Purchases and Sales Made in Q1 2023 in Schwab Fundamental U S Small C (FNDA)

FNDA Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA) during Q1 2023. 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 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
276K
+ 0.32%
$12.8M - $14.8M
88M $2.64B
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
103K
New
$4.76M - $5.52M
103K $3.09M
Apr 21, 2023 Q1 2023
Janiczek Wealth Management, LLC

BUY
 -
77.7K
+ 31.17%
$3.59M - $4.17M
327K $9.8M
Apr 21, 2023 Q1 2023
Resonant Capital Advisors, LLC

BUY
 -
71.4K
+ 21.0%
$3.3M - $3.83M
412K $12.3M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
70.9K
+ 339.23%
$3.28M - $3.8M
91.8K $2.75M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
60.6K
+ 593.54%
$2.8M - $3.25M
70.8K $2.12M
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
58.7K
+ 478.45%
$2.71M - $3.15M
71K $2.13M
May 05, 2023 Q1 2023
Arlington Financial Advisors, LLC

BUY
 -
57.6K
+ 19.69%
$2.66M - $3.09M
350K $10.5M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
50.1K
+ 53.11%
$2.31M - $2.69M
144K $4.33M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
49.8K
+ 17.98%
$2.3M - $2.67M
327K $9.79M
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
39.2K
+ 15.93%
$1.81M - $2.1M
285K $8.55M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
38.2K
New
$1.76M - $2.05M
38.2K $1.14M
Apr 19, 2023 Q1 2023
Prairiewood Capital, LLC

BUY
 -
37.4K
+ 10.24%
$1.73M - $2.01M
403K $12.1M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
37K
New
$1.71M - $1.99M
37K $1.11M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
32K
+ 312.45%
$1.48M - $1.72M
42.3K $1.27M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
28.2K
+ 40.46%
$1.3M - $1.51M
97.8K $2.93M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
26K
+ 152.69%
$1.2M - $1.4M
43.1K $1.29M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
26K
+ 152.69%
$1.2M - $1.4M
43.1K $1.29M
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
25.7K
+ 216.96%
$1.19M - $1.38M
37.6K $1.13M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
22.7K
+ 19.96%
$1.05M - $1.22M
137K $4.09M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
22K
+ 16.02%
$1.02M - $1.18M
159K $4.77M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
19.5K
+ 18.8%
$899K - $1.04M
123K $3.69M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
17.8K
+ 12.98%
$820K - $952K
155K $4.63M
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
17K
+ 5.01%
$784K - $909K
356K $10.7M
May 08, 2023 Q1 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
16.7K
+ 12.07%
$770K - $893K
155K $4.64M
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
16K
+ 15.89%
$739K - $858K
117K $3.5M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15K
+ 21.81%
$695K - $807K
84.1K $2.52M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
14.3K
+ 126.91%
$661K - $767K
25.6K $766K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
12.4K
+ 134.19%
$575K - $667K
21.7K $651K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
11.8K
+ 2.01%
$545K - $633K
599K $17.9M
Apr 17, 2023 Q1 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
11.5K
+ 1.07%
$529K - $614K
1.08M $32.3M
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

BUY
 -
10.7K
+ 8.29%
$495K - $575K
140K $4.2M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
9.83K
+ 133.4%
$454K - $527K
17.2K $516K
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
8.85K
+ 24.94%
$409K - $474K
44.3K $1.33M
May 08, 2023 Q1 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
8.32K
+ 2.58%
$384K - $446K
330K $9.9M
Jun 13, 2023 Q1 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
8.32K
+ 2.58%
$384K - $446K
330K $9.9M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
8.21K
+ 52.39%
$380K - $441K
23.9K $716K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
7.97K
+ 19.31%
$368K - $427K
49.2K $1.48M
May 05, 2023 Q1 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
7.88K
+ 1.65%
$364K - $423K
484K $14.5M
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
7.66K
+ 108.72%
$354K - $411K
14.7K $440K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
6.95K
New
$321K - $373K
6.95K $208K
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

BUY
 -
6.59K
New
$305K - $354K
6.59K $198K
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
6.35K
+ 12.75%
$293K - $340K
56.1K $1.68M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
6.28K
New
$290K - $337K
6.28K $188K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.27K
+ 9.55%
$290K - $336K
71.9K $2.16M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.08K
New
$281K - $326K
6.08K $182K
Apr 27, 2023 Q1 2023
Auxano Advisors, LLC

BUY
 -
5.95K
New
$275K - $319K
5.95K $178K
Oct 26, 2023 Q1 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
5.74K
+ 4.99%
$265K - $308K
121K $3.62M
Apr 25, 2023 Q1 2023
Solitude Financial Services

BUY
 -
5.73K
+ 30.72%
$265K - $307K
24.4K $731K

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