Purchases and Sales Made in Q1 2025 in Schwab Fundamental U S Broad M (FNDB)
This table provides information about the institutional ownership of Schwab Fundamental U S Broad M (FNDB) during Q1 2025. 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 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
116K+ 22.31% |
$2.61M - $2.83M
|
635K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.2K+ 821.79% |
$1.65M - $1.79M
|
82.1K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.4KNew |
$1.27M - $1.38M
|
56.4K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.5KNew |
$1.14M - $1.24M
|
50.5K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
48.9KNew |
$1.1M - $1.2M
|
48.9K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38K+ 325.42% |
$855K - $930K
|
49.7K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.6K+ 6.18% |
$802K - $872K
|
612K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
34.1KNew |
$769K - $836K
|
34.1K
$789K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.6K+ 6.09% |
$577K - $627K
|
446K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
19.8KNew |
$447K - $485K
|
19.8K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.6K+ 36390.2% |
$418K - $454K
|
18.6K
$430K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18K+ 3539.57% |
$405K - $440K
|
18.5K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2KNew |
$365K - $397K
|
16.2K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 17.77% |
$291K - $317K
|
85.7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12KNew |
$270K - $294K
|
12K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
12KNew |
$269K - $293K
|
12K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$260K - $282K
|
11.5K
$267K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
11K+ 19.39% |
$248K - $270K
|
67.8K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
9.09KNew |
$205K - $223K
|
9.09K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.08KNew |
$204K - $222K
|
9.08K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.65K+ 18.17% |
$172K - $187K
|
49.8K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.38K+ 55.57% |
$166K - $181K
|
20.7K
$478K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.92K+ 1.04% |
$156K - $169K
|
673K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.59K+ 8.3% |
$148K - $161K
|
86K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.58K+ 6.42% |
$148K - $161K
|
109K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.1K+ 11.56% |
$115K - $125K
|
49.2K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.52K+ 5.31% |
$102K - $111K
|
89.5K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.35K+ 5.16% |
$97.8K - $106K
|
88.5K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.3K+ 51.75% |
$96.8K - $105K
|
12.6K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
4KNew |
$90.1K - $97.9K
|
4K
$92.5K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.98KNew |
$89.6K - $97.4K
|
3.98K
$92K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.9K+ 8.52% |
$87.8K - $95.5K
|
49.7K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.72K+ 7.2% |
$83.7K - $90.9K
|
55.3K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.51K+ 0.98% |
$79K - $85.9K
|
360K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.02K+ 3.49% |
$67.9K - $73.8K
|
89.3K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7K+ 3140.7% |
$60.8K - $66.1K
|
2.79K
$64.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2.4KNew |
$54.1K - $58.8K
|
2.4K
$55.6K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.08K+ 12.08% |
$46.9K - $51K
|
19.3K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.9KNew |
$42.8K - $46.5K
|
1.9K
$43.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.76K+ 27.96% |
$39.5K - $43K
|
8.03K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 2.82% |
$32.2K - $35K
|
52.2K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.4K+ 7.16% |
$31.6K - $34.4K
|
21K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.22KNew |
$27.4K - $29.7K
|
1.22K
$28.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.1K+ 0.77% |
$24.7K - $26.8K
|
143K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
952+ 4.82% |
$21.4K - $23.3K
|
20.7K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
824+ 4.93% |
$18.6K - $20.2K
|
17.5K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
514+ 8.11% |
$11.6K - $12.6K
|
6.85K
$158K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
387New |
$8.72K - $9.47K
|
387
$8.95K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
304+ 27.46% |
$6.85K - $7.44K
|
1.41K
$32.6K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
278+ 2.35% |
$6.26K - $6.81K
|
12.1K
$280K
|