136K - $144K
|
2.17K
$50.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.3K- 78.82% |
$771K - $815K
|
3.31K
$77.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.77K+ 4.1% |
$173K - $183K
|
70.2K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-263- 0.87% |
$16.5K - $17.4K
|
29.9K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
625New |
$39.2K - $41.4K
|
625
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.84K- 9.52% |
$178K - $188K
|
27K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.76K+ 56.65% |
$173K - $183K
|
7.64K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-237- 34.5% |
$14.9K - $15.7K
|
450
$10.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.08K- 40.47% |
$193K - $204K
|
4.53K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.73K+ 24.01% |
$359K - $379K
|
29.6K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.9K- 26.27% |
$244K - $258K
|
10.9K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.88K- 24.58% |
$118K - $125K
|
5.77K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
549+ 16.15% |
$34.4K - $36.4K
|
3.95K
$92.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.28KClosed |
$143K - $151K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.09K+ 3.37% |
$445K - $470K
|
218K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-492- 17.75% |
$30.8K - $32.6K
|
2.28K
$53.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 13.76% |
$93.9K - $99.3K
|
12.4K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 115.61% |
$645K - $682K
|
19.2K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.35K- 14.82% |
$460K - $487K
|
42.3K
$990K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-883- 18.4% |
$55.3K - $58.5K
|
3.92K
$91.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.02% |
$62.7 - $66.3
|
4.09K
$95.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-999- 6.18% |
$62.6K - $66.2K
|
15.2K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
396+ 252.23% |
$24.8K - $26.2K
|
553
$13K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.95K- 17.89% |
$310K - $328K
|
22.7K
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
187+ 178.1% |
$11.7K - $12.4K
|
292
$6.84K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1- 0.02% |
$62.7 - $66.3
|
4.86K
$114K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
45New |
$2.82K - $2.98K
|
45
$1.05K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.1K- 5.58% |
$257K - $272K
|
69.5K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16KNew |
$72.4K - $76.6K
|
1.16K
$27.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
66+ 0.35% |
$4.14K - $4.37K
|
19.2K
$449K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.83K- 4.47% |
$114K - $121K
|
39K
$914K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.78K+ 7.56% |
$362K - $383K
|
82.2K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.22% |
$627 - $663
|
4.59K
$108K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
22New |
$1.38K - $1.46K
|
22
$515
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-58- 17.85% |
$3.63K - $3.84K
|
267
$6.26K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.23K- 30.5% |
$140K - $148K
|
5.09K
$119K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
7.06KNew |
$443K - $468K
|
7.06K
$165K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
12.3K+ 57.28% |
$769K - $814K
|
33.7K
$790K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-285- 7.27% |
$17.9K - $18.9K
|
3.63K
$85.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-3.5K- 1.74% |
$219K - $232K
|
198K
$4.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-401- 4.73% |
$25.1K - $26.6K
|
8.09K
$189K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$627 - $663
|
10
$234
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.73KNew |
$297K - $314K
|
4.73K
$111K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.6K- 2.26% |
$99.9K - $106K
|
69.1K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-71- 7.92% |
$4.45K - $4.7K
|
825
$19.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
48+ 0.35% |
$3.01K - $3.18K
|
14K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
609New |
$38.2K - $40.4K
|
609
$14.3K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
326New |
$19.5K - $21.6K
|
326
$7.64K
|
|