Purchases and Sales Made in Q1 2022 in Schwab Fundamental U S Broad M (FNDB)

FNDB Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental U S Broad M (FNDB) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S BROAD M.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 10, 2022 Q1 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
94.6K
New
$5.18M - $5.6M
94.6K $2.22M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
60K
+ 275.8%
$3.29M - $3.56M
81.8K $1.92M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
34.1K
+ 28.28%
$1.87M - $2.02M
155K $3.63M
Apr 22, 2022 Q1 2022
Cva Family Office, LLC

BUY
 -
22.9K
+ 116.04%
$1.25M - $1.36M
42.6K $998K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
22K
+ 295.36%
$1.21M - $1.3M
29.5K $691K
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
16.5K
+ 4.27%
$904K - $977K
403K $9.43M
Apr 26, 2022 Q1 2022
Guardian Financial Partners, LLC

BUY
 -
16K
+ 16.56%
$877K - $948K
113K $2.64M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
10.9K
+ 63.35%
$599K - $647K
28.2K $660K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
10.3K
New
$564K - $609K
10.3K $241K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
10.2K
+ 17.36%
$558K - $603K
68.9K $1.61M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9.27K
+ 5.46%
$508K - $549K
179K $4.19M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
6.36K
+ 83.2%
$349K - $377K
14K $328K
Apr 25, 2022 Q1 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
5.99K
+ 99.93%
$328K - $355K
12K $281K
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
5.64K
+ 377.14%
$309K - $334K
7.14K $167K
Apr 22, 2022 Q1 2022
Foster Group, Inc.

BUY
 -
5.02K
+ 51.13%
$275K - $297K
14.8K $347K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
4.91K
New
$269K - $291K
4.91K $115K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.13K
+ 32.92%
$226K - $244K
16.7K $390K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.02K
+ 13.06%
$220K - $238K
34.8K $815K
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.89K
+ 19.79%
$159K - $171K
17.5K $410K
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
1.2K
+ 5.09%
$65.8K - $71.1K
24.8K $581K
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1K
+ 4.42%
$54.8K - $59.2K
23.6K $553K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
922
+ 8.98%
$50.5K - $54.6K
11.2K $262K
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
650
+ 13.36%
$35.6K - $38.5K
5.51K $129K
Apr 21, 2022 Q1 2022
Wade Financial Advisory, Inc

BUY
 -
586
+ 5.2%
$32.1K - $34.7K
11.9K $278K
May 06, 2022 Q1 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
BUY
 -
580
+ 8.55%
$31.8K - $34.4K
7.36K $173K
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
535
+ 7.79%
$29.3K - $31.7K
7.4K $173K
Apr 28, 2022 Q1 2022
Sage Financial Management Group, Inc.

BUY
 -
410
+ 3.62%
$22.5K - $24.3K
11.8K $275K
Apr 22, 2022 Q1 2022
James Investment Research Inc

BUY
 -
268
New
$14.7K - $15.9K
268 $6.28K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
265
+ 7.38%
$14.5K - $15.7K
3.86K $90.4K
May 06, 2022 Q1 2022
Valley National Advisers Inc

BUY
 -
188
+ 2.27%
$10.3K - $11.1K
8.46K $198K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
161
+ 1.28%
$8.82K - $9.54K
12.8K $299K
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
160
New
$8.77K - $9.48K
160 $3.75K
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
59
+ 0.38%
$3.23K - $3.49K
15.5K $364K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
40
+ 32.0%
$2.19K - $2.37K
165 $3.87K
May 09, 2022 Q1 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
31
New
$1.7K - $1.84K
31 $726
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
23
+ 0.38%
$1.26K - $1.36K
6.07K $142K
May 02, 2022 Q1 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
21
+ 0.28%
$1.15K - $1.24K
7.43K $174K
Apr 19, 2022 Q1 2022
Retirement Planning Group

BUY
 -
21
+ 0.17%
$1.15K - $1.24K
12.6K $295K
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

BUY
 -
20
+ 4.38%
$1.1K - $1.18K
477 $11.2K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
17
+ 0.37%
$932 - $1.01K
4.67K $109K
May 16, 2022 Q1 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
12
+ 0.29%
$658 - $711
4.13K $96.9K
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
11
+ 0.08%
$603 - $652
13.4K $313K
Apr 15, 2022 Q1 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
6
+ 0.04%
$329 - $355
15.2K $356K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
3
+ 0.41%
$164 - $178
742 $17.4K
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
3
+ 0.36%
$164 - $178
840 $19.7K
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-4
- 0.51%
$219 - $237
773 $18.1K
May 05, 2022 Q1 2022
Prestige Wealth Management Group LLC

SELL
 -
-65
- 20.0%
$3.56K - $3.85K
260 $6.09K

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