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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.29M+ 106368.72% |
$26.3M - $31M
|
1.29M
$31.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
187K+ 217.63% |
$3.81M - $4.49M
|
273K
$6.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
91.3K+ 185.48% |
$1.86M - $2.19M
|
141K
$3.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.3K+ 12.15% |
$1.51M - $1.78M
|
686K
$16.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
67.2K+ 10.59% |
$1.37M - $1.61M
|
702K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.3K+ 63.02% |
$1.15M - $1.35M
|
146K
$3.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.9K+ 28.77% |
$1.12M - $1.32M
|
246K
$5.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
49.8KNew |
$1.01M - $1.19M
|
49.8K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.4KNew |
$904K - $1.06M
|
44.4K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 7.76% |
$904K - $1.06M
|
617K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.4K+ 186.09% |
$701K - $825K
|
52.9K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.7K+ 6.02% |
$503K - $592K
|
435K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 3.29% |
$451K - $531K
|
695K
$16.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.1K+ 5.87% |
$430K - $506K
|
381K
$9.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 6.23% |
$313K - $369K
|
262K
$6.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
14.2K+ 71.83% |
$290K - $342K
|
34.1K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$253K - $298K
|
12.4K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$236K - $278K
|
11.6K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10K+ 83.31% |
$204K - $240K
|
22K
$536K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.88K+ 60.89% |
$201K - $237K
|
26.1K
$636K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.76K+ 11.03% |
$199K - $234K
|
98.2K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.52KNew |
$174K - $204K
|
8.52K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.88K+ 49.05% |
$160K - $189K
|
23.9K
$583K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6.91KNew |
$141K - $166K
|
6.91K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.56K+ 6.02% |
$134K - $157K
|
116K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.4K+ 10.35% |
$110K - $129K
|
57.6K
$1.4M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
5.37K+ 7.92% |
$109K - $129K
|
73.2K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.44K+ 22.54% |
$90.3K - $106K
|
24.1K
$587K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.11K+ 6.74% |
$83.7K - $98.6K
|
65.1K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.66K+ 105.45% |
$74.5K - $87.7K
|
7.13K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.32K+ 33.84% |
$47.2K - $55.6K
|
9.17K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.57K+ 1.1% |
$32K - $37.7K
|
145K
$3.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.52K+ 108.01% |
$31K - $36.5K
|
2.94K
$71.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 99.93% |
$30.5K - $35.9K
|
3K
$73K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.28K+ 6.11% |
$26.1K - $30.8K
|
22.3K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.27K+ 8.67% |
$25.8K - $30.3K
|
15.9K
$386K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14KNew |
$23.1K - $27.3K
|
1.14K
$27.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.05KNew |
$21.4K - $25.2K
|
1.05K
$25.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
900New |
$18.3K - $21.6K
|
900
$21.9K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
786+ 4.07% |
$16K - $18.8K
|
20.1K
$489K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
623+ 6.8% |
$12.7K - $14.9K
|
9.79K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
600+ 31.58% |
$12.2K - $14.4K
|
2.5K
$60.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
453New |
$9.22K - $10.9K
|
453
$11K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
158+ 0.32% |
$3.22K - $3.79K
|
49.1K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
150+ 0.43% |
$3.05K - $3.6K
|
35K
$851K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
145New |
$2.95K - $3.48K
|
145
$3.53K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
137+ 0.32% |
$2.79K - $3.29K
|
42.5K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99+ 0.2% |
$2.02K - $2.37K
|
49.8K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
81+ 0.18% |
$1.65K - $1.94K
|
46.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
62+ 0.13% |
$1.26K - $1.49K
|
48.3K
$1.17M
|