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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
1.09M+ 196.45% |
$25.1M - $76.5M
|
1.64M
$39.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
896K+ 195.77% |
$20.7M - $63M
|
1.35M
$32.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
446K+ 202.06% |
$10.3M - $31.3M
|
666K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
420KNew |
$9.69M - $29.5M
|
420K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
385K+ 1284.93% |
$8.88M - $27.1M
|
415K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
385K+ 201.05% |
$8.88M - $27.1M
|
576K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
384K+ 193.99% |
$8.87M - $27M
|
583K
$14.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
348K+ 204.23% |
$8.03M - $24.5M
|
519K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
260K+ 129.02% |
$5.99M - $18.3M
|
461K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
250K+ 233.51% |
$5.76M - $17.5M
|
356K
$8.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
241K+ 210.52% |
$5.55M - $16.9M
|
355K
$8.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
196K+ 182.69% |
$4.52M - $13.8M
|
303K
$7.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 212.08% |
$4.09M - $12.5M
|
261K
$6.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
124K+ 195.61% |
$2.85M - $8.69M
|
187K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
123K+ 197.65% |
$2.83M - $8.64M
|
185K
$4.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
122KNew |
$2.81M - $8.56M
|
122K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 160.2% |
$2.72M - $8.29M
|
191K
$4.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
93.2K+ 191.1% |
$2.15M - $6.56M
|
142K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
92.4K+ 181.15% |
$2.13M - $6.5M
|
143K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
81.6K+ 220.15% |
$1.88M - $5.74M
|
119K
$2.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
79.3K+ 151.77% |
$1.83M - $5.58M
|
132K
$3.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65.5K+ 193.78% |
$1.51M - $4.6M
|
99.3K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
62.7K+ 157.51% |
$1.45M - $4.41M
|
103K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60.2K+ 313.55% |
$1.39M - $4.23M
|
79.4K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59K+ 216.12% |
$1.36M - $4.15M
|
86.3K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
58.1K+ 215.8% |
$1.34M - $4.09M
|
85.1K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
57.8K+ 200.0% |
$1.33M - $4.06M
|
86.7K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
56.7K+ 207.12% |
$1.31M - $3.99M
|
84.1K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
56.4K+ 197.1% |
$1.3M - $3.96M
|
85K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55.1K+ 196.0% |
$1.27M - $3.87M
|
83.2K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
51.8KNew |
$1.2M - $3.64M
|
51.8K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
50.6K+ 196.56% |
$1.17M - $3.56M
|
76.3K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.5K+ 212.79% |
$1.14M - $3.48M
|
72.8K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.2K+ 200.0% |
$1.09M - $3.32M
|
70.7K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
41.6K+ 273.82% |
$960K - $2.93M
|
56.8K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
41.1K+ 874.0% |
$948K - $2.89M
|
45.8K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
39.3K+ 183.37% |
$907K - $2.76M
|
60.7K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
38K+ 202.54% |
$877K - $2.67M
|
56.8K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.8K+ 239.9% |
$826K - $2.52M
|
50.7K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
34.4K+ 174.29% |
$793K - $2.42M
|
54.1K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34.1K+ 200.0% |
$787K - $2.4M
|
51.2K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
33.9K+ 189.22% |
$782K - $2.38M
|
51.8K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32.4K+ 164.91% |
$748K - $2.28M
|
52.1K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30.8K+ 200.54% |
$711K - $2.17M
|
46.2K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
30.8K+ 200.0% |
$710K - $2.16M
|
46.2K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.9K+ 137.52% |
$690K - $2.1M
|
51.6K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.4K+ 199.96% |
$679K - $2.07M
|
44.1K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.0% |
$676K - $2.06M
|
43.9K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.4K+ 201.8% |
$655K - $2M
|
42.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28.2K+ 194.59% |
$649K - $1.98M
|
42.6K
$1.04M
|