Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
40.9K
New
$2.16M - $2.32M
40.9K $957K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
30.1K
New
$1.59M - $1.71M
30.1K $705K
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
17.2K
New
$911K - $976K
17.2K $403K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
13.4K
New
$710K - $761K
13.4K $314K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
9.22K
New
$488K - $523K
9.22K $216K
Aug 09, 2023 Q2 2023
Litman Gregory Wealth Management LLC

BUY
 -
7.27K
New
$385K - $412K
7.27K $170K
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
7.17K
+ 4.7%
$380K - $407K
160K $3.74M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
6.05K
+ 26.21%
$320K - $343K
29.1K $683K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.64K
+ 4.83%
$298K - $320K
122K $2.86M
Aug 09, 2023 Q2 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
4.69K
New
$248K - $266K
4.69K $110K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
4.01K
New
$212K - $227K
4.01K $93.9K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
2.48K
+ 4.61%
$131K - $141K
56.4K $1.32M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.32K
+ 15.66%
$123K - $132K
17.1K $401K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.19K
+ 168.69%
$116K - $124K
3.49K $81.8K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.56K
+ 26.18%
$82.7K - $88.6K
7.53K $176K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
1.53K
+ 19.39%
$80.9K - $86.8K
9.42K $221K
Aug 10, 2023 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1K
New
$52.9K - $56.7K
1K $23.4K
Jul 25, 2023 Q2 2023
Resonant Capital Advisors, LLC

BUY
 -
995
+ 3.54%
$52.7K - $56.5K
29.1K $682K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
919
+ 0.48%
$48.7K - $52.1K
192K $4.49M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
863
New
$45.7K - $49K
863 $20.2K
Aug 07, 2023 Q2 2023
Townsend Asset Management Corp

BUY
 -
857
+ 1.58%
$45.4K - $48.6K
55K $1.29M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
740
+ 4.19%
$39.2K - $42K
18.4K $431K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
729
+ 7.19%
$38.6K - $41.4K
10.9K $255K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
500
+ 4.29%
$26.5K - $28.4K
12.1K $284K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
469
+ 0.68%
$24.8K - $26.6K
69.1K $1.62M
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
341
+ 2.41%
$18.1K - $19.3K
14.5K $339K
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
221
+ 1.32%
$11.7K - $12.5K
16.9K $397K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
155
New
$8.21K - $8.79K
155 $3.63K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
79
+ 0.5%
$4.18K - $4.48K
15.9K $373K
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
27
+ 0.49%
$1.43K - $1.53K
5.53K $129K
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
27
+ 0.1%
$1.43K - $1.53K
26.9K $630K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
21
+ 3.74%
$1.11K - $1.19K
583 $13.7K
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
20
+ 0.38%
$1.06K - $1.13K
5.31K $124K
Jul 06, 2023 Q2 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
19
+ 0.42%
$1.01K - $1.08K
4.53K $106K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1
+ 0.01%
$52.9 - $56.7
12.1K $283K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.15%
$52.9 - $56.7
683 $16K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
- 0.04%
$52.9 - $56.7
2.41K $56.6K
Jul 24, 2023 Q2 2023
Retirement Planning Group

SELL
 -
-2
- 0.02%
$106 - $113
11.6K $273K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
SELL
 -
-9
- 0.06%
$476 - $511
15.1K $353K
Jul 27, 2023 Q2 2023
Leonard Rickey Investment Advisors P.L.L.C.

SELL
 -
-12
- 0.02%
$635 - $681
61.8K $1.45M
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

SELL
 -
-20
- 0.3%
$1.06K - $1.13K
6.55K $153K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

SELL
 -
-100
- 16.67%
$5.29K - $5.67K
500 $11.7K
Aug 02, 2023 Q2 2023
Mai Capital Management

SELL
 -
-141
- 1.05%
$7.46K - $8K
13.2K $310K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-145
- 0.95%
$7.68K - $8.23K
15.2K $355K
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-175
- 1.82%
$9.26K - $9.93K
9.42K $221K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-270
- 2.09%
$14.3K - $15.3K
12.6K $296K
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

SELL
 -
-348
- 4.13%
$18.4K - $19.7K
8.07K $189K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-457
- 1.03%
$24.2K - $25.9K
43.9K $1.03M

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