Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
542KNew |
$28.5M - $33.2M
|
542K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.1K+ 180.85% |
$1.58M - $1.84M
|
46.7K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.7K+ 189.79% |
$985K - $1.15M
|
28.6K
$666K
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
16.4K+ 8.8% |
$859K - $1M
|
202K
$4.71M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 6.47% |
$693K - $808K
|
217K
$5.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$607K - $708K
|
11.6K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11K+ 8.95% |
$578K - $674K
|
134K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$572K - $667K
|
10.9K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.32KNew |
$385K - $449K
|
7.32K
$171K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.15K+ 128.2% |
$376K - $438K
|
12.7K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.13K+ 65.65% |
$375K - $437K
|
18K
$419K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.07K+ 169.67% |
$372K - $433K
|
11.2K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.22K+ 10.35% |
$327K - $381K
|
66.3K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18K+ 14.21% |
$325K - $379K
|
49.6K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.78KNew |
$304K - $354K
|
5.78K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.73K+ 7.06% |
$301K - $351K
|
86.9K
$2.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.67KNew |
$298K - $347K
|
5.67K
$132K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.07KNew |
$266K - $310K
|
5.07K
$118K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.03KNew |
$264K - $308K
|
5.03K
$117K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.79KNew |
$252K - $294K
|
4.79K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.67K+ 88.69% |
$245K - $286K
|
9.93K
$231K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.22K+ 2.22% |
$222K - $259K
|
194K
$4.53M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.14KNew |
$217K - $253K
|
4.14K
$96.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.12KNew |
$216K - $252K
|
4.12K
$95.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.72K+ 43.77% |
$195K - $228K
|
12.2K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.65K+ 585.87% |
$192K - $224K
|
4.27K
$99.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.62KNew |
$190K - $222K
|
3.62K
$84.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.36KNew |
$176K - $206K
|
3.36K
$78.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.28KNew |
$172K - $201K
|
3.28K
$76.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
3.27KNew |
$172K - $201K
|
3.27K
$76.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.02K+ 17.73% |
$159K - $185K
|
20.1K
$467K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
2.51K+ 11.27% |
$132K - $154K
|
24.8K
$577K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.39K+ 9.97% |
$126K - $146K
|
26.4K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.84KNew |
$96.8K - $113K
|
1.84K
$42.9K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
1.63K+ 14.53% |
$85.8K - $100K
|
12.9K
$300K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$80.7K - $94.1K
|
1.54K
$35.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.52KNew |
$79.9K - $93.2K
|
1.52K
$35.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.23K+ 0.74% |
$64.4K - $75.1K
|
166K
$3.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
805+ 2.99% |
$42.3K - $49.3K
|
27.7K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
669+ 15.51% |
$35.2K - $41K
|
4.98K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
642+ 10.94% |
$33.7K - $39.3K
|
6.51K
$152K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
634+ 6.73% |
$33.3K - $38.9K
|
10.1K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
336New |
$17.7K - $20.6K
|
336
$7.83K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
324New |
$17K - $19.9K
|
324
$7.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
300+ 0.98% |
$15.8K - $18.4K
|
31K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
204+ 1.66% |
$10.7K - $12.5K
|
12.5K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
169+ 0.84% |
$8.88K - $10.4K
|
20.2K
$470K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162+ 0.58% |
$8.51K - $9.93K
|
28.1K
$655K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
151+ 0.25% |
$7.94K - $9.25K
|
61.6K
$1.44M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
105New |
$5.52K - $6.44K
|
105
$2.45K
|