Purchases and Sales Made in Q1 2022 in Schwab Fundamental U S Small C (FNDA)
This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
65+ 1.22% |
$3.29K - $3.67K
|
5.39K
$161K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
63New |
$3.18K - $3.56K
|
63
$1.89K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
61+ 321.05% |
$3.08K - $3.45K
|
80
$2.4K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
61+ 38.61% |
$3.08K - $3.45K
|
219
$6.56K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
57New |
$2.88K - $3.22K
|
57
$1.71K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.91% |
$2.83K - $3.16K
|
6.18K
$185K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
55New |
$2.78K - $3.11K
|
55
$1.65K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
50+ 0.93% |
$2.53K - $2.83K
|
5.41K
$162K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
43+ 18.53% |
$2.17K - $2.43K
|
275
$8.24K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
42+ 110.53% |
$2.12K - $2.37K
|
80
$2.4K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
42New |
$2.12K - $2.37K
|
42
$1.26K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
42+ 0.42% |
$2.12K - $2.37K
|
10.1K
$304K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 16.45% |
$1.92K - $2.15K
|
269
$8.06K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$1.82K - $2.03K
|
36
$1.08K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33+ 9.12% |
$1.67K - $1.86K
|
395
$11.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
30+ 0.06% |
$1.52K - $1.7K
|
48.9K
$1.47M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
27New |
$1.36K - $1.53K
|
27
$809
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
19+ 146.15% |
$960 - $1.07K
|
32
$959
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18New |
$910 - $1.02K
|
18
$539
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.19% |
$859 - $961
|
9.17K
$275K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
15+ 7.43% |
$758 - $848
|
217
$6.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.09% |
$556 - $622
|
12.2K
$366K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.07% |
$455 - $509
|
12.3K
$370K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8+ 0.21% |
$404 - $452
|
3.82K
$115K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7+ 0.07% |
$354 - $396
|
9.85K
$295K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$303 - $339
|
10.3K
$308K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
6New |
$303 - $339
|
6
$180
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5New |
$253 - $283
|
5
$150
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5+ 0.09% |
$253 - $283
|
5.76K
$173K
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.04% |
$202 - $226
|
9.39K
$282K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 0.38% |
$202 - $226
|
1.06K
$31.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1New |
$50.6 - $56.5
|
1
$30
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.01% |
$50.6 - $56.5
|
7.09K
$213K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2Closed |
$101 - $113
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.72% |
$152 - $170
|
414
$12.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-7Closed |
$354 - $396
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9- 1.71% |
$455 - $509
|
516
$15.5K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 55.56% |
$758 - $848
|
12
$360
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-20- 0.13% |
$1.01K - $1.13K
|
15.8K
$472K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-23Closed |
$1.16K - $1.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25- 0.7% |
$1.26K - $1.41K
|
3.56K
$107K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-29- 0.59% |
$1.47K - $1.64K
|
4.9K
$147K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-32Closed |
$1.62K - $1.81K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-35Closed |
$1.77K - $1.98K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-40- 26.49% |
$2.02K - $2.26K
|
111
$3.33K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-40- 0.57% |
$2.02K - $2.26K
|
6.99K
$209K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-42- 37.17% |
$2.12K - $2.37K
|
71
$2.13K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-44Closed |
$2.22K - $2.49K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-56Closed |
$2.83K - $3.16K
|
0
$0
|