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, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.1K+ 62.82% |
$2.83M - $3.1M
|
114K
$2.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.8K+ 16.98% |
$1.78M - $1.96M
|
191K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 19.93% |
$1.14M - $1.25M
|
107K
$2.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.7K+ 200.0% |
$942K - $1.03M
|
22K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.23K+ 218.57% |
$464K - $509K
|
10.5K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.65K+ 162.79% |
$427K - $468K
|
10.7K
$257K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.85KNew |
$375K - $411K
|
5.85K
$140K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.88K+ 59.32% |
$313K - $343K
|
13.1K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.7KNew |
$302K - $331K
|
4.7K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.54KNew |
$291K - $319K
|
4.54K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
4.44K+ 0.81% |
$285K - $312K
|
554K
$13.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.09K+ 5.89% |
$263K - $288K
|
73.6K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.61K+ 32.55% |
$232K - $254K
|
14.7K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.35K+ 9.92% |
$215K - $235K
|
37.1K
$888K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
3.21K+ 1.62% |
$206K - $226K
|
201K
$4.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3KNew |
$192K - $211K
|
3K
$71.8K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 1.33% |
$186K - $204K
|
221K
$5.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.85K+ 515.73% |
$183K - $201K
|
3.41K
$81.6K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
2.75K+ 11.34% |
$176K - $193K
|
26.9K
$646K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.74K+ 78.34% |
$176K - $192K
|
6.23K
$149K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.7K+ 27.34% |
$173K - $190K
|
12.6K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.54K+ 20.54% |
$163K - $179K
|
14.9K
$358K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.41K+ 8.25% |
$155K - $170K
|
31.6K
$758K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.19K+ 55.94% |
$141K - $154K
|
6.11K
$146K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.15K+ 1.1% |
$138K - $151K
|
198K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.94KNew |
$124K - $136K
|
1.94K
$46.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.88K+ 10.54% |
$120K - $132K
|
19.7K
$471K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.6KNew |
$103K - $113K
|
1.6K
$38.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.59K+ 22.53% |
$102K - $112K
|
8.65K
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$98.5K - $108K
|
1.54K
$36.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 1.75% |
$92.6K - $102K
|
83.7K
$2.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.39K+ 0.82% |
$88.9K - $97.5K
|
171K
$4.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.13K+ 8.47% |
$72.5K - $79.5K
|
14.5K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
946+ 23.96% |
$60.7K - $66.6K
|
4.9K
$117K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
891+ 6.23% |
$57.2K - $62.7K
|
15.2K
$364K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
798New |
$51.2K - $56.2K
|
798
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
783+ 7.15% |
$50.2K - $55.1K
|
11.7K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
763+ 13.23% |
$49K - $53.7K
|
6.53K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
600+ 26.32% |
$38.5K - $42.2K
|
2.88K
$69K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
563+ 2.94% |
$36.1K - $39.6K
|
19.7K
$473K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
473+ 2.26% |
$30.4K - $33.3K
|
21.4K
$514K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
389+ 33.74% |
$25K - $27.4K
|
1.54K
$37K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
384+ 1.3% |
$24.6K - $27K
|
30K
$718K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
345+ 1.28% |
$22.1K - $24.3K
|
27.3K
$655K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
190New |
$12.2K - $13.4K
|
190
$4.55K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
175+ 0.34% |
$11.2K - $12.3K
|
51K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
134+ 0.88% |
$8.6K - $9.43K
|
15.3K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126+ 0.54% |
$8.09K - $8.87K
|
23.3K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
120+ 24.0% |
$7.7K - $8.44K
|
620
$14.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
114+ 0.75% |
$7.32K - $8.02K
|
15.4K
$368K
|