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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-135K- 51.88% |
$3.05M - $3.32M
|
126K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 30.49% |
$2.44M - $2.65M
|
247K
$5.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-29.2K- 6.34% |
$659K - $716K
|
432K
$9.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.9K- 1.25% |
$380K - $413K
|
1.34M
$30.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-13.1K- 25.34% |
$296K - $322K
|
38.7K
$895K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-13K- 9.06% |
$293K - $318K
|
130K
$3.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.5K- 29.42% |
$281K - $306K
|
30K
$693K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-10.9K- 5.84% |
$246K - $267K
|
176K
$4.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 1.79% |
$235K - $256K
|
572K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-6.89K- 2.27% |
$155K - $169K
|
296K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.65K- 7.99% |
$150K - $163K
|
76.5K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-6.63K- 17.46% |
$149K - $162K
|
31.3K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.79K- 99.98% |
$130K - $142K
|
1
$23.1
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.42K- 1.07% |
$99.6K - $108K
|
411K
$9.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4.22K- 0.26% |
$94.9K - $103K
|
1.64M
$37.8M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-3.6K- 6.94% |
$81K - $88.1K
|
48.2K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.48K- 15.3% |
$78.3K - $85.1K
|
19.3K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.36K- 23.59% |
$75.7K - $82.3K
|
10.9K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.29K- 10.34% |
$74.2K - $80.6K
|
28.6K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.1K- 4.06% |
$69.8K - $75.9K
|
73.2K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.87K- 14.9% |
$64.7K - $70.3K
|
16.4K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.77K- 15.72% |
$62.3K - $67.7K
|
14.8K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.58K- 2.6% |
$58.1K - $63.2K
|
96.7K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.54K- 1.93% |
$57.2K - $62.2K
|
129K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 8.05% |
$56.3K - $61.2K
|
28.6K
$660K
|
|
|
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
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.06K- 1.12% |
$46.5K - $50.5K
|
183K
$4.23M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.8K- 6.91% |
$40.4K - $43.9K
|
24.2K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.61K- 8.48% |
$36.3K - $39.5K
|
17.4K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.61K- 57.84% |
$36.1K - $39.3K
|
1.17K
$27.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.57K- 4.16% |
$35.4K - $38.4K
|
36.1K
$836K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.57K- 6.49% |
$35.2K - $38.3K
|
22.5K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.4K- 3.73% |
$31.4K - $34.1K
|
36K
$833K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1K- 33.33% |
$22.5K - $24.5K
|
2K
$46.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-885- 62.9% |
$19.9K - $21.7K
|
522
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-704- 0.37% |
$15.9K - $17.2K
|
191K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-465- 6.86% |
$10.5K - $11.4K
|
6.32K
$146K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-324- 0.27% |
$7.3K - $7.93K
|
118K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-315- 0.68% |
$7.09K - $7.71K
|
45.8K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-300- 0.25% |
$6.76K - $7.34K
|
121K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-196- 2.18% |
$4.41K - $4.8K
|
8.79K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-191- 3.24% |
$4.3K - $4.68K
|
5.7K
$132K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-144- 1.58% |
$3.24K - $3.53K
|
8.94K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-70- 0.99% |
$1.58K - $1.71K
|
6.98K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-65- 0.4% |
$1.46K - $1.59K
|
16.1K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-35- 26.92% |
$788 - $857
|
95
$2.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26- 0.18% |
$586 - $636
|
14.6K
$337K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 11.71% |
$29K - $88.4K
|
9.48K
$219K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-443- 0.36% |
$28.4K - $31.2K
|
123K
$2.84M
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-71- 7.92% |
$4.45K - $4.7K
|
825
$19.1K
|
|