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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$627 - $663
|
10
$242
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1K+ 172.28% |
$1.08M - $1.2M
|
28.6K
$693K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.83KNew |
$289K - $320K
|
4.83K
$117K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.26KNew |
$255K - $282K
|
4.26K
$103K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.81KNew |
$168K - $186K
|
2.81K
$68.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76KNew |
$165K - $183K
|
2.76K
$66.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.93KNew |
$116K - $128K
|
1.93K
$46.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
272+ 14.77% |
$16.3K - $18K
|
2.11K
$51.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 1.93% |
$718 - $795
|
634
$15.4K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 23.33% |
$419 - $464
|
37
$897
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18K+ 14.21% |
$325K - $379K
|
49.6K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.79KNew |
$252K - $294K
|
4.79K
$116K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.62KNew |
$190K - $222K
|
3.62K
$87.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
336New |
$17.7K - $20.6K
|
336
$8.14K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.46% |
$210 - $245
|
871
$21.1K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
676KNew |
$37.1M - $39.9M
|
676K
$16.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
861+ 16.22% |
$47.3K - $50.8K
|
6.17K
$149K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
300New |
$16.5K - $17.7K
|
300
$7.27K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
226New |
$12.4K - $13.3K
|
226
$5.48K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
40.9KNew |
$2.16M - $2.32M
|
40.9K
$990K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
30.1KNew |
$1.59M - $1.71M
|
30.1K
$729K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.01KNew |
$212K - $227K
|
4.01K
$97.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1KNew |
$52.9K - $56.7K
|
1K
$24.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
341+ 2.41% |
$18.1K - $19.3K
|
14.5K
$351K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
27+ 0.49% |
$1.43K - $1.53K
|
5.53K
$134K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.02KNew |
$311K - $343K
|
6.02K
$146K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.52KNew |
$233K - $257K
|
4.52K
$109K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750New |
$38.8K - $42.7K
|
750
$18.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
395+ 376.19% |
$20.4K - $22.5K
|
500
$12.1K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
21+ 2100.0% |
$1.09K - $1.2K
|
22
$533
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.96% |
$51.7 - $56.9
|
52
$1.26K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
6.6KNew |
$315K - $368K
|
6.6K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.15KNew |
$246K - $287K
|
5.15K
$125K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
4.33KNew |
$207K - $241K
|
4.33K
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.51KNew |
$120K - $140K
|
2.51K
$60.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.9KNew |
$90.5K - $106K
|
1.9K
$45.9K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
800+ 48.81% |
$38.2K - $44.6K
|
2.44K
$59.1K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
397New |
$19K - $22.1K
|
397
$9.62K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
184New |
$8.79K - $10.3K
|
184
$4.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
107New |
$5.11K - $5.96K
|
107
$2.59K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$771K - $918K
|
16.4K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
171New |
$8.06K - $9.59K
|
171
$4.14K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1+ 0.01% |
$47.1 - $56.1
|
11.9K
$289K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
867New |
$42.7K - $50.7K
|
867
$21K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52New |
$2.56K - $3.04K
|
52
$1.26K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
6New |
$296 - $351
|
6
$145
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$98.5 - $117
|
2
$48.5
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.91KNew |
$269K - $291K
|
4.91K
$119K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
160New |
$8.77K - $9.48K
|
160
$3.88K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
31New |
$1.7K - $1.84K
|
31
$751
|
|