Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
35.3K
+ 205.46%
$1.85M - $1.97M
52.5K $1.23M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
34.2K
+ 12.98%
$1.79M - $1.91M
297K $6.96M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
15.3K
New
$801K - $856K
15.3K $358K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.5K
+ 9.97%
$548K - $585K
116K $2.7M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
9.56K
New
$500K - $534K
9.56K $223K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
7.57K
+ 149.12%
$396K - $423K
12.7K $296K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.14K
+ 10.64%
$269K - $287K
53.5K $1.25M
Nov 02, 2021 Q3 2021
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
4.5K
New
$235K - $251K
4.5K $105K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.81K
+ 14.15%
$199K - $213K
30.8K $719K
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.73K
+ 25.29%
$143K - $152K
13.5K $316K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
1.61K
+ 3.27%
$84.2K - $89.9K
50.9K $1.19M
Oct 26, 2021 Q3 2021
Morgan Rosel Wealth Management, LLC

BUY
 -
1.61K
+ 11.39%
$84.1K - $89.8K
15.7K $368K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
1.14K
New
$59.4K - $63.5K
1.14K $26.6K
Nov 16, 2021 Q3 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
539
New
$28.2K - $30.1K
539 $12.6K
Nov 04, 2021 Q3 2021
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
524
+ 7.64%
$27.4K - $29.3K
7.38K $173K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
395
+ 0.24%
$20.7K - $22.1K
168K $3.94M
Nov 02, 2021 Q3 2021
Dougherty Wealth Advisers LLC

BUY
 -
381
New
$19.9K - $21.3K
381 $8.91K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
334
New
$17.5K - $18.7K
334 $7.81K
Oct 14, 2021 Q3 2021
Beam Wealth Advisors, Inc.

BUY
 -
118
+ 1.19%
$6.17K - $6.59K
10.1K $235K
Nov 15, 2021 Q3 2021
Foster Group, Inc.

BUY
 -
52
+ 0.45%
$2.72K - $2.9K
11.6K $271K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
45
+ 0.44%
$2.35K - $2.51K
10.3K $241K
Oct 18, 2021 Q3 2021
Retirement Planning Group

BUY
 -
35
+ 0.27%
$1.83K - $1.96K
13K $303K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
28
+ 68.29%
$1.46K - $1.56K
69 $1.61K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
23
+ 0.44%
$1.2K - $1.28K
5.23K $122K
Nov 12, 2021 Q3 2021
Massmutual Trust CO Fsb

BUY
 -
14
+ 3.36%
$732 - $782
431 $10.1K
Nov 05, 2021 Q3 2021
Baystate Wealth Management LLC

BUY
 -
4
+ 0.48%
$209 - $223
833 $19.5K
Nov 15, 2021 Q3 2021
Resolute Advisors LLC

BUY
 -
3
+ 0.55%
$157 - $168
550 $12.9K
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3
+ 0.05%
$157 - $168
5.89K $138K
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.13%
$52.3 - $55.9
775 $18.1K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
SELL
 -
-77
- 0.51%
$4.03K - $4.3K
15.2K $355K
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-105
- 2.11%
$5.49K - $5.87K
4.86K $114K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-107
Closed
$5.6K - $5.98K
0 $0
Oct 26, 2021 Q3 2021
Sol Capital Management CO

SELL
 -
-200
- 3.55%
$10.5K - $11.2K
5.44K $127K
Oct 20, 2021 Q3 2021
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-221
- 1.31%
$11.6K - $12.3K
16.6K $389K
Nov 02, 2021 Q3 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-289
- 1.97%
$15.1K - $16.1K
14.4K $336K
Nov 01, 2021 Q3 2021
Sfmg, LLC

SELL
 -
-327
- 2.87%
$17.1K - $18.3K
11.1K $259K
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

SELL
 -
-340
- 6.93%
$17.8K - $19K
4.57K $107K
Nov 10, 2021 Q3 2021
Valley National Advisers Inc

SELL
 -
-343
- 3.97%
$17.9K - $19.2K
8.3K $194K
Oct 26, 2021 Q3 2021
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-439
- 6.29%
$23K - $24.5K
6.54K $153K
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

SELL
 -
-475
- 58.28%
$24.8K - $26.5K
340 $7.95K
Oct 15, 2021 Q3 2021
Callan Capital, LLC

La Jolla, CA
SELL
 -
-509
- 0.9%
$26.6K - $28.4K
56.2K $1.31M
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

SELL
 -
-543
- 0.78%
$28.4K - $30.3K
68.7K $1.61M
Nov 05, 2021 Q3 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-552
- 3.85%
$28.9K - $30.8K
13.8K $323K
Oct 25, 2021 Q3 2021
Leonard Rickey Investment Advisors P.L.L.C.

SELL
 -
-579
- 0.91%
$30.3K - $32.3K
63.2K $1.48M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-878
- 16.0%
$45.9K - $49K
4.61K $108K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
SELL
 -
-1.01K
- 40.35%
$52.9K - $56.5K
1.5K $35K
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-1.14K
- 8.07%
$59.6K - $63.7K
13K $304K
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
SELL
 -
-1.17K
- 9.28%
$60.9K - $65.1K
11.4K $266K

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