Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
203K+ 74.45% |
$4.84M - $5.24M
|
476K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
98.5KNew |
$2.35M - $2.54M
|
98.5K
$2.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
86KNew |
$2.05M - $2.22M
|
86K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.6KNew |
$1.73M - $1.87M
|
72.6K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.9K+ 78.55% |
$1.02M - $1.11M
|
97.6K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.8K+ 56.59% |
$662K - $716K
|
76.8K
$1.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.6K+ 48.35% |
$609K - $659K
|
78.5K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
22.2K+ 65.2% |
$529K - $572K
|
56.3K
$1.46M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.4K+ 3.05% |
$509K - $551K
|
723K
$18.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 2.81% |
$413K - $446K
|
634K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.2K+ 4.5% |
$409K - $442K
|
398K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.4KNew |
$390K - $422K
|
16.4K
$424K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16K+ 1.24% |
$382K - $414K
|
1.31M
$33.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 58.79% |
$366K - $396K
|
41.5K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 2.02% |
$330K - $357K
|
700K
$18.1M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
11.8K+ 16.11% |
$281K - $304K
|
85K
$2.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.19KNew |
$195K - $211K
|
8.19K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.74K+ 15.76% |
$184K - $199K
|
56.8K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.68K+ 46.33% |
$183K - $198K
|
24.3K
$628K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.18K+ 49.01% |
$147K - $159K
|
18.8K
$486K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.16K+ 69.59% |
$147K - $159K
|
15K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.41K+ 2.06% |
$129K - $139K
|
268K
$6.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.9K+ 1.13% |
$117K - $126K
|
440K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.65KNew |
$111K - $120K
|
4.65K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.58K+ 7.96% |
$109K - $118K
|
62.2K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.2K+ 8.43% |
$100K - $108K
|
54K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.16K+ 17.24% |
$99.1K - $107K
|
28.3K
$732K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.96K+ 348.2% |
$94.3K - $102K
|
5.1K
$132K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.87K+ 12.41% |
$92.1K - $99.6K
|
35K
$907K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.4K+ 47.76% |
$81.1K - $87.7K
|
10.5K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.08K+ 0.85% |
$49.6K - $53.6K
|
248K
$6.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.07K+ 9.28% |
$49.4K - $53.4K
|
24.4K
$631K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.02KNew |
$48.2K - $52.1K
|
2.02K
$52.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.96K+ 3.02% |
$46.8K - $50.6K
|
67.1K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.95K+ 19.9% |
$46.4K - $50.2K
|
11.7K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
1.7K+ 2.0% |
$40.6K - $43.9K
|
86.9K
$2.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.45K+ 1.0% |
$34.5K - $37.3K
|
146K
$3.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.39K+ 2.89% |
$33.2K - $35.9K
|
49.7K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.36K+ 7.82% |
$32.5K - $35.1K
|
18.8K
$487K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.24K+ 7.8% |
$29.5K - $31.9K
|
17.1K
$443K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 2.54% |
$26.8K - $29K
|
45.5K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.11KNew |
$26.5K - $28.6K
|
1.11K
$28.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$23.8K - $25.8K
|
1K
$25.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
781+ 0.94% |
$18.6K - $20.1K
|
84.2K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
750+ 0.27% |
$17.9K - $19.3K
|
280K
$7.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
722+ 1.69% |
$17.2K - $18.6K
|
43.5K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
652New |
$15.5K - $16.8K
|
652
$16.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
640+ 7.21% |
$15.3K - $16.5K
|
9.52K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
588+ 23.52% |
$14K - $15.2K
|
3.09K
$80K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
484+ 2.5% |
$11.5K - $12.5K
|
19.8K
$514K
|
|