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 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
12.8K+ 200.0% |
$296K - $903K
|
19.3K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
12.6K+ 272.65% |
$291K - $887K
|
17.2K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.8K+ 241.62% |
$272K - $830K
|
16.7K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
11.7K+ 200.0% |
$270K - $822K
|
17.5K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.6K+ 193.87% |
$268K - $816K
|
17.6K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.2K+ 200.0% |
$257K - $784K
|
16.7K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11K+ 199.98% |
$255K - $777K
|
16.6K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 200.0% |
$235K - $715K
|
15.3K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.52K+ 200.0% |
$197K - $599K
|
12.8K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.91K+ 201.22% |
$183K - $557K
|
11.8K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.24K+ 200.0% |
$167K - $509K
|
10.9K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.6K+ 200.0% |
$152K - $464K
|
9.9K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6.06K+ 200.0% |
$140K - $426K
|
9.09K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.9K+ 199.97% |
$136K - $415K
|
8.84K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.62K+ 200.0% |
$130K - $395K
|
8.43K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.6K+ 761.63% |
$129K - $394K
|
6.33K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 200.91% |
$128K - $390K
|
8.31K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.51K+ 357.13% |
$127K - $387K
|
7.05K
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.91K+ 201.39% |
$113K - $345K
|
7.35K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
4.37K+ 200.05% |
$101K - $307K
|
6.55K
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.23K+ 200.0% |
$97.5K - $297K
|
6.34K
$152K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.19KNew |
$96.7K - $295K
|
4.19K
$101K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.91K+ 165.71% |
$90.3K - $275K
|
6.28K
$151K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.21K+ 200.5% |
$74.1K - $226K
|
4.81K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.49K+ 128.16% |
$57.3K - $175K
|
4.42K
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 200.0% |
$53.3K - $163K
|
3.47K
$83.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2K+ 200.0% |
$46.1K - $141K
|
3K
$72K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.77K+ 175.3% |
$40.8K - $124K
|
2.78K
$66.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 200.13% |
$34.4K - $105K
|
2.23K
$53.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$31.2K - $95.1K
|
1.35K
$32.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.22K+ 200.0% |
$28.1K - $85.6K
|
1.83K
$43.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
938+ 200.0% |
$21.6K - $66K
|
1.41K
$33.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
880+ 141.94% |
$20.3K - $61.9K
|
1.5K
$36K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
807+ 269.0% |
$18.6K - $56.7K
|
1.11K
$26.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
600+ 200.0% |
$13.8K - $42.2K
|
900
$21.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
374+ 200.0% |
$8.63K - $26.3K
|
561
$13.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
310+ 200.0% |
$7.15K - $21.8K
|
465
$11.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
306+ 200.0% |
$7.06K - $21.5K
|
459
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
154+ 200.0% |
$3.55K - $10.8K
|
231
$5.55K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
149+ 0.48% |
$3.44K - $10.5K
|
31K
$745K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
130New |
$3K - $9.14K
|
130
$3.12K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57+ 196.55% |
$1.31K - $4.01K
|
86
$2.06K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10+ 200.0% |
$231 - $703
|
15
$360
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58- 0.49% |
$1.34K - $4.08K
|
11.7K
$280K
|