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 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.52KNew |
$233K - $257K
|
4.52K
$117K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.96% |
$51.7 - $56.9
|
52
$1.35K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
6.6KNew |
$315K - $368K
|
6.6K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.15KNew |
$246K - $287K
|
5.15K
$133K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
4.33KNew |
$207K - $241K
|
4.33K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.9KNew |
$90.5K - $106K
|
1.9K
$49.1K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
397New |
$19K - $22.1K
|
397
$10.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
184New |
$8.79K - $10.3K
|
184
$4.77K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
107New |
$5.11K - $5.96K
|
107
$2.77K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
171New |
$8.06K - $9.59K
|
171
$4.43K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1+ 0.01% |
$47.1 - $56.1
|
11.9K
$309K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
867New |
$42.7K - $50.7K
|
867
$22.5K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52New |
$2.56K - $3.04K
|
52
$1.35K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
6New |
$296 - $351
|
6
$155
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$98.5 - $117
|
2
$51.8
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.91KNew |
$269K - $291K
|
4.91K
$127K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
160New |
$8.77K - $9.48K
|
160
$4.14K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
31New |
$1.7K - $1.84K
|
31
$803
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$52.3K - $55.9K
|
1K
$25.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
381New |
$19.9K - $21.3K
|
381
$9.87K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6.04KNew |
$177K - $239K
|
6.04K
$156K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1KNew |
N/A
|
1K
$25.9K
|
|
|
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
815New |
N/A
|
815
$21.1K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$25.9
|
|