Latest Institutional Purchases of Schwab Fundamental U S Broad M (FNDB)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Broad M (FNDB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$39.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
896K+ 195.77% |
$20.7M - $63M
|
1.35M
$32.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
446K+ 202.06% |
$10.3M - $31.3M
|
666K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
420KNew |
$9.69M - $29.5M
|
420K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
384K+ 193.99% |
$8.87M - $27M
|
583K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
348K+ 204.23% |
$8.03M - $24.5M
|
519K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
260K+ 129.02% |
$5.99M - $18.3M
|
461K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
196K+ 182.69% |
$4.52M - $13.8M
|
303K
$7.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 212.08% |
$4.09M - $12.5M
|
261K
$6.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
124K+ 195.61% |
$2.85M - $8.69M
|
187K
$4.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
123K+ 197.65% |
$2.83M - $8.64M
|
185K
$4.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
122KNew |
$2.81M - $8.56M
|
122K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
93.2K+ 191.1% |
$2.15M - $6.56M
|
142K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
92.4K+ 181.15% |
$2.13M - $6.5M
|
143K
$3.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
79.3K+ 151.77% |
$1.83M - $5.58M
|
132K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65.5K+ 193.78% |
$1.51M - $4.6M
|
99.3K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
60.2K+ 313.55% |
$1.39M - $4.23M
|
79.4K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
58.1K+ 215.8% |
$1.34M - $4.09M
|
85.1K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
57.8K+ 200.0% |
$1.33M - $4.06M
|
86.7K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
56.7K+ 207.12% |
$1.31M - $3.99M
|
84.1K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
56.4K+ 197.1% |
$1.3M - $3.96M
|
85K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
50.6K+ 196.56% |
$1.17M - $3.56M
|
76.3K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.5K+ 212.79% |
$1.14M - $3.48M
|
72.8K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.2K+ 200.0% |
$1.09M - $3.32M
|
70.7K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
41.6K+ 273.82% |
$960K - $2.93M
|
56.8K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
41.1K+ 874.0% |
$948K - $2.89M
|
45.8K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
39.3K+ 183.37% |
$907K - $2.76M
|
60.7K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32.4K+ 164.91% |
$748K - $2.28M
|
52.1K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30.8K+ 200.54% |
$711K - $2.17M
|
46.2K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
30.8K+ 200.0% |
$710K - $2.16M
|
46.2K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.4K+ 199.96% |
$679K - $2.07M
|
44.1K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.4K+ 201.8% |
$655K - $2M
|
42.5K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28.2K+ 194.59% |
$649K - $1.98M
|
42.6K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
28.1K+ 201.04% |
$649K - $1.98M
|
42.1K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
25.3K+ 199.14% |
$583K - $1.78M
|
38K
$912K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.2K+ 200.0% |
$582K - $1.78M
|
37.9K
$909K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
25.1K+ 200.0% |
$580K - $1.77M
|
37.7K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
24.4K+ 185.98% |
$562K - $1.71M
|
37.4K
$899K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23.1K+ 200.0% |
$533K - $1.62M
|
34.7K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.7KNew |
$524K - $1.6M
|
22.7K
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21.1K+ 197.26% |
$488K - $1.49M
|
31.8K
$765K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20.4K+ 192.32% |
$471K - $1.44M
|
31.1K
$746K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
18.7K+ 200.0% |
$431K - $1.31M
|
28K
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
18.6K+ 162.94% |
$428K - $1.3M
|
29.9K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.2K+ 187.99% |
$419K - $1.28M
|
27.8K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
17.3K+ 200.0% |
$399K - $1.22M
|
26K
$623K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.6K+ 220.85% |
$383K - $1.17M
|
24.1K
$579K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.4K+ 200.0% |
$378K - $1.15M
|
24.6K
$591K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
13.5K+ 218.13% |
$310K - $946K
|
19.6K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$306K - $934K
|
13.3K
$319K
|