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 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.4K+ 7.16% |
$31.6K - $34.4K
|
21K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.22KNew |
$27.4K - $29.7K
|
1.22K
$29.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.1K+ 0.77% |
$24.7K - $26.8K
|
143K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
824+ 4.93% |
$18.6K - $20.2K
|
17.5K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
514+ 8.11% |
$11.6K - $12.6K
|
6.85K
$168K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
387New |
$8.72K - $9.47K
|
387
$9.46K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
304+ 27.46% |
$6.85K - $7.44K
|
1.41K
$34.5K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
278+ 2.35% |
$6.26K - $6.81K
|
12.1K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
177New |
$3.99K - $4.33K
|
177
$4.33K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
136New |
$3.06K - $3.33K
|
136
$3.33K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
135+ 0.16% |
$3.04K - $3.3K
|
85.2K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
61+ 0.07% |
$1.37K - $1.49K
|
86.7K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36+ 0.33% |
$811 - $881
|
10.9K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35+ 0.27% |
$788 - $857
|
12.8K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.44% |
$721 - $783
|
7.38K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
28+ 0.05% |
$631 - $685
|
56.8K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 0.35% |
$383 - $416
|
4.83K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.2K+ 200.0% |
$1.09M - $3.32M
|
70.7K
$1.73M
|
|
|
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
$1.25M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32.4K+ 164.91% |
$748K - $2.28M
|
52.1K
$1.27M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30.8K+ 201.42% |
$711K - $2.17M
|
46.1K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.0% |
$676K - $2.06M
|
43.9K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$582K - $1.78M
|
37.9K
$926K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
18.7K+ 200.0% |
$431K - $1.31M
|
28K
$685K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
18.6K+ 162.94% |
$428K - $1.3M
|
29.9K
$732K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.2K+ 187.99% |
$419K - $1.28M
|
27.8K
$681K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.4K+ 200.0% |
$378K - $1.15M
|
24.6K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16.3K+ 478.03% |
$376K - $1.14M
|
19.7K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.7K+ 257.26% |
$362K - $1.1M
|
21.8K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
14.5KNew |
$334K - $1.02M
|
14.5K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$304K - $928K
|
13.2K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11K+ 199.98% |
$255K - $777K
|
16.6K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 200.0% |
$235K - $715K
|
15.3K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.17KNew |
$211K - $644K
|
9.17K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.52K+ 200.0% |
$197K - $599K
|
12.8K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.6K+ 200.0% |
$152K - $464K
|
9.9K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.9K+ 199.97% |
$136K - $415K
|
8.84K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.62K+ 200.0% |
$130K - $395K
|
8.43K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.02K+ 200.0% |
$116K - $353K
|
7.53K
$184K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.19KNew |
$96.7K - $295K
|
4.19K
$102K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.89KNew |
$66.6K - $203K
|
2.89K
$70.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 200.0% |
$53.3K - $163K
|
3.47K
$84.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.6K+ 200.0% |
$36.8K - $112K
|
2.39K
$58.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$31.2K - $95.1K
|
1.35K
$33.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 200.0% |
$29.6K - $90.2K
|
1.92K
$47K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.22K+ 200.0% |
$28.1K - $85.6K
|
1.83K
$44.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
900+ 200.0% |
$20.8K - $63.3K
|
1.35K
$33K
|
|