Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
243K
+ 457.46%
$12M - $14.2M
297K $6.91M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
31K
+ 301.58%
$1.53M - $1.81M
41.3K $963K
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
19.6K
New
$966K - $1.15M
19.6K $457K
Aug 05, 2022 Q2 2022
Wade Financial Advisory, Inc

BUY
 -
17K
+ 143.48%
$839K - $995K
28.9K $673K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
16K
+ 31.06%
$788K - $936K
67.5K $1.57M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
13.3K
+ 19.31%
$655K - $778K
82.2K $1.91M
Jul 11, 2022 Q2 2022
Cva Family Office, LLC

BUY
 -
9.36K
+ 21.97%
$461K - $548K
52K $1.21M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
9.22K
+ 5.95%
$454K - $539K
164K $3.82M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
9.04K
+ 2.25%
$445K - $529K
412K $9.59M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.91K
+ 26.83%
$390K - $463K
37.4K $871K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.14K
+ 11.91%
$204K - $242K
38.9K $907K
Aug 01, 2022 Q2 2022
James Investment Research Inc

BUY
 -
2.68K
+ 999.63%
$132K - $157K
2.95K $68.7K
Jul 13, 2022 Q2 2022
Guardian Financial Partners, LLC

BUY
 -
2.04K
+ 1.81%
$101K - $119K
115K $2.67M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
1.85K
+ 7.44%
$90.9K - $108K
26.6K $621K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
1.85K
+ 7.44%
$90.9K - $108K
26.6K $621K
Aug 02, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1.78K
+ 34.63%
$87.7K - $104K
6.92K $161K
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
1.74K
+ 1.23%
$85.7K - $102K
143K $3.33M
Jul 27, 2022 Q2 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
1.6K
+ 11.17%
$78.8K - $93.6K
15.9K $371K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.24K
+ 36.27%
$61.3K - $72.7K
4.67K $109K
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
1.16K
+ 30.07%
$57.1K - $67.8K
5.02K $117K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.13K
New
$55.6K - $66K
1.13K $26.3K
Jul 25, 2022 Q2 2022
Foster Group, Inc.

BUY
 -
1.08K
+ 7.29%
$53.3K - $63.2K
15.9K $371K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
867
New
$42.7K - $50.7K
867 $20.2K
Jul 25, 2022 Q2 2022
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
847
+ 1.33%
$41.7K - $49.5K
64.4K $1.5M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
760
+ 0.93%
$37.4K - $44.4K
82.6K $1.92M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
474
+ 6.64%
$23.3K - $27.7K
7.61K $177K
Aug 01, 2022 Q2 2022
Pflug Koory, LLC

BUY
 -
220
New
$10.8K - $12.9K
220 $5.13K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
165
New
$8.13K - $9.65K
165 $3.84K
Aug 08, 2022 Q2 2022
Sfmg, LLC

BUY
 -
84
+ 0.76%
$4.14K - $4.91K
11.1K $260K
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
81
+ 0.52%
$3.99K - $4.74K
15.6K $364K
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
78
+ 1.4%
$3.84K - $4.56K
5.65K $132K
Aug 09, 2022 Q2 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
57
+ 0.38%
$2.81K - $3.33K
15.2K $355K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
52
New
$2.56K - $3.04K
52 $1.21K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
44
+ 0.25%
$2.17K - $2.57K
17.5K $409K
Jul 06, 2022 Q2 2022
Vigilant Capital Management, LLC

BUY
 -
40
+ 0.32%
$1.97K - $2.34K
12.7K $296K
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
35
+ 0.21%
$1.72K - $2.05K
16.7K $389K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
34
+ 2.19%
$1.67K - $1.99K
1.58K $36.9K
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
24
+ 0.51%
$1.18K - $1.4K
4.69K $109K
Jul 07, 2022 Q2 2022
Massmutual Trust CO Fsb

BUY
 -
21
+ 4.4%
$1.03K - $1.23K
498 $11.6K
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

BUY
 -
20
+ 0.08%
$985 - $1.17K
24.2K $565K
Aug 15, 2022 Q2 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
18
+ 0.44%
$887 - $1.05K
4.15K $96.7K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
16
New
$788 - $936
16 $373
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
10
+ 0.07%
$493 - $585
13.4K $311K
Aug 08, 2022 Q2 2022
Tevis Investment Management

BUY
 -
6
New
$296 - $351
6 $140
Oct 12, 2022 Q2 2022
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
5
+ 0.92%
$246 - $292
547 $12.7K
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
5
+ 0.6%
$246 - $292
845 $19.7K
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2
+ 0.3%
$98.5 - $117
679 $15.8K
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

BUY
 -
2
New
$98.5 - $117
2 $46.6
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
1
+ 2.0%
$49.3 - $58.5
51 $1.19K

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