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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-37- 1.87% |
$2.32K - $2.45K
|
1.94K
$44.9K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.42K- 12.64% |
$85K - $94.2K
|
9.82K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-257- 7.83% |
$15.4K - $17K
|
3.02K
$69.9K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-125- 3.82% |
$7.48K - $8.28K
|
3.15K
$72.8K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-3.52K- 77.13% |
$168K - $196K
|
1.04K
$24.1K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.59K- 32.14% |
$122K - $145K
|
5.47K
$126K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.16K- 20.11% |
$54.7K - $65.1K
|
4.61K
$107K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-547Closed |
$25.8K - $30.7K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-94.6KClosed |
$4.66M - $5.53M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.53KClosed |
$174K - $206K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.76KClosed |
$86.8K - $103K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.14KClosed |
$56K - $66.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-375- 8.15% |
$18.5K - $21.9K
|
4.23K
$97.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-260Closed |
$12.8K - $15.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-12.6KClosed |
$693K - $748K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-552Closed |
$30.3K - $32.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$544K - $586K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-5.44KClosed |
$294K - $316K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.72KClosed |
$92.9K - $100K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-850Closed |
$45.9K - $49.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-466Closed |
$25.2K - $27.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.1KClosed |
$688K - $734K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-154- 29.11% |
$7.98K - $8.59K
|
375
$8.67K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-94Closed |
$4.87K - $5.24K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3Closed |
$156 - $167
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.48KClosed |
$420K - $495K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29Closed |
$1.28K - $1.51K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-871Closed |
$31.1K - $35.5K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-375Closed |
$13.4K - $15.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 17, 2020
Q2 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-55.9KClosed |
$1.63M - $2.21M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-27.2KClosed |
$795K - $1.07M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-482Closed |
$14.1K - $19.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-8.94KClosed |
$238K - $385K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-180Closed |
$4.79K - $7.74K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-156Closed |
$4.15K - $6.71K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$26.6 - $43
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-152Closed |
$5.75K - $6.43K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-108Closed |
$4.08K - $4.57K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$37.8 - $42.3
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.74KClosed |
$223K - $228K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.25KClosed |
$87.5K - $89.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.9KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Atwood & Palmer Inc
|
SELL
|
- |
-482Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-440Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-6.03KClosed |
N/A
|
0
$0
|
|
|
Sep 13, 2021
Q1 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-504Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-59Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-20.4KClosed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Gemmer Asset Management LLC
|
SELL
|
- |
-739Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|