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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.34KNew |
$439K - $487K
|
7.34K
$173K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
6.05K+ 47.67% |
$362K - $401K
|
18.7K
$443K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.83KNew |
$289K - $320K
|
4.83K
$114K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.26KNew |
$255K - $282K
|
4.26K
$101K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.03KNew |
$181K - $201K
|
3.03K
$71.5K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.81KNew |
$168K - $186K
|
2.81K
$66.4K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76KNew |
$165K - $183K
|
2.76K
$65.2K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.93KNew |
$116K - $128K
|
1.93K
$45.6K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
755+ 15.02% |
$45.2K - $50K
|
5.78K
$137K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
326New |
$19.5K - $21.6K
|
326
$7.7K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
272+ 14.77% |
$16.3K - $18K
|
2.11K
$49.9K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
187New |
$11.2K - $12.4K
|
187
$4.42K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
135+ 5.92% |
$8.08K - $8.95K
|
2.42K
$57.1K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
54+ 0.36% |
$3.23K - $3.58K
|
15.3K
$360K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 1.93% |
$718 - $795
|
634
$15K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 23.33% |
$419 - $464
|
37
$874
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 7.69% |
$120 - $133
|
28
$661
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$607K - $708K
|
11.6K
$273K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18K+ 14.21% |
$325K - $379K
|
49.6K
$1.17M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.79KNew |
$252K - $294K
|
4.79K
$113K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.62KNew |
$190K - $222K
|
3.62K
$85.5K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
336New |
$17.7K - $20.6K
|
336
$7.93K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.46% |
$210 - $245
|
871
$20.6K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
676KNew |
$37.1M - $39.9M
|
676K
$16M
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
861+ 16.22% |
$47.3K - $50.8K
|
6.17K
$146K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
300New |
$16.5K - $17.7K
|
300
$7.08K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
226New |
$12.4K - $13.3K
|
226
$5.34K
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
15New |
$824 - $884
|
15
$354
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.05% |
$54.9 - $59
|
2.18K
$51.5K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
40.9KNew |
$2.16M - $2.32M
|
40.9K
$965K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
30.1KNew |
$1.59M - $1.71M
|
30.1K
$711K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.01KNew |
$212K - $227K
|
4.01K
$94.6K
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1KNew |
$52.9K - $56.7K
|
1K
$23.6K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
341+ 2.41% |
$18.1K - $19.3K
|
14.5K
$342K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
155New |
$8.21K - $8.79K
|
155
$3.66K
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
27+ 0.49% |
$1.43K - $1.53K
|
5.53K
$130K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.02KNew |
$311K - $343K
|
6.02K
$142K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.52KNew |
$233K - $257K
|
4.52K
$107K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
826New |
$42.7K - $47K
|
826
$19.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750New |
$38.8K - $42.7K
|
750
$17.7K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
395+ 376.19% |
$20.4K - $22.5K
|
500
$11.8K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
21+ 2100.0% |
$1.09K - $1.2K
|
22
$519
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.96% |
$51.7 - $56.9
|
52
$1.23K
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
6.6KNew |
$315K - $368K
|
6.6K
$156K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.15KNew |
$246K - $287K
|
5.15K
$122K
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
4.33KNew |
$207K - $241K
|
4.33K
$102K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.51KNew |
$120K - $140K
|
2.51K
$59.3K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.9KNew |
$90.5K - $106K
|
1.9K
$44.7K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
800+ 48.81% |
$38.2K - $44.6K
|
2.44K
$57.6K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
397New |
$19K - $22.1K
|
397
$9.37K
|