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 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
62+ 0.13% |
$1.26K - $1.49K
|
48.3K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
60+ 0.14% |
$1.22K - $1.44K
|
42.7K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
52+ 1.31% |
$1.06K - $1.25K
|
4.03K
$103K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
51+ 0.56% |
$1.04K - $1.22K
|
9.14K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.39% |
$957 - $1.13K
|
12.2K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38+ 0.35% |
$774 - $911
|
10.9K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 0.43% |
$774 - $911
|
8.82K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34+ 1.51% |
$692 - $815
|
2.28K
$58.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.43% |
$652 - $767
|
7.41K
$189K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22New |
$448 - $528
|
22
$561
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20+ 0.29% |
$407 - $480
|
7K
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 0.37% |
$366 - $432
|
4.85K
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
17+ 0.42% |
$346 - $408
|
4.02K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 0.42% |
$204 - $240
|
2.41K
$61.6K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.03% |
$40.7 - $48
|
6.55K
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.4 - $24
|
1
$25.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-36- 9.3% |
$733 - $863
|
351
$8.95K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-104- 0.29% |
$2.12K - $2.49K
|
35.9K
$917K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-150- 0.2% |
$3.05K - $3.6K
|
73.1K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-230- 2.53% |
$4.68K - $5.52K
|
8.85K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-342- 0.26% |
$6.96K - $8.2K
|
130K
$3.32M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-413- 6.54% |
$8.41K - $9.9K
|
5.9K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-602- 6.35% |
$12.3K - $14.4K
|
8.88K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-603- 4.7% |
$12.3K - $14.5K
|
12.2K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-694- 0.59% |
$14.1K - $16.6K
|
118K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-762- 2.43% |
$15.5K - $18.3K
|
30.6K
$780K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-943- 3.15% |
$19.2K - $22.6K
|
29K
$739K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-978- 40.85% |
$19.9K - $23.5K
|
1.42K
$36.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.03K- 5.34% |
$21K - $24.7K
|
18.2K
$465K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 12.12% |
$24.4K - $28.8K
|
8.7K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.31K- 3.39% |
$26.7K - $31.5K
|
37.4K
$953K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.36K- 6.55% |
$27.6K - $32.5K
|
19.4K
$494K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.57K- 0.89% |
$31.9K - $37.6K
|
174K
$4.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 22.67% |
$37.1K - $43.7K
|
6.21K
$158K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.32K- 1.8% |
$47.3K - $55.7K
|
127K
$3.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.34K- 2.73% |
$47.7K - $56.1K
|
83.4K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.89K- 17.63% |
$58.8K - $69.3K
|
13.5K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.49K- 1.91% |
$71.1K - $83.7K
|
179K
$4.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.67K- 12.86% |
$74.8K - $88.1K
|
24.9K
$634K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.36K- 18.02% |
$88.7K - $104K
|
19.8K
$505K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.99K- 13.81% |
$102K - $120K
|
31.2K
$794K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-5.61K- 1.9% |
$114K - $135K
|
290K
$7.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.52K- 13.1% |
$133K - $156K
|
43.2K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.93K- 39.52% |
$141K - $166K
|
10.6K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.54K- 36.51% |
$154K - $181K
|
13.1K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.4K- 72.2% |
$274K - $322K
|
5.17K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.8K- 20.59% |
$321K - $378K
|
60.8K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17K- 56.61% |
$346K - $407K
|
13K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.9K- 15.86% |
$406K - $478K
|
106K
$2.7M
|