Purchases and Sales Made in Q4 2023 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 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
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
105
New
$5.52K - $6.44K
105 $2.46K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
87
+ 0.54%
$4.57K - $5.33K
16.1K $377K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
75
+ 0.5%
$3.94K - $4.6K
15.2K $356K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
61
+ 0.5%
$3.21K - $3.74K
12.3K $289K
Jan 10, 2024 Q4 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
47
+ 0.34%
$2.47K - $2.88K
13.8K $324K
Feb 09, 2024 Q4 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
44
+ 0.13%
$2.31K - $2.7K
33.5K $786K
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
33
+ 0.44%
$1.73K - $2.02K
7.59K $178K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
30
New
$1.58K - $1.84K
30 $703
Feb 02, 2024 Q4 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
22
+ 0.48%
$1.16K - $1.35K
4.57K $107K
Jan 03, 2024 Q4 2023
Massmutual Trust CO Fsb

BUY
 -
19
+ 3.15%
$999 - $1.16K
622 $14.6K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
4
+ 0.46%
$210 - $245
871 $20.4K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2
+ 0.29%
$105 - $123
686 $16.1K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
2
+ 8.33%
$105 - $123
26 $609
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1
+ 0.02%
$52.6 - $61.3
4.08K $95.7K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
- 0.04%
$52.6 - $61.3
2.28K $53.4K
Feb 06, 2024 Q4 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-3
- 0.06%
$158 - $184
4.86K $114K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-62
- 6.8%
$3.26K - $3.8K
850 $19.9K
Jan 19, 2024 Q4 2023
Morgan Rosel Wealth Management, LLC

SELL
 -
-83
- 0.54%
$4.36K - $5.09K
15.2K $355K
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-120
- 44.44%
$6.31K - $7.35K
150 $3.51K
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-200
- 2.08%
$10.5K - $12.3K
9.42K $221K
Feb 09, 2024 Q4 2023
Wade Financial Advisory, Inc

SELL
 -
-214
- 1.33%
$11.2K - $13.1K
15.9K $373K
Jan 17, 2024 Q4 2023
Sage Financial Management Group, Inc.

SELL
 -
-290
- 4.6%
$15.2K - $17.8K
6.02K $141K
Jan 12, 2024 Q4 2023
Retirement Planning Group

SELL
 -
-319
- 2.86%
$16.8K - $19.6K
10.8K $254K
Feb 13, 2024 Q4 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-335
- 3.52%
$17.6K - $20.5K
9.19K $215K
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-422
- 2.74%
$22.2K - $25.9K
15K $352K
Jan 24, 2024 Q4 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-452
- 4.8%
$23.8K - $27.7K
8.96K $210K
Feb 09, 2024 Q4 2023
Mai Capital Management

SELL
 -
-497
- 3.77%
$26.1K - $30.5K
12.7K $297K
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

SELL
 -
-596
- 7.61%
$31.3K - $36.5K
7.23K $169K
Feb 06, 2024 Q4 2023
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-926
- 7.99%
$48.7K - $56.8K
10.7K $250K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-949
- 7.87%
$49.9K - $58.2K
11.1K $260K
Jan 31, 2024 Q4 2023
Litman Gregory Wealth Management LLC

SELL
 -
-1.07K
- 14.72%
$56.2K - $65.6K
6.2K $145K
Feb 05, 2024 Q4 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-1.46K
- 3.34%
$76.7K - $89.5K
42.3K $991K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-1.65K
- 10.96%
$86.7K - $101K
13.4K $314K
Jan 30, 2024 Q4 2023
Sfmg, LLC

SELL
 -
-1.66K
- 14.96%
$87K - $101K
9.41K $220K
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-1.89K
- 2.65%
$99.1K - $116K
69.2K $1.62M
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

SELL
 -
-2.32K
- 4.36%
$122K - $142K
50.9K $1.19M
Feb 02, 2024 Q4 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
SELL
 -
-2.5K
- 8.76%
$131K - $153K
26K $610K
Jan 08, 2024 Q4 2023
Channel Wealth LLC

Santa Barbara, CA
SELL
 -
-2.75K
- 16.27%
$145K - $169K
14.2K $332K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-2.82K
- 46.06%
$148K - $173K
3.3K $77.3K
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-3.12K
- 22.9%
$164K - $191K
10.5K $246K
Feb 02, 2024 Q4 2023
Callan Capital, LLC

La Jolla, CA
SELL
 -
-5.06K
- 1.08%
$266K - $310K
463K $10.8M
Feb 09, 2024 Q4 2023
Ubs Group Ag

SELL
 -
-6.2K
- 10.94%
$326K - $380K
50.5K $1.18M
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

SELL
 -
-6.25K
- 9.22%
$328K - $383K
61.5K $1.44M
Jan 08, 2024 Q4 2023
Guardian Financial Partners, LLC

SELL
 -
-8.04K
- 9.59%
$423K - $493K
75.8K $1.78M
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-13.2K
- 27.62%
$692K - $807K
34.5K $808K
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
SELL
 -
-22.8K
- 25.6%
$1.2M - $1.4M
66.3K $1.55M

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