Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.8K+ 16.98% |
$1.78M - $1.96M
|
191K
$4.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.7K+ 200.0% |
$942K - $1.03M
|
22K
$516K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.85KNew |
$375K - $411K
|
5.85K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.88K+ 59.32% |
$313K - $343K
|
13.1K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.7KNew |
$302K - $331K
|
4.7K
$110K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
4.44K+ 0.81% |
$285K - $312K
|
554K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3KNew |
$192K - $211K
|
3K
$70.2K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
2.75K+ 11.34% |
$176K - $193K
|
26.9K
$631K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.74K+ 78.34% |
$176K - $192K
|
6.23K
$146K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.7K+ 27.34% |
$173K - $190K
|
12.6K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.41K+ 8.25% |
$155K - $170K
|
31.6K
$741K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.15K+ 1.1% |
$138K - $151K
|
198K
$4.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.88K+ 10.54% |
$120K - $132K
|
19.7K
$461K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$98.5K - $108K
|
1.54K
$36K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.39K+ 0.82% |
$88.9K - $97.5K
|
171K
$4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.13K+ 8.47% |
$72.5K - $79.5K
|
14.5K
$339K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
891+ 6.23% |
$57.2K - $62.7K
|
15.2K
$356K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
473+ 2.26% |
$30.4K - $33.3K
|
21.4K
$502K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
389+ 33.74% |
$25K - $27.4K
|
1.54K
$36.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
175+ 0.34% |
$11.2K - $12.3K
|
51K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126+ 0.54% |
$8.09K - $8.87K
|
23.3K
$545K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
114+ 0.75% |
$7.32K - $8.02K
|
15.4K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
101+ 0.72% |
$6.48K - $7.11K
|
14.1K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
77New |
$4.94K - $5.42K
|
77
$1.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
66+ 0.89% |
$4.24K - $4.64K
|
7.51K
$176K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26+ 0.67% |
$1.67K - $1.83K
|
3.93K
$92.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
15+ 0.06% |
$963 - $1.06K
|
25.7K
$603K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6+ 0.19% |
$385 - $422
|
3.24K
$75.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.68% |
$321 - $352
|
744
$17.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$257 - $281
|
12.7K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3+ 0.03% |
$193 - $211
|
11.4K
$267K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.05% |
$64.2 - $70.4
|
2.18K
$51.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-116- 0.24% |
$7.44K - $8.16K
|
48.8K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-147- 0.51% |
$9.43K - $10.3K
|
28.6K
$670K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-255- 0.41% |
$16.4K - $17.9K
|
62.1K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-270- 21.13% |
$17.3K - $19K
|
1.01K
$23.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-308- 2.13% |
$19.8K - $21.7K
|
14.1K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-315- 2.01% |
$20.2K - $22.2K
|
15.4K
$360K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-327- 3.83% |
$21K - $23K
|
8.2K
$192K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-410- 6.41% |
$26.3K - $28.9K
|
5.99K
$140K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-443- 0.36% |
$28.4K - $31.2K
|
123K
$2.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-469- 1.68% |
$30.1K - $33K
|
27.4K
$642K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-504- 4.96% |
$32.3K - $35.5K
|
9.67K
$226K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-860- 7.43% |
$55.2K - $60.5K
|
10.7K
$251K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.1K- 5.78% |
$70.6K - $77.4K
|
17.9K
$420K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.44K- 4.46% |
$157K - $172K
|
52.2K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.92K- 38.18% |
$251K - $276K
|
6.35K
$149K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.85K- 67.25% |
$311K - $341K
|
2.36K
$55.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-5.58K- 4.95% |
$358K - $393K
|
107K
$2.51M
|