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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 1.79% |
$235K - $256K
|
572K
$13.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.54K- 1.93% |
$57.2K - $62.2K
|
129K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
150+ 0.43% |
$3.38K - $3.67K
|
34.8K
$805K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.06K- 1.12% |
$46.5K - $50.5K
|
183K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.3K+ 51.75% |
$96.8K - $105K
|
12.6K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
952+ 4.82% |
$21.4K - $23.3K
|
20.7K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
60+ 0.14% |
$1.35K - $1.47K
|
42.7K
$987K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
135+ 0.16% |
$3.04K - $3.3K
|
85.2K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.57K- 4.16% |
$35.4K - $38.4K
|
36.1K
$836K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.61K- 8.48% |
$36.3K - $39.5K
|
17.4K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
262+ 0.43% |
$5.9K - $6.41K
|
61K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.29K- 10.34% |
$74.2K - $80.6K
|
28.6K
$660K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-324- 0.27% |
$7.3K - $7.93K
|
118K
$2.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
9.09KNew |
$205K - $223K
|
9.09K
$210K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.5K- 29.42% |
$281K - $306K
|
30K
$693K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.89KNew |
$66.6K - $203K
|
2.89K
$66.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30.8K+ 201.42% |
$711K - $2.17M
|
46.1K
$1.07M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
168New |
$3.88K - $11.8K
|
168
$3.88K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
360New |
$8.31K - $25.3K
|
360
$8.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.7K+ 257.26% |
$362K - $1.1M
|
21.8K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
900+ 200.0% |
$20.8K - $63.3K
|
1.35K
$31.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 11.71% |
$29K - $88.4K
|
9.48K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
14.5KNew |
$334K - $1.02M
|
14.5K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.02K+ 200.0% |
$116K - $353K
|
7.53K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.6K+ 200.0% |
$36.8K - $112K
|
2.39K
$55.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
34.4K+ 174.29% |
$793K - $2.42M
|
54.1K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
380+ 200.0% |
$8.77K - $26.7K
|
570
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16.3K+ 478.03% |
$376K - $1.14M
|
19.7K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 200.0% |
$29.6K - $90.2K
|
1.92K
$44.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.0% |
$676K - $2.06M
|
43.9K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 200.0% |
$1.02K - $3.09K
|
66
$1.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$304K - $928K
|
13.2K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.17KNew |
$211K - $644K
|
9.17K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34.1K+ 200.0% |
$787K - $2.4M
|
51.2K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
285New |
$6.57K - $20K
|
285
$6.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
18.7K+ 200.0% |
$431K - $1.31M
|
28K
$647K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$31.2K - $95.1K
|
1.35K
$31.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
600+ 200.0% |
$13.8K - $42.2K
|
900
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
18.6K+ 162.94% |
$428K - $1.3M
|
29.9K
$692K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
880+ 141.94% |
$20.3K - $61.9K
|
1.5K
$34.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
154+ 200.0% |
$3.55K - $10.8K
|
231
$5.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.52K+ 200.0% |
$197K - $599K
|
12.8K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.6K+ 200.0% |
$152K - $464K
|
9.9K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.22K+ 200.0% |
$28.1K - $85.6K
|
1.83K
$42.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 200.0% |
$53.3K - $163K
|
3.47K
$80.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.62K+ 200.0% |
$130K - $395K
|
8.43K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
306+ 200.0% |
$7.06K - $21.5K
|
459
$10.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.2K+ 200.0% |
$1.09M - $3.32M
|
70.7K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11K+ 199.98% |
$255K - $777K
|
16.6K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
149+ 0.48% |
$3.44K - $10.5K
|
31K
$718K
|
|