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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30.8K+ 200.54% |
$711K - $2.17M
|
46.2K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65.5K+ 193.78% |
$1.51M - $4.6M
|
99.3K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
4.37K+ 200.05% |
$101K - $307K
|
6.55K
$159K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
56.7K+ 207.12% |
$1.31M - $3.99M
|
84.1K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.4K+ 200.0% |
$378K - $1.15M
|
24.6K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.91K+ 201.22% |
$183K - $557K
|
11.8K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.2K+ 200.0% |
$257K - $784K
|
16.7K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
11.7K+ 200.0% |
$270K - $822K
|
17.5K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
374+ 200.0% |
$8.63K - $26.3K
|
561
$13.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.2K+ 187.99% |
$419K - $1.28M
|
27.8K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.6K+ 220.85% |
$383K - $1.17M
|
24.1K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
384K+ 193.99% |
$8.87M - $27M
|
583K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 200.0% |
$235K - $715K
|
15.3K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
39.3K+ 183.37% |
$907K - $2.76M
|
60.7K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
30.8K+ 200.0% |
$710K - $2.16M
|
46.2K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.8K+ 241.62% |
$272K - $830K
|
16.7K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
122KNew |
$2.81M - $8.56M
|
122K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57+ 196.55% |
$1.31K - $4.01K
|
86
$2.09K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
938+ 200.0% |
$21.6K - $66K
|
1.41K
$34.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
57.8K+ 200.0% |
$1.33M - $4.06M
|
86.7K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6.06K+ 200.0% |
$140K - $426K
|
9.09K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
123K+ 197.65% |
$2.83M - $8.64M
|
185K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
56.4K+ 197.1% |
$1.3M - $3.96M
|
85K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$582K - $1.78M
|
37.9K
$920K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
25.1K+ 200.0% |
$580K - $1.77M
|
37.7K
$917K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
124K+ 195.61% |
$2.85M - $8.69M
|
187K
$4.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28.2K+ 194.59% |
$649K - $1.98M
|
42.6K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.6K+ 193.87% |
$268K - $816K
|
17.6K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23.1K+ 200.0% |
$533K - $1.62M
|
34.7K
$842K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
28.1K+ 201.04% |
$649K - $1.98M
|
42.1K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.4K+ 201.8% |
$655K - $2M
|
42.5K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10+ 200.0% |
$231 - $703
|
15
$365
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
79.3K+ 151.77% |
$1.83M - $5.58M
|
132K
$3.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
310+ 200.0% |
$7.15K - $21.8K
|
465
$11.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
70+ 70.0% |
$4.49K - $4.93K
|
170
$4.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
763+ 13.23% |
$49K - $53.7K
|
6.53K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.04K- 17.91% |
$66.5K - $72.9K
|
4.75K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-577- 15.88% |
$37K - $40.6K
|
3.06K
$74.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
134+ 0.88% |
$8.6K - $9.43K
|
15.3K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-27- 1.24% |
$1.73K - $1.9K
|
2.14K
$52.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2New |
$128 - $141
|
2
$48.6
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.54KNew |
$291K - $319K
|
4.54K
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3KNew |
$192K - $211K
|
3K
$72.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.7K+ 200.0% |
$942K - $1.03M
|
22K
$536K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.74K+ 78.34% |
$176K - $192K
|
6.23K
$151K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6+ 0.19% |
$385 - $422
|
3.24K
$78.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-443- 0.36% |
$28.4K - $31.2K
|
123K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.41K+ 8.25% |
$155K - $170K
|
31.6K
$769K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.92K- 38.18% |
$251K - $276K
|
6.35K
$154K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$98.5K - $108K
|
1.54K
$37.3K
|
|