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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.85KNew |
$375K - $411K
|
5.85K
$138K
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
4.44K+ 0.81% |
$285K - $312K
|
554K
$13.1M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
2.75K+ 11.34% |
$176K - $193K
|
26.9K
$636K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.41K+ 8.25% |
$155K - $170K
|
31.6K
$746K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$98.5K - $108K
|
1.54K
$36.2K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.13K+ 8.47% |
$72.5K - $79.5K
|
14.5K
$342K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
473+ 2.26% |
$30.4K - $33.3K
|
21.4K
$506K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
389+ 33.74% |
$25K - $27.4K
|
1.54K
$36.4K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
175+ 0.34% |
$11.2K - $12.3K
|
51K
$1.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126+ 0.54% |
$8.09K - $8.87K
|
23.3K
$550K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
101+ 0.72% |
$6.48K - $7.11K
|
14.1K
$332K
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
66+ 0.89% |
$4.24K - $4.64K
|
7.51K
$177K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.68% |
$321 - $352
|
744
$17.6K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$257 - $281
|
12.7K
$300K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
12.3K+ 57.28% |
$769K - $814K
|
33.7K
$796K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 115.61% |
$645K - $682K
|
19.2K
$453K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.66K+ 5.59% |
$543K - $574K
|
164K
$3.86M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.09K+ 3.37% |
$445K - $470K
|
218K
$5.14M
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
7.06KNew |
$443K - $468K
|
7.06K
$167K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.78K+ 7.56% |
$362K - $383K
|
82.2K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.73K+ 24.01% |
$359K - $379K
|
29.6K
$698K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.73KNew |
$297K - $314K
|
4.73K
$112K
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.14K+ 0.91% |
$259K - $274K
|
459K
$10.8M
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.49KNew |
$219K - $231K
|
3.49K
$82.4K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.96K+ 3.43% |
$185K - $196K
|
89.1K
$2.1M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.77K+ 4.1% |
$173K - $183K
|
70.2K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.76K+ 56.65% |
$173K - $183K
|
7.64K
$180K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.17KNew |
$136K - $144K
|
2.17K
$51.2K
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
1.55K+ 12.11% |
$96.8K - $102K
|
14.3K
$338K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 13.76% |
$93.9K - $99.3K
|
12.4K
$292K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16KNew |
$72.4K - $76.6K
|
1.16K
$27.3K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
787+ 7.43% |
$49.3K - $52.1K
|
11.4K
$269K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
625New |
$39.2K - $41.4K
|
625
$14.8K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
609New |
$38.2K - $40.4K
|
609
$14.4K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
549+ 16.15% |
$34.4K - $36.4K
|
3.95K
$93.2K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
396+ 252.23% |
$24.8K - $26.2K
|
553
$13.1K
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
340+ 0.17% |
$21.3K - $22.5K
|
196K
$4.63M
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
272+ 7.48% |
$17K - $18K
|
3.91K
$92.2K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
268+ 0.16% |
$16.8K - $17.8K
|
169K
$3.99M
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
259+ 1.48% |
$16.2K - $17.2K
|
17.8K
$420K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
187+ 178.1% |
$11.7K - $12.4K
|
292
$6.89K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
66+ 0.35% |
$4.14K - $4.37K
|
19.2K
$452K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
48+ 0.35% |
$3.01K - $3.18K
|
14K
$330K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
45New |
$2.82K - $2.98K
|
45
$1.06K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
22New |
$1.38K - $1.46K
|
22
$519
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.22% |
$627 - $663
|
4.59K
$108K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$627 - $663
|
10
$236
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1K+ 172.28% |
$1.08M - $1.2M
|
28.6K
$676K
|