Latest Institutional Transactions on Schwab Fundamental U S Broad M (FNDB)
This table provides information on the latest institutional transactions involving Schwab Fundamental U S Broad M (FNDB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1KNew |
N/A
|
1K
$22.5K
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
815New |
N/A
|
815
$18.4K
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-6.5KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 04, 2018
Q1 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.64KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$22.5
|
|