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 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
31New |
$1.7K - $1.84K
|
31
$751
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$52.3K - $55.9K
|
1K
$24.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
381New |
$19.9K - $21.3K
|
381
$9.23K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6.04KNew |
$177K - $239K
|
6.04K
$146K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1KNew |
N/A
|
1K
$24.2K
|
|
|
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
815New |
N/A
|
815
$19.7K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$24.2
|
|