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 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.19KNew |
$96.7K - $295K
|
4.19K
$96.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.9K+ 199.97% |
$136K - $415K
|
8.84K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.4K+ 200.0% |
$378K - $1.15M
|
24.6K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.2K+ 187.99% |
$419K - $1.28M
|
27.8K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
374+ 200.0% |
$8.63K - $26.3K
|
561
$13K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
11.7K+ 200.0% |
$270K - $822K
|
17.5K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 200.0% |
$235K - $715K
|
15.3K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$582K - $1.78M
|
37.9K
$875K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10+ 200.0% |
$231 - $703
|
15
$347
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
310+ 200.0% |
$7.15K - $21.8K
|
465
$10.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
70+ 70.0% |
$4.49K - $4.93K
|
170
$3.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
763+ 13.23% |
$49K - $53.7K
|
6.53K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2New |
$128 - $141
|
2
$46.2
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.54KNew |
$291K - $319K
|
4.54K
$105K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.7K+ 200.0% |
$942K - $1.03M
|
22K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6+ 0.19% |
$385 - $422
|
3.24K
$74.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-443- 0.36% |
$28.4K - $31.2K
|
123K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.41K+ 8.25% |
$155K - $170K
|
31.6K
$731K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$98.5K - $108K
|
1.54K
$35.5K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-37- 1.87% |
$2.32K - $2.45K
|
1.94K
$44.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
187+ 178.1% |
$11.7K - $12.4K
|
292
$6.75K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
45New |
$2.82K - $2.98K
|
45
$1.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
22New |
$1.38K - $1.46K
|
22
$509
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$627 - $663
|
10
$231
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.73KNew |
$297K - $314K
|
4.73K
$109K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-71- 7.92% |
$4.45K - $4.7K
|
825
$19.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 23.33% |
$419 - $464
|
37
$855
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-257- 7.83% |
$15.4K - $17K
|
3.02K
$69.9K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-125- 3.82% |
$7.48K - $8.28K
|
3.15K
$72.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.83KNew |
$289K - $320K
|
4.83K
$112K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.42K- 12.64% |
$85K - $94.2K
|
9.82K
$227K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 1.93% |
$718 - $795
|
634
$14.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18K+ 14.21% |
$325K - $379K
|
49.6K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
336New |
$17.7K - $20.6K
|
336
$7.77K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.46% |
$210 - $245
|
871
$20.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.79KNew |
$252K - $294K
|
4.79K
$111K
|
|
| Q3 2023 | |||||||
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
300New |
$16.5K - $17.7K
|
300
$6.94K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
676KNew |
$37.1M - $39.9M
|
676K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
226New |
$12.4K - $13.3K
|
226
$5.23K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
341+ 2.41% |
$18.1K - $19.3K
|
14.5K
$335K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
40.9KNew |
$2.16M - $2.32M
|
40.9K
$945K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.01KNew |
$212K - $227K
|
4.01K
$92.6K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.02KNew |
$311K - $343K
|
6.02K
$139K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.96% |
$51.7 - $56.9
|
52
$1.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750New |
$38.8K - $42.7K
|
750
$17.3K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.52KNew |
$233K - $257K
|
4.52K
$104K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
800+ 48.81% |
$38.2K - $44.6K
|
2.44K
$56.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
397New |
$19K - $22.1K
|
397
$9.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.9KNew |
$90.5K - $106K
|
1.9K
$43.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
107New |
$5.11K - $5.96K
|
107
$2.47K
|
|