Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 83.82% |
$320K - $336K
|
28K
$726K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.2K+ 23.53% |
$256K - $269K
|
53.7K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
7.68KNew |
$193K - $202K
|
7.68K
$199K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.01K+ 2.34% |
$50.3K - $52.9K
|
88K
$2.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
300+ 0.45% |
$7.52K - $7.89K
|
67.4K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
142+ 0.33% |
$3.56K - $3.74K
|
42.8K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
81+ 0.41% |
$2.03K - $2.13K
|
19.9K
$516K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
49+ 0.4% |
$1.23K - $1.29K
|
12.3K
$317K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$25.1 - $26.3
|
45.5K
$1.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.14K- 0.64% |
$28.5K - $29.9K
|
176K
$4.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.25K- 1.0% |
$31.3K - $32.9K
|
124K
$3.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.37K- 2.75% |
$59.4K - $62.4K
|
84K
$2.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.6K- 10.97% |
$65.1K - $68.3K
|
21.1K
$545K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-16.6K- 47.39% |
$417K - $438K
|
18.5K
$478K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-25.8K- 15.31% |
$646K - $678K
|
143K
$3.69M
|
|