Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-200K- 14.02% |
$4.75M - $5.14M
|
1.22M
$31.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-61.6K- 47.39% |
$1.47M - $1.59M
|
68.4K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-6.07K- 3.48% |
$145K - $156K
|
168K
$4.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.21K- 3.31% |
$76.4K - $82.6K
|
93.5K
$2.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.15K- 3.52% |
$75.2K - $81.3K
|
86.3K
$2.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.12K- 24.0% |
$74.4K - $80.4K
|
9.88K
$251K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.89K- 1.05% |
$45.1K - $48.8K
|
178K
$4.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.53K- 4.25% |
$36.4K - $39.4K
|
34.4K
$875K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.4K- 58.16% |
$33.5K - $36.2K
|
1.01K
$25.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.22K- 4.92% |
$29.2K - $31.5K
|
23.7K
$601K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.14K- 0.9% |
$27.2K - $29.5K
|
126K
$3.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-640- 0.65% |
$15.3K - $16.5K
|
97.6K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-285- 3.38% |
$6.79K - $7.34K
|
8.15K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-58- 1.2% |
$1.38K - $1.49K
|
4.79K
$122K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166K- 37.27% |
$3.38M - $3.98M
|
280K
$7.11M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-91.5K- 65.1% |
$1.86M - $2.19M
|
49.1K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.6K- 43.62% |
$501K - $590K
|
31.8K
$808K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-23K- 67.23% |
$467K - $551K
|
11.2K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.9K- 15.86% |
$406K - $478K
|
106K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.8K- 20.59% |
$321K - $378K
|
60.8K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.4K- 72.2% |
$274K - $322K
|
5.17K
$131K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.54K- 36.51% |
$154K - $181K
|
13.1K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.93K- 39.52% |
$141K - $166K
|
10.6K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.52K- 13.1% |
$133K - $156K
|
43.2K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-5.61K- 1.9% |
$114K - $135K
|
290K
$7.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.36K- 18.02% |
$88.7K - $104K
|
19.8K
$504K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.89K- 17.63% |
$58.8K - $69.3K
|
13.5K
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 22.67% |
$37.1K - $43.7K
|
6.21K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.31K- 3.39% |
$26.7K - $31.5K
|
37.4K
$950K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 12.12% |
$24.4K - $28.8K
|
8.7K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-978- 40.85% |
$19.9K - $23.5K
|
1.42K
$36K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-943- 3.15% |
$19.2K - $22.6K
|
29K
$737K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-694- 0.59% |
$14.1K - $16.6K
|
118K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-603- 4.7% |
$12.3K - $14.5K
|
12.2K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-602- 6.35% |
$12.3K - $14.4K
|
8.88K
$226K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-413- 6.54% |
$8.41K - $9.9K
|
5.9K
$150K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-150- 0.2% |
$3.05K - $3.6K
|
73.1K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-36- 9.3% |
$733 - $863
|
351
$8.92K
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-29.2K- 6.34% |
$659K - $716K
|
432K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.9K- 1.25% |
$380K - $413K
|
1.34M
$34M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.79K- 99.98% |
$130K - $142K
|
1
$25.4
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.36K- 23.59% |
$75.7K - $82.3K
|
10.9K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.77K- 15.72% |
$62.3K - $67.7K
|
14.8K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 8.05% |
$56.3K - $61.2K
|
28.6K
$726K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.11K- 12.63% |
$47.5K - $51.6K
|
14.6K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.61K- 57.84% |
$36.1K - $39.3K
|
1.17K
$29.7K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.57K- 6.49% |
$35.2K - $38.3K
|
22.5K
$573K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1K- 33.33% |
$22.5K - $24.5K
|
2K
$50.8K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-315- 0.68% |
$7.09K - $7.71K
|
45.8K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-300- 0.25% |
$6.76K - $7.34K
|
121K
$3.09M
|
|