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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 99.93% |
$30.5K - $35.9K
|
3K
$73K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
44.8KNew |
$1.01M - $1.1M
|
44.8K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
28+ 0.05% |
$631 - $685
|
56.8K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.79K- 99.98% |
$130K - $142K
|
1
$24.3
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
177New |
$3.99K - $4.33K
|
177
$4.31K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-465- 6.86% |
$10.5K - $11.4K
|
6.32K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.2K+ 821.79% |
$1.65M - $1.79M
|
82.1K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-191- 3.24% |
$4.3K - $4.68K
|
5.7K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$260K - $282K
|
11.5K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.72K+ 7.2% |
$83.7K - $90.9K
|
55.3K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-315- 0.68% |
$7.09K - $7.71K
|
45.8K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.08K+ 12.08% |
$46.9K - $51K
|
19.3K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.58K- 2.6% |
$58.1K - $63.2K
|
96.7K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.11K- 12.63% |
$47.5K - $51.6K
|
14.6K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-300- 0.25% |
$6.76K - $7.34K
|
121K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.36K- 23.59% |
$75.7K - $82.3K
|
10.9K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7K+ 3140.7% |
$60.8K - $66.1K
|
2.79K
$67.8K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.77K- 15.72% |
$62.3K - $67.7K
|
14.8K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1K- 33.33% |
$22.5K - $24.5K
|
2K
$48.7K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.57K- 6.49% |
$35.2K - $38.3K
|
22.5K
$549K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.61K- 57.84% |
$36.1K - $39.3K
|
1.17K
$28.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.9K- 1.25% |
$380K - $413K
|
1.34M
$32.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
824+ 4.93% |
$18.6K - $20.2K
|
17.5K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.9K+ 8.52% |
$87.8K - $95.5K
|
49.7K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 8.05% |
$56.3K - $61.2K
|
28.6K
$695K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
61+ 0.07% |
$1.37K - $1.49K
|
86.7K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-29.2K- 6.34% |
$659K - $716K
|
432K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
136New |
$3.06K - $3.33K
|
136
$3.31K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.52K+ 5.31% |
$102K - $111K
|
89.5K
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-885- 62.9% |
$19.9K - $21.7K
|
522
$12.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-144- 1.58% |
$3.24K - $3.53K
|
8.94K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
12KNew |
$269K - $293K
|
12K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-35- 26.92% |
$788 - $857
|
95
$2.31K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.3K+ 51.75% |
$96.8K - $105K
|
12.6K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
135+ 0.16% |
$3.04K - $3.3K
|
85.2K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.61K- 8.48% |
$36.3K - $39.5K
|
17.4K
$424K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.89KNew |
$66.6K - $203K
|
2.89K
$70.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
168New |
$3.88K - $11.8K
|
168
$4.09K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
360New |
$8.31K - $25.3K
|
360
$8.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
900+ 200.0% |
$20.8K - $63.3K
|
1.35K
$32.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
14.5KNew |
$334K - $1.02M
|
14.5K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.7K+ 257.26% |
$362K - $1.1M
|
21.8K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.02K+ 200.0% |
$116K - $353K
|
7.53K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
34.4K+ 174.29% |
$793K - $2.42M
|
54.1K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 200.0% |
$29.6K - $90.2K
|
1.92K
$46.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
380+ 200.0% |
$8.77K - $26.7K
|
570
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34.1K+ 200.0% |
$787K - $2.4M
|
51.2K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$304K - $928K
|
13.2K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 200.0% |
$1.02K - $3.09K
|
66
$1.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.0% |
$676K - $2.06M
|
43.9K
$1.07M
|
|