Latest Institutional Purchases of Schwab Fundamental U S Broad M (FNDB)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Broad M (FNDB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
203K+ 74.45% |
$4.84M - $5.24M
|
476K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
98.5KNew |
$2.35M - $2.54M
|
98.5K
$2.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
86KNew |
$2.05M - $2.22M
|
86K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.6KNew |
$1.73M - $1.87M
|
72.6K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.9K+ 78.55% |
$1.02M - $1.11M
|
97.6K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.8K+ 56.59% |
$662K - $716K
|
76.8K
$1.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.6K+ 48.35% |
$609K - $659K
|
78.5K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
22.2K+ 65.2% |
$529K - $572K
|
56.3K
$1.46M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.4K+ 3.05% |
$509K - $551K
|
723K
$18.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 2.81% |
$413K - $446K
|
634K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.2K+ 4.5% |
$409K - $442K
|
398K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.4KNew |
$390K - $422K
|
16.4K
$424K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16K+ 1.24% |
$382K - $414K
|
1.31M
$33.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 58.79% |
$366K - $396K
|
41.5K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 2.02% |
$330K - $357K
|
700K
$18.1M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
11.8K+ 16.11% |
$281K - $304K
|
85K
$2.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.19KNew |
$195K - $211K
|
8.19K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.74K+ 15.76% |
$184K - $199K
|
56.8K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.68K+ 46.33% |
$183K - $198K
|
24.3K
$628K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.18K+ 49.01% |
$147K - $159K
|
18.8K
$486K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.16K+ 69.59% |
$147K - $159K
|
15K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.41K+ 2.06% |
$129K - $139K
|
268K
$6.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.9K+ 1.13% |
$117K - $126K
|
440K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.65KNew |
$111K - $120K
|
4.65K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.58K+ 7.96% |
$109K - $118K
|
62.2K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.2K+ 8.43% |
$100K - $108K
|
54K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.16K+ 17.24% |
$99.1K - $107K
|
28.3K
$732K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.96K+ 348.2% |
$94.3K - $102K
|
5.1K
$132K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.87K+ 12.41% |
$92.1K - $99.6K
|
35K
$907K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.4K+ 47.76% |
$81.1K - $87.7K
|
10.5K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.08K+ 0.85% |
$49.6K - $53.6K
|
248K
$6.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.07K+ 9.28% |
$49.4K - $53.4K
|
24.4K
$631K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.02KNew |
$48.2K - $52.1K
|
2.02K
$52.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.96K+ 3.02% |
$46.8K - $50.6K
|
67.1K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.95K+ 19.9% |
$46.4K - $50.2K
|
11.7K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
1.7K+ 2.0% |
$40.6K - $43.9K
|
86.9K
$2.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.45K+ 1.0% |
$34.5K - $37.3K
|
146K
$3.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.39K+ 2.89% |
$33.2K - $35.9K
|
49.7K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.36K+ 7.82% |
$32.5K - $35.1K
|
18.8K
$487K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.24K+ 7.8% |
$29.5K - $31.9K
|
17.1K
$443K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 2.54% |
$26.8K - $29K
|
45.5K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.11KNew |
$26.5K - $28.6K
|
1.11K
$28.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$23.8K - $25.8K
|
1K
$25.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
781+ 0.94% |
$18.6K - $20.1K
|
84.2K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
750+ 0.27% |
$17.9K - $19.3K
|
280K
$7.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
722+ 1.69% |
$17.2K - $18.6K
|
43.5K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
652New |
$15.5K - $16.8K
|
652
$16.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
640+ 7.21% |
$15.3K - $16.5K
|
9.52K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
588+ 23.52% |
$14K - $15.2K
|
3.09K
$80K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
484+ 2.5% |
$11.5K - $12.5K
|
19.8K
$514K
|
|