Purchases and Sales Made in Q3 2021 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.18K- 6.81% |
$61.5K - $65.6K
|
16.1K
$373K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.36K- 2.74% |
$71.1K - $76K
|
48.3K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.67K- 14.79% |
$140K - $149K
|
15.4K
$357K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
SELL
|
- |
-4.7K- 34.61% |
$246K - $262K
|
8.87K
$206K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-6.09K- 47.58% |
$318K - $340K
|
6.71K
$156K
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13.1KClosed |
$688K - $734K
|
0
$0
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.1KClosed |
$688K - $734K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-18.6K- 11.95% |
$971K - $1.04M
|
137K
$3.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.3KClosed |
$1.17M - $1.25M
|
0
$0
|