Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
456+ 0.43% |
$10.9K - $11.8K
|
106K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
443+ 0.3% |
$10.6K - $11.4K
|
146K
$3.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
388+ 1.27% |
$9.25K - $10K
|
31K
$802K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
340New |
$8.1K - $8.76K
|
340
$8.81K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$7.15K - $7.73K
|
300
$7.77K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
245+ 0.85% |
$5.84K - $6.31K
|
29.2K
$757K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
181+ 0.39% |
$4.31K - $4.66K
|
46.5K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
149+ 0.43% |
$3.55K - $3.84K
|
35.1K
$909K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
134+ 0.32% |
$3.19K - $3.45K
|
42.6K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
130+ 76.47% |
$3.1K - $3.35K
|
300
$7.77K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
126+ 0.69% |
$3K - $3.25K
|
18.3K
$475K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 2.58% |
$1.41K - $1.52K
|
2.34K
$60.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
59+ 0.65% |
$1.41K - $1.52K
|
9.2K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
56+ 0.1% |
$1.33K - $1.44K
|
56.9K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37+ 0.34% |
$882 - $953
|
11K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
37+ 0.3% |
$882 - $953
|
12.2K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35+ 0.29% |
$834 - $902
|
12.3K
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 0.42% |
$739 - $799
|
7.44K
$193K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
30+ 0.43% |
$715 - $773
|
6.94K
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29+ 0.12% |
$691 - $747
|
24K
$621K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26+ 0.22% |
$620 - $670
|
11.6K
$300K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
17+ 0.42% |
$405 - $438
|
4.04K
$105K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$143 - $155
|
3.01K
$77.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.38% |
$47.7 - $51.5
|
524
$13.6K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$23.8 - $25.8
|
6.55K
$170K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-58- 1.2% |
$1.38K - $1.49K
|
4.79K
$124K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-66- 0.15% |
$1.57K - $1.7K
|
43.2K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-168- 1.5% |
$4K - $4.33K
|
11K
$285K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-227- 2.61% |
$5.41K - $5.85K
|
8.47K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-234- 3.34% |
$5.58K - $6.03K
|
6.77K
$175K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-249- 8.48% |
$5.93K - $6.42K
|
2.69K
$69.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-250- 1.85% |
$5.96K - $6.44K
|
13.3K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-267- 3.03% |
$6.36K - $6.88K
|
8.56K
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-285- 3.38% |
$6.79K - $7.34K
|
8.15K
$211K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-400- 1.27% |
$9.53K - $10.3K
|
31.2K
$808K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-555- 13.77% |
$13.2K - $14.3K
|
3.48K
$90K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-615- 2.15% |
$14.7K - $15.8K
|
27.9K
$724K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-640- 0.65% |
$15.3K - $16.5K
|
97.6K
$2.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.14K- 0.9% |
$27.2K - $29.5K
|
126K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.22K- 4.92% |
$29.2K - $31.5K
|
23.7K
$613K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.4K- 58.16% |
$33.5K - $36.2K
|
1.01K
$26.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.53K- 4.25% |
$36.4K - $39.4K
|
34.4K
$891K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.84K- 1.59% |
$43.8K - $47.4K
|
114K
$2.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.89K- 1.05% |
$45.1K - $48.8K
|
178K
$4.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.08K- 8.71% |
$49.4K - $53.5K
|
21.7K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.52K- 6.75% |
$60.1K - $65K
|
34.9K
$903K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 0.43% |
$70.8K - $76.6K
|
692K
$17.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.12K- 24.0% |
$74.4K - $80.4K
|
9.88K
$256K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.15K- 3.52% |
$75.2K - $81.3K
|
86.3K
$2.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.21K- 3.31% |
$76.4K - $82.6K
|
93.5K
$2.42M
|
|