Purchases and Sales Made in Q1 2023 in Schwab Fundamental U S Broad M (FNDB)

FNDB Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental U S Broad M (FNDB) during Q1 2023. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S BROAD M.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
29.5K
New
$1.53M - $1.68M
29.5K $708K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
28.8K
New
$1.49M - $1.64M
28.8K $689K
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
28.5K
New
$1.48M - $1.63M
28.5K $684K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
20.6K
+ 61.68%
$1.06M - $1.17M
53.9K $1.29M
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
16.7K
New
$864K - $952K
16.7K $401K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.4K
+ 84.84%
$588K - $648K
24.8K $594K
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
10.3K
New
$534K - $588K
10.3K $248K
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
6.02K
New
$311K - $343K
6.02K $144K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
5.93K
+ 4.04%
$306K - $337K
153K $3.66M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.59K
+ 5.03%
$289K - $318K
117K $2.79M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.38K
New
$278K - $306K
5.38K $129K
Oct 26, 2023 Q1 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
4.74K
+ 2.55%
$245K - $270K
190K $4.56M
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
4.52K
New
$233K - $257K
4.52K $108K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
3.19K
+ 4.88%
$165K - $182K
68.6K $1.64M
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
3.07K
+ 44.79%
$159K - $175K
9.92K $238K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
2.71K
+ 22.34%
$140K - $154K
14.8K $356K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
2.68K
+ 15.84%
$139K - $153K
19.6K $470K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
1.97K
+ 24.18%
$102K - $112K
10.1K $243K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.54K
+ 13.52%
$79.4K - $87.5K
12.9K $309K
Apr 17, 2023 Q1 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
1.5K
+ 5.91%
$77.6K - $85.4K
26.9K $644K
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
1.49K
+ 6.7%
$77K - $84.8K
23.7K $569K
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
1.41K
+ 8.7%
$73.1K - $80.5K
17.7K $423K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

BUY
 -
1.35K
+ 10.56%
$69.8K - $76.9K
14.1K $339K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.28K
+ 12.99%
$65.9K - $72.6K
11.1K $266K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
889
+ 5.04%
$46K - $50.6K
18.5K $444K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
826
New
$42.7K - $47K
826 $19.8K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
750
New
$38.8K - $42.7K
750 $18K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
395
+ 376.19%
$20.4K - $22.5K
500 $12K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
390
+ 3.47%
$20.2K - $22.2K
11.6K $279K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
356
+ 2.46%
$18.4K - $20.3K
14.8K $355K
Apr 21, 2023 Q1 2023
Resonant Capital Advisors, LLC

BUY
 -
225
+ 0.81%
$11.6K - $12.8K
28.1K $674K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
121
+ 0.49%
$6.26K - $6.89K
24.6K $591K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
76
+ 0.48%
$3.93K - $4.33K
15.9K $380K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
29
+ 0.49%
$1.5K - $1.65K
5.97K $143K
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
26
+ 0.48%
$1.34K - $1.48K
5.5K $132K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
21
+ 2100.0%
$1.09K - $1.2K
22 $527
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
21
+ 3.88%
$1.09K - $1.2K
562 $13.5K
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
20
+ 0.38%
$1.03K - $1.14K
5.29K $127K
May 15, 2023 Q1 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
18
+ 0.4%
$931 - $1.02K
4.51K $108K
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
16
+ 0.11%
$827 - $911
15.1K $361K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
10
+ 0.07%
$517 - $569
13.4K $321K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
8
+ 0.1%
$414 - $456
7.89K $189K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
4
+ 0.47%
$207 - $228
858 $20.6K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.15%
$51.7 - $56.9
682 $16.3K
May 10, 2023 Q1 2023
S.A. Mason LLC

BUY
 -
1
+ 0.05%
$51.7 - $56.9
2.18K $52.3K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1
+ 0.13%
$51.7 - $56.9
745 $17.9K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 2.33%
$51.7 - $56.9
44 $1.05K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
1
+ 1.96%
$51.7 - $56.9
52 $1.25K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0

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