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
$2.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.85K- 67.25% |
$311K - $341K
|
2.36K
$55.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.92K- 38.18% |
$251K - $276K
|
6.35K
$149K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.44K- 4.46% |
$157K - $172K
|
52.2K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.1K- 5.78% |
$70.6K - $77.4K
|
17.9K
$420K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-860- 7.43% |
$55.2K - $60.5K
|
10.7K
$251K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-504- 4.96% |
$32.3K - $35.5K
|
9.67K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-469- 1.68% |
$30.1K - $33K
|
27.4K
$642K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-443- 0.36% |
$28.4K - $31.2K
|
123K
$2.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-410- 6.41% |
$26.3K - $28.9K
|
5.99K
$140K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-327- 3.83% |
$21K - $23K
|
8.2K
$192K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-315- 2.01% |
$20.2K - $22.2K
|
15.4K
$360K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-308- 2.13% |
$19.8K - $21.7K
|
14.1K
$331K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-270- 21.13% |
$17.3K - $19K
|
1.01K
$23.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-255- 0.41% |
$16.4K - $17.9K
|
62.1K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-147- 0.51% |
$9.43K - $10.3K
|
28.6K
$670K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-116- 0.24% |
$7.44K - $8.16K
|
48.8K
$1.14M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.3K- 78.82% |
$771K - $815K
|
3.31K
$77.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.35K- 14.82% |
$460K - $487K
|
42.3K
$990K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.95K- 17.89% |
$310K - $328K
|
22.7K
$533K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.1K- 5.58% |
$257K - $272K
|
69.5K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.9K- 26.27% |
$244K - $258K
|
10.9K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-3.5K- 1.74% |
$219K - $232K
|
198K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.08K- 40.47% |
$193K - $204K
|
4.53K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.84K- 9.52% |
$178K - $188K
|
27K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.28KClosed |
$143K - $151K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.23K- 30.5% |
$140K - $148K
|
5.09K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.88K- 24.58% |
$118K - $125K
|
5.77K
$135K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.83K- 4.47% |
$114K - $121K
|
39K
$914K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.6K- 2.26% |
$99.9K - $106K
|
69.1K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-999- 6.18% |
$62.6K - $66.2K
|
15.2K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-883- 18.4% |
$55.3K - $58.5K
|
3.92K
$91.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-492- 17.75% |
$30.8K - $32.6K
|
2.28K
$53.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-401- 4.73% |
$25.1K - $26.6K
|
8.09K
$189K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-285- 7.27% |
$17.9K - $18.9K
|
3.63K
$85.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-263- 0.87% |
$16.5K - $17.4K
|
29.9K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-237- 34.5% |
$14.9K - $15.7K
|
450
$10.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-71- 7.92% |
$4.45K - $4.7K
|
825
$19.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-58- 17.85% |
$3.63K - $3.84K
|
267
$6.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.02% |
$62.7 - $66.3
|
4.09K
$95.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1- 0.02% |
$62.7 - $66.3
|
4.86K
$114K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.42K- 12.64% |
$85K - $94.2K
|
9.82K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-257- 7.83% |
$15.4K - $17K
|
3.02K
$70.9K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-125- 3.82% |
$7.48K - $8.28K
|
3.15K
$73.8K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-50- 33.33% |
$2.99K - $3.31K
|
100
$2.34K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-40- 0.38% |
$2.39K - $2.65K
|
10.6K
$249K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.82K- 46.06% |
$148K - $173K
|
3.3K
$77.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.66K- 14.96% |
$87K - $101K
|
9.41K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-949- 7.87% |
$49.9K - $58.2K
|
11.1K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-62- 6.8% |
$3.26K - $3.8K
|
850
$19.9K
|
|