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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
116K+ 22.31% |
$2.61M - $2.83M
|
635K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.2K+ 821.79% |
$1.65M - $1.79M
|
82.1K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.4KNew |
$1.27M - $1.38M
|
56.4K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.5KNew |
$1.14M - $1.24M
|
50.5K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
48.9KNew |
$1.1M - $1.2M
|
48.9K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38K+ 325.42% |
$855K - $930K
|
49.7K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.6K+ 6.18% |
$802K - $872K
|
612K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
34.1KNew |
$769K - $836K
|
34.1K
$790K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.6K+ 6.09% |
$577K - $627K
|
446K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
19.8KNew |
$447K - $485K
|
19.8K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.6K+ 36390.2% |
$418K - $454K
|
18.6K
$430K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18K+ 3539.57% |
$405K - $440K
|
18.5K
$428K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2KNew |
$365K - $397K
|
16.2K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 17.77% |
$291K - $317K
|
85.7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12KNew |
$270K - $294K
|
12K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
12KNew |
$269K - $293K
|
12K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$260K - $282K
|
11.5K
$267K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
11K+ 19.39% |
$248K - $270K
|
67.8K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
9.09KNew |
$205K - $223K
|
9.09K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.08KNew |
$204K - $222K
|
9.08K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.65K+ 18.17% |
$172K - $187K
|
49.8K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.38K+ 55.57% |
$166K - $181K
|
20.7K
$478K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.92K+ 1.04% |
$156K - $169K
|
673K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.59K+ 8.3% |
$148K - $161K
|
86K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.58K+ 6.42% |
$148K - $161K
|
109K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.1K+ 11.56% |
$115K - $125K
|
49.2K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.52K+ 5.31% |
$102K - $111K
|
89.5K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.35K+ 5.16% |
$97.8K - $106K
|
88.5K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.3K+ 51.75% |
$96.8K - $105K
|
12.6K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
4KNew |
$90.1K - $97.9K
|
4K
$92.5K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.98KNew |
$89.6K - $97.4K
|
3.98K
$92K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.9K+ 8.52% |
$87.8K - $95.5K
|
49.7K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.72K+ 7.2% |
$83.7K - $90.9K
|
55.3K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.51K+ 0.98% |
$79K - $85.9K
|
360K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.02K+ 3.49% |
$67.9K - $73.8K
|
89.3K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7K+ 3140.7% |
$60.8K - $66.1K
|
2.79K
$64.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2.4KNew |
$54.1K - $58.8K
|
2.4K
$55.6K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.08K+ 12.08% |
$46.9K - $51K
|
19.3K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.9KNew |
$42.8K - $46.5K
|
1.9K
$43.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.76K+ 27.96% |
$39.5K - $43K
|
8.03K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 2.82% |
$32.2K - $35K
|
52.2K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.4K+ 7.16% |
$31.6K - $34.4K
|
21K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.22KNew |
$27.4K - $29.7K
|
1.22K
$28.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.1K+ 0.77% |
$24.7K - $26.8K
|
143K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
952+ 4.82% |
$21.4K - $23.3K
|
20.7K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
824+ 4.93% |
$18.6K - $20.2K
|
17.5K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
514+ 8.11% |
$11.6K - $12.6K
|
6.85K
$159K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
387New |
$8.72K - $9.47K
|
387
$8.95K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
304+ 27.46% |
$6.85K - $7.44K
|
1.41K
$32.6K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
278+ 2.35% |
$6.26K - $6.81K
|
12.1K
$280K
|