Purchases and Sales Made in Q1 2022 in Schwab Fundamental U S Broad M (FNDB)
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 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96- 12.42% |
$5.26K - $5.69K
|
677
$15.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-107- 1.31% |
$5.86K - $6.34K
|
8.06K
$189K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-173- 4.67% |
$9.48K - $10.2K
|
3.54K
$82.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-289- 2.85% |
$15.8K - $17.1K
|
9.84K
$231K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-337- 0.53% |
$18.5K - $20K
|
63.5K
$1.49M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-347- 23.87% |
$19K - $20.6K
|
1.11K
$25.9K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-531- 4.66% |
$29.1K - $31.5K
|
10.9K
$254K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-552Closed |
$30.3K - $32.7K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-593- 1.31% |
$32.5K - $35.1K
|
44.7K
$1.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-642- 13.67% |
$35.2K - $38K
|
4.06K
$95K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-975- 7.67% |
$53.4K - $57.7K
|
11.7K
$275K
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.04K- 6.79% |
$57.2K - $61.8K
|
14.3K
$336K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.28K- 1.87% |
$70.3K - $75.9K
|
67.2K
$1.57M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.31K- 9.38% |
$71.8K - $77.6K
|
12.7K
$297K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-1.55K- 17.47% |
$85K - $91.8K
|
7.32K
$172K
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.72K- 10.75% |
$94.3K - $102K
|
14.3K
$335K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.85K- 6.93% |
$101K - $109K
|
24.8K
$581K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.46K- 41.77% |
$135K - $146K
|
3.43K
$80.4K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.69K- 4.82% |
$148K - $160K
|
53.2K
$1.25M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.32K- 7.74% |
$237K - $256K
|
51.5K
$1.21M
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-5.6KClosed |
$307K - $332K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-12.6KClosed |
$693K - $748K
|
0
$0
|