Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
113KNew |
$7.06M - $7.47M
|
113K
$2.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
21.4K+ 77.76% |
$1.34M - $1.42M
|
48.9K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
12.3K+ 57.28% |
$769K - $814K
|
33.7K
$824K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 115.61% |
$645K - $682K
|
19.2K
$469K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 9.09% |
$644K - $681K
|
123K
$3.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.2KNew |
$637K - $674K
|
10.2K
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.66K+ 5.59% |
$543K - $574K
|
164K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.09K+ 3.37% |
$445K - $470K
|
218K
$5.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
7.06KNew |
$443K - $468K
|
7.06K
$173K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.78K+ 7.56% |
$362K - $383K
|
82.2K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.73K+ 24.01% |
$359K - $379K
|
29.6K
$723K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.73KNew |
$297K - $314K
|
4.73K
$116K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.14K+ 0.91% |
$259K - $274K
|
459K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.49KNew |
$219K - $231K
|
3.49K
$85.3K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.96K+ 3.43% |
$185K - $196K
|
89.1K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.96K+ 3.43% |
$185K - $196K
|
89.1K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.77K+ 4.1% |
$173K - $183K
|
70.2K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.76K+ 56.65% |
$173K - $183K
|
7.64K
$187K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.59K+ 0.47% |
$162K - $172K
|
549K
$13.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 8.89% |
$149K - $158K
|
29.2K
$713K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.17KNew |
$136K - $144K
|
2.17K
$53K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.87K+ 3.09% |
$117K - $124K
|
62.4K
$1.52M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
1.55K+ 12.11% |
$96.8K - $102K
|
14.3K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 13.76% |
$93.9K - $99.3K
|
12.4K
$303K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.22K+ 19.6% |
$76.4K - $80.8K
|
7.45K
$182K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 5.52% |
$75.9K - $80.3K
|
23.2K
$566K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16KNew |
$72.4K - $76.6K
|
1.16K
$28.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.03K+ 7.98% |
$64.7K - $68.4K
|
14K
$341K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
787+ 7.43% |
$49.3K - $52.1K
|
11.4K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
765+ 3.79% |
$47.9K - $50.7K
|
21K
$512K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
653+ 4.73% |
$40.9K - $43.3K
|
14.4K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
625New |
$39.2K - $41.4K
|
625
$15.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
609New |
$38.2K - $40.4K
|
609
$14.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
549+ 16.15% |
$34.4K - $36.4K
|
3.95K
$96.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
396+ 252.23% |
$24.8K - $26.2K
|
553
$13.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
340+ 0.17% |
$21.3K - $22.5K
|
196K
$4.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
272+ 7.48% |
$17K - $18K
|
3.91K
$95.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
268+ 0.16% |
$16.8K - $17.8K
|
169K
$4.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
259+ 1.48% |
$16.2K - $17.2K
|
17.8K
$435K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
187+ 178.1% |
$11.7K - $12.4K
|
292
$7.13K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
75+ 0.57% |
$4.7K - $4.97K
|
13.3K
$326K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
66+ 0.35% |
$4.14K - $4.37K
|
19.2K
$468K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
48+ 0.35% |
$3.01K - $3.18K
|
14K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
45New |
$2.82K - $2.98K
|
45
$1.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
22New |
$1.38K - $1.46K
|
22
$537
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$627 - $663
|
10
$244
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.22% |
$627 - $663
|
4.59K
$112K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1- 0.02% |
$62.7 - $66.3
|
4.86K
$119K
|