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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-4.22K- 0.26% |
$94.9K - $103K
|
1.64M
$37.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.42K- 1.07% |
$99.6K - $108K
|
411K
$9.49M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.79K- 99.98% |
$130K - $142K
|
1
$23.1
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.83K- 91.98% |
$131K - $143K
|
508
$11.7K
|
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.65K- 7.99% |
$150K - $163K
|
76.5K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-6.89K- 2.27% |
$155K - $169K
|
296K
$6.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 1.79% |
$235K - $256K
|
572K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-10.9K- 5.84% |
$246K - $267K
|
176K
$4.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.5K- 29.42% |
$281K - $306K
|
30K
$693K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-13K- 9.06% |
$293K - $318K
|
130K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-13.1K- 25.34% |
$296K - $322K
|
38.7K
$895K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.9K- 1.25% |
$380K - $413K
|
1.34M
$30.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-29.2K- 6.34% |
$659K - $716K
|
432K
$9.98M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 30.49% |
$2.44M - $2.65M
|
247K
$5.71M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-135K- 51.88% |
$3.05M - $3.32M
|
126K
$2.91M
|