Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
78.6K+ 227.75% |
$4.7M - $5.21M
|
113K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.9K+ 57.49% |
$1.61M - $1.78M
|
73.6K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
21.8K+ 385.37% |
$1.31M - $1.45M
|
27.5K
$644K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.2K+ 15.88% |
$1.27M - $1.41M
|
155K
$3.63M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 29.95% |
$1.19M - $1.32M
|
86.2K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 29.95% |
$1.19M - $1.32M
|
86.2K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1K+ 172.28% |
$1.08M - $1.2M
|
28.6K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 122.45% |
$982K - $1.09M
|
29.8K
$698K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.84K+ 170.26% |
$589K - $652K
|
15.6K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.9KNew |
$533K - $590K
|
8.9K
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.34KNew |
$439K - $487K
|
7.34K
$172K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.02KNew |
$420K - $465K
|
7.02K
$164K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.42K+ 1.41% |
$384K - $425K
|
461K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
6.05K+ 47.67% |
$362K - $401K
|
18.7K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.85K+ 32.49% |
$350K - $388K
|
23.9K
$559K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.83KNew |
$289K - $320K
|
4.83K
$113K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.81K+ 37.84% |
$288K - $319K
|
17.5K
$411K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
4.63K+ 0.85% |
$277K - $307K
|
547K
$12.8M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
4.52K+ 4.01% |
$271K - $300K
|
117K
$2.75M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.26KNew |
$255K - $282K
|
4.26K
$99.9K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.03KNew |
$181K - $201K
|
3.03K
$71K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.91K+ 1.76% |
$174K - $193K
|
169K
$3.96M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.81KNew |
$168K - $186K
|
2.81K
$65.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76KNew |
$165K - $183K
|
2.76K
$64.7K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.64K+ 21.66% |
$158K - $175K
|
14.8K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.93KNew |
$116K - $128K
|
1.93K
$45.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.87K+ 9.34% |
$112K - $124K
|
21.9K
$514K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.83K+ 9.99% |
$110K - $122K
|
20.2K
$473K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.29K+ 10.35% |
$77.4K - $85.7K
|
13.8K
$323K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.27K+ 6.27% |
$75.7K - $83.8K
|
21.4K
$502K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 0.6% |
$70K - $77.5K
|
196K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.14K+ 17.48% |
$68.1K - $75.4K
|
7.65K
$179K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.03K+ 3.73% |
$61.8K - $68.4K
|
28.7K
$674K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
896New |
$53.6K - $59.4K
|
896
$21K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
755+ 15.02% |
$45.2K - $50K
|
5.78K
$135K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
611+ 4.96% |
$36.6K - $40.5K
|
12.9K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
542+ 5.39% |
$32.4K - $35.9K
|
10.6K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
447+ 1.69% |
$26.8K - $29.6K
|
26.8K
$628K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
326New |
$19.5K - $21.6K
|
326
$7.64K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
279+ 8.31% |
$16.7K - $18.5K
|
3.64K
$85.2K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
272+ 14.77% |
$16.3K - $18K
|
2.11K
$49.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
187New |
$11.2K - $12.4K
|
187
$4.38K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
182+ 11.97% |
$10.9K - $12.1K
|
1.7K
$39.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
157New |
$9.4K - $10.4K
|
157
$3.68K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
135+ 5.92% |
$8.08K - $8.95K
|
2.42K
$56.6K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
123+ 0.65% |
$7.36K - $8.15K
|
19.1K
$447K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
98+ 0.71% |
$5.87K - $6.49K
|
13.9K
$326K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
70+ 0.14% |
$4.19K - $4.64K
|
51K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
67+ 0.42% |
$4.01K - $4.44K
|
16.2K
$379K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
54+ 0.36% |
$3.23K - $3.58K
|
15.3K
$357K
|