Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
1.09M+ 196.45% |
$25.1M - $76.5M
|
1.64M
$37.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
896K+ 195.77% |
$20.7M - $63M
|
1.35M
$31.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
446K+ 202.06% |
$10.3M - $31.3M
|
666K
$15.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
420KNew |
$9.69M - $29.5M
|
420K
$9.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
385K+ 1284.93% |
$8.88M - $27.1M
|
415K
$9.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
385K+ 201.05% |
$8.88M - $27.1M
|
576K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
384K+ 193.99% |
$8.87M - $27M
|
583K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
348K+ 204.23% |
$8.03M - $24.5M
|
519K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
260K+ 129.02% |
$5.99M - $18.3M
|
461K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
250K+ 233.51% |
$5.76M - $17.5M
|
356K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
241K+ 210.52% |
$5.55M - $16.9M
|
355K
$8.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
196K+ 182.69% |
$4.52M - $13.8M
|
303K
$6.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 212.08% |
$4.09M - $12.5M
|
261K
$6.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
124K+ 195.61% |
$2.85M - $8.69M
|
187K
$4.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
123K+ 197.65% |
$2.83M - $8.64M
|
185K
$4.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
122KNew |
$2.81M - $8.56M
|
122K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 160.2% |
$2.72M - $8.29M
|
191K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
93.2K+ 191.1% |
$2.15M - $6.56M
|
142K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
92.4K+ 181.15% |
$2.13M - $6.5M
|
143K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
81.6K+ 220.15% |
$1.88M - $5.74M
|
119K
$2.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
79.3K+ 151.77% |
$1.83M - $5.58M
|
132K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65.5K+ 193.78% |
$1.51M - $4.6M
|
99.3K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
62.7K+ 157.51% |
$1.45M - $4.41M
|
103K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60.2K+ 313.55% |
$1.39M - $4.23M
|
79.4K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59K+ 216.12% |
$1.36M - $4.15M
|
86.3K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
58.1K+ 215.8% |
$1.34M - $4.09M
|
85.1K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
57.8K+ 200.0% |
$1.33M - $4.06M
|
86.7K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
56.7K+ 207.12% |
$1.31M - $3.99M
|
84.1K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
56.4K+ 197.1% |
$1.3M - $3.96M
|
85K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55.1K+ 196.0% |
$1.27M - $3.87M
|
83.2K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
51.8KNew |
$1.2M - $3.64M
|
51.8K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
50.6K+ 196.56% |
$1.17M - $3.56M
|
76.3K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.5K+ 212.79% |
$1.14M - $3.48M
|
72.8K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.2K+ 200.0% |
$1.09M - $3.32M
|
70.7K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
41.6K+ 273.82% |
$960K - $2.93M
|
56.8K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
41.1K+ 874.0% |
$948K - $2.89M
|
45.8K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
39.3K+ 183.37% |
$907K - $2.76M
|
60.7K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
38K+ 202.54% |
$877K - $2.67M
|
56.8K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.8K+ 239.9% |
$826K - $2.52M
|
50.7K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
34.4K+ 174.29% |
$793K - $2.42M
|
54.1K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34.1K+ 200.0% |
$787K - $2.4M
|
51.2K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
33.9K+ 189.22% |
$782K - $2.38M
|
51.8K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32.4K+ 164.91% |
$748K - $2.28M
|
52.1K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30.8K+ 200.54% |
$711K - $2.17M
|
46.2K
$1.07M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30.8K+ 201.42% |
$711K - $2.17M
|
46.1K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
30.8K+ 200.0% |
$710K - $2.16M
|
46.2K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.9K+ 137.52% |
$690K - $2.1M
|
51.6K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.4K+ 199.96% |
$679K - $2.07M
|
44.1K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 200.0% |
$676K - $2.06M
|
43.9K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.4K+ 201.8% |
$655K - $2M
|
42.5K
$980K
|