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 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-200K- 14.02% |
$4.75M - $5.14M
|
1.22M
$31.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-61.6K- 47.39% |
$1.47M - $1.59M
|
68.4K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-32.4K- 27.5% |
$771K - $834K
|
85.3K
$2.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.9K- 28.7% |
$379K - $409K
|
39.5K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-6.19K- 2.13% |
$148K - $160K
|
284K
$7.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-6.07K- 3.48% |
$145K - $156K
|
168K
$4.36M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.08K- 8.36% |
$121K - $131K
|
55.7K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4.17K- 20.71% |
$99.3K - $107K
|
15.9K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-3.57K- 2.94% |
$85K - $91.9K
|
118K
$3.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.21K- 3.31% |
$76.4K - $82.6K
|
93.5K
$2.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.15K- 3.52% |
$75.2K - $81.3K
|
86.3K
$2.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.12K- 24.0% |
$74.4K - $80.4K
|
9.88K
$256K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 0.43% |
$70.8K - $76.6K
|
692K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.52K- 6.75% |
$60.1K - $65K
|
34.9K
$903K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.08K- 8.71% |
$49.4K - $53.5K
|
21.7K
$563K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.89K- 1.05% |
$45.1K - $48.8K
|
178K
$4.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.84K- 1.59% |
$43.8K - $47.4K
|
114K
$2.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.53K- 4.25% |
$36.4K - $39.4K
|
34.4K
$891K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.4K- 58.16% |
$33.5K - $36.2K
|
1.01K
$26.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.22K- 4.92% |
$29.2K - $31.5K
|
23.7K
$613K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.14K- 0.9% |
$27.2K - $29.5K
|
126K
$3.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-640- 0.65% |
$15.3K - $16.5K
|
97.6K
$2.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-615- 2.15% |
$14.7K - $15.8K
|
27.9K
$724K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-555- 13.77% |
$13.2K - $14.3K
|
3.48K
$90K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-285- 3.38% |
$6.79K - $7.34K
|
8.15K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-267- 3.03% |
$6.36K - $6.88K
|
8.56K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-250- 1.85% |
$5.96K - $6.44K
|
13.3K
$343K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-249- 8.48% |
$5.93K - $6.42K
|
2.69K
$69.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-234- 3.34% |
$5.58K - $6.03K
|
6.77K
$175K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-227- 2.61% |
$5.41K - $5.85K
|
8.47K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-168- 1.5% |
$4K - $4.33K
|
11K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-66- 0.15% |
$1.57K - $1.7K
|
43.2K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-58- 1.2% |
$1.38K - $1.49K
|
4.79K
$124K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.6K- 43.62% |
$501K - $590K
|
31.8K
$824K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.4K- 72.2% |
$274K - $322K
|
5.17K
$134K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.54K- 36.51% |
$154K - $181K
|
13.1K
$340K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.93K- 39.52% |
$141K - $166K
|
10.6K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.36K- 18.02% |
$88.7K - $104K
|
19.8K
$513K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.82K- 22.67% |
$37.1K - $43.7K
|
6.21K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-978- 40.85% |
$19.9K - $23.5K
|
1.42K
$36.7K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-413- 6.54% |
$8.41K - $9.9K
|
5.9K
$153K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-150- 0.2% |
$3.05K - $3.6K
|
73.1K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-36- 9.3% |
$733 - $863
|
351
$9.09K
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-29.2K- 6.34% |
$659K - $716K
|
432K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.9K- 1.25% |
$380K - $413K
|
1.34M
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.79K- 99.98% |
$130K - $142K
|
1
$25.9
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.36K- 23.59% |
$75.7K - $82.3K
|
10.9K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.77K- 15.72% |
$62.3K - $67.7K
|
14.8K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.11K- 12.63% |
$47.5K - $51.6K
|
14.6K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.61K- 57.84% |
$36.1K - $39.3K
|
1.17K
$30.3K
|
|