Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.29M+ 106368.72% |
$26.3M - $31M
|
1.29M
$33M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
187K+ 217.63% |
$3.81M - $4.49M
|
273K
$6.96M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
91.3K+ 185.48% |
$1.86M - $2.19M
|
141K
$3.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.3K+ 12.15% |
$1.51M - $1.78M
|
686K
$17.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
67.2K+ 10.59% |
$1.37M - $1.61M
|
702K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.3K+ 63.02% |
$1.15M - $1.35M
|
146K
$3.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.9K+ 28.77% |
$1.12M - $1.32M
|
246K
$6.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
49.8KNew |
$1.01M - $1.19M
|
49.8K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.4KNew |
$904K - $1.06M
|
44.4K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 7.76% |
$904K - $1.06M
|
617K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.4K+ 186.09% |
$701K - $825K
|
52.9K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.7K+ 6.02% |
$503K - $592K
|
435K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 3.29% |
$451K - $531K
|
695K
$17.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.1K+ 5.87% |
$430K - $506K
|
381K
$9.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 6.23% |
$313K - $369K
|
262K
$6.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
14.2K+ 71.83% |
$290K - $342K
|
34.1K
$869K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$253K - $298K
|
12.4K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$236K - $278K
|
11.6K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10K+ 83.31% |
$204K - $240K
|
22K
$561K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.88K+ 60.89% |
$201K - $237K
|
26.1K
$666K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.76K+ 11.03% |
$199K - $234K
|
98.2K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.52KNew |
$174K - $204K
|
8.52K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.88K+ 49.05% |
$160K - $189K
|
23.9K
$610K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6.91KNew |
$141K - $166K
|
6.91K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.56K+ 6.02% |
$134K - $157K
|
116K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.4K+ 10.35% |
$110K - $129K
|
57.6K
$1.47M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
5.37K+ 7.92% |
$109K - $129K
|
73.2K
$1.87M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.92K+ 9.88% |
$100K - $118K
|
54.7K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.44K+ 22.54% |
$90.3K - $106K
|
24.1K
$615K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.11K+ 6.74% |
$83.7K - $98.6K
|
65.1K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.66K+ 105.45% |
$74.5K - $87.7K
|
7.13K
$182K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.32K+ 33.84% |
$47.2K - $55.6K
|
9.17K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.57K+ 1.1% |
$32K - $37.7K
|
145K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.52K+ 108.01% |
$31K - $36.5K
|
2.94K
$74.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 99.93% |
$30.5K - $35.9K
|
3K
$76.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.28K+ 6.11% |
$26.1K - $30.8K
|
22.3K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.27K+ 8.67% |
$25.8K - $30.3K
|
15.9K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14KNew |
$23.1K - $27.3K
|
1.14K
$29K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.05KNew |
$21.4K - $25.2K
|
1.05K
$26.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
900New |
$18.3K - $21.6K
|
900
$23K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
786+ 4.07% |
$16K - $18.8K
|
20.1K
$513K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
623+ 6.8% |
$12.7K - $14.9K
|
9.79K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
600+ 31.58% |
$12.2K - $14.4K
|
2.5K
$63.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
453New |
$9.22K - $10.9K
|
453
$11.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
158+ 0.32% |
$3.22K - $3.79K
|
49.1K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
150+ 0.43% |
$3.05K - $3.6K
|
35K
$891K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
145New |
$2.95K - $3.48K
|
145
$3.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
137+ 0.32% |
$2.79K - $3.29K
|
42.5K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99+ 0.2% |
$2.02K - $2.37K
|
49.8K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
81+ 0.18% |
$1.65K - $1.94K
|
46.4K
$1.18M
|