Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-5.58K- 4.95% |
$358K - $393K
|
107K
$2.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.92K- 38.18% |
$251K - $276K
|
6.35K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.43K- 5.76% |
$156K - $171K
|
39.8K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 29.01% |
$142K - $156K
|
5.42K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.84K- 6.13% |
$118K - $129K
|
28.1K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.66K- 20.57% |
$107K - $117K
|
6.42K
$156K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.1K- 5.78% |
$70.6K - $77.4K
|
17.9K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.04K- 17.91% |
$66.5K - $72.9K
|
4.75K
$115K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-998- 4.39% |
$64K - $70.2K
|
21.7K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-881- 0.19% |
$56.5K - $62K
|
458K
$11.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-860- 7.43% |
$55.2K - $60.5K
|
10.7K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-577- 15.88% |
$37K - $40.6K
|
3.06K
$74K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-443- 0.36% |
$28.4K - $31.2K
|
123K
$2.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-327- 3.83% |
$21K - $23K
|
8.2K
$199K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-308- 2.13% |
$19.8K - $21.7K
|
14.1K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-278- 6.13% |
$17.8K - $19.6K
|
4.26K
$103K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-270- 21.13% |
$17.3K - $19K
|
1.01K
$24.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-116- 0.24% |
$7.44K - $8.16K
|
48.8K
$1.18M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-73- 0.78% |
$4.68K - $5.14K
|
9.33K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-27- 1.24% |
$1.73K - $1.9K
|
2.14K
$51.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-237- 34.5% |
$14.9K - $15.7K
|
450
$10.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-71- 7.92% |
$4.45K - $4.7K
|
825
$20K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-58- 17.85% |
$3.63K - $3.84K
|
267
$6.47K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.42K- 12.64% |
$85K - $94.2K
|
9.82K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-257- 7.83% |
$15.4K - $17K
|
3.02K
$73.3K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-125- 3.82% |
$7.48K - $8.28K
|
3.15K
$76.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-40- 0.38% |
$2.39K - $2.65K
|
10.6K
$257K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.82K- 46.06% |
$148K - $173K
|
3.3K
$80K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-62- 6.8% |
$3.26K - $3.8K
|
850
$20.6K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1K- 25.33% |
$54.9K - $59K
|
2.95K
$71.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-200- 40.0% |
$11K - $11.8K
|
300
$7.27K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 7.03% |
$58.7K - $62.9K
|
14.6K
$355K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.81K- 92.41% |
$404K - $445K
|
641
$15.5K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35- 0.15% |
$1.81K - $1.99K
|
23.6K
$571K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.24K- 19.92% |
$203K - $236K
|
17.1K
$413K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-3.52K- 77.13% |
$168K - $196K
|
1.04K
$25.3K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.59K- 32.14% |
$122K - $145K
|
5.47K
$133K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.16K- 20.11% |
$54.7K - $65.1K
|
4.61K
$112K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-614- 67.18% |
$28.9K - $34.5K
|
300
$7.27K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-547Closed |
$25.8K - $30.7K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-94.6KClosed |
$4.66M - $5.53M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.54KClosed |
$174K - $207K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.53KClosed |
$174K - $206K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.76KClosed |
$86.8K - $103K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.14KClosed |
$56K - $66.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-375- 8.15% |
$18.5K - $21.9K
|
4.23K
$102K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-260Closed |
$12.8K - $15.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-12.6KClosed |
$693K - $748K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-552Closed |
$30.3K - $32.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$544K - $586K
|
0
$0
|
|