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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.1KClosed |
$688K - $734K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
381New |
$19.9K - $21.3K
|
381
$9.31K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$52.3K - $55.9K
|
1K
$24.4K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-94Closed |
$4.87K - $5.24K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-154- 29.11% |
$7.98K - $8.59K
|
375
$9.16K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.48K- 4.88% |
$76.8K - $82.7K
|
28.9K
$706K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3Closed |
$156 - $167
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29Closed |
$1.28K - $1.51K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.48KClosed |
$420K - $495K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-871Closed |
$31.1K - $35.5K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-375Closed |
$13.4K - $15.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6.04KNew |
$177K - $239K
|
6.04K
$148K
|
|
|
Jul 28, 2020
Q2 2020
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-27.2KClosed |
$795K - $1.07M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-482Closed |
$14.1K - $19.1K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-55.9KClosed |
$1.63M - $2.21M
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5New |
$146 - $198
|
5
$122
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$26.6 - $43
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-8.94KClosed |
$238K - $385K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-439Closed |
$11.7K - $18.9K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-180Closed |
$4.79K - $7.74K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-156Closed |
$4.15K - $6.71K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-108Closed |
$4.08K - $4.57K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$37.8 - $42.3
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-152Closed |
$5.75K - $6.43K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.74KClosed |
$223K - $228K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.25KClosed |
$87.5K - $89.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-440Closed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Atwood & Palmer Inc
|
SELL
|
- |
-482Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Sep 13, 2021
Q1 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-504Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-59Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-6.03KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-20.4KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Gemmer Asset Management LLC
|
SELL
|
- |
-739Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1KNew |
N/A
|
1K
$24.4K
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
815New |
N/A
|
815
$19.9K
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-6.5KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 04, 2018
Q1 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.64KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$24.4
|
|