Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 83.82% |
$320K - $336K
|
28K
$726K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.2K+ 23.53% |
$256K - $269K
|
53.7K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
7.68KNew |
$193K - $202K
|
7.68K
$199K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.46K+ 34.4% |
$162K - $170K
|
25.2K
$654K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.68K+ 2.52% |
$92.2K - $96.8K
|
150K
$3.88M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.18K+ 14.68% |
$54.5K - $57.3K
|
17K
$440K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.01K+ 2.34% |
$50.3K - $52.9K
|
88K
$2.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
300+ 0.45% |
$7.52K - $7.89K
|
67.4K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
142+ 0.33% |
$3.56K - $3.74K
|
42.8K
$1.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
86+ 0.13% |
$2.16K - $2.26K
|
68.5K
$1.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
81+ 0.41% |
$2.03K - $2.13K
|
19.9K
$516K
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
58+ 0.63% |
$1.45K - $1.53K
|
9.26K
$240K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
49+ 0.4% |
$1.23K - $1.29K
|
12.3K
$317K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39+ 0.36% |
$977 - $1.03K
|
11K
$285K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 0.17% |
$752 - $789
|
17.6K
$455K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
30+ 0.3% |
$752 - $789
|
9.91K
$257K
|
|
|
Jan 23, 2026
Q4 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.5% |
$125 - $132
|
1.02K
$26.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.38% |
$50.1 - $52.6
|
526
$13.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$25.1 - $26.3
|
86.7K
$2.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$25.1 - $26.3
|
45.5K
$1.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-60- 0.5% |
$1.5K - $1.58K
|
11.9K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-200- 0.72% |
$5.01K - $5.26K
|
27.7K
$718K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.14K- 0.64% |
$28.5K - $29.9K
|
176K
$4.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.25K- 1.0% |
$31.3K - $32.9K
|
124K
$3.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.37K- 2.75% |
$59.4K - $62.4K
|
84K
$2.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.6K- 10.97% |
$65.1K - $68.3K
|
21.1K
$545K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.67K- 14.54% |
$66.9K - $70.2K
|
15.7K
$406K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.4K- 3.99% |
$85.2K - $89.5K
|
81.9K
$2.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-16.6K- 47.39% |
$417K - $438K
|
18.5K
$478K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-25.8K- 15.31% |
$646K - $678K
|
143K
$3.69M
|
|