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 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
5.49K
New
$254K - $294K
5.49K $164K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.47K
+ 37.75%
$253K - $293K
19.9K $598K
May 30, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
5.21K
New
$241K - $279K
5.21K $156K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.09K
New
$235K - $273K
5.09K $153K
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
4.75K
New
$219K - $255K
4.75K $142K
Apr 13, 2023 Q1 2023
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
4.7K
+ 23.78%
$217K - $252K
24.5K $733K
May 03, 2023 Q1 2023
Smith, Salley & Associates

BUY
 -
4.54K
New
$210K - $243K
4.54K $136K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
4.46K
+ 66.65%
$206K - $239K
11.2K $334K
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
4.37K
New
$202K - $234K
4.37K $131K
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
4.36K
New
$201K - $234K
4.36K $131K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
4.15K
+ 29.37%
$192K - $223K
18.3K $548K
May 10, 2023 Q1 2023
Waddell & Associates, LLC

BUY
 -
4.12K
+ 0.34%
$190K - $221K
1.21M $36.4M
Apr 17, 2023 Q1 2023
Moller Financial Services

BUY
 -
3.79K
+ 0.77%
$175K - $203K
497K $14.9M
May 09, 2023 Q1 2023
Seven Springs Wealth Group, LLC

BUY
 -
3.68K
+ 3.1%
$170K - $197K
122K $3.66M
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
3.61K
+ 4.06%
$167K - $194K
92.6K $2.77M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.52K
+ 0.64%
$163K - $189K
553K $16.6M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.29K
+ 7.71%
$152K - $176K
45.9K $1.38M
May 15, 2023 Q1 2023
Roof Eidam & Maycock

BUY
 -
2.92K
+ 6.29%
$135K - $156K
49.2K $1.48M
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
2.67K
+ 47.9%
$123K - $143K
8.24K $247K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.57K
+ 41.77%
$119K - $138K
8.73K $262K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.33K
+ 15.45%
$108K - $125K
17.4K $521K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
2.25K
New
$104K - $121K
2.25K $67.4K
May 11, 2023 Q1 2023
Cutler Investment Counsel LLC

BUY
 -
2.18K
+ 8.76%
$101K - $117K
27K $810K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.03K
+ 43.46%
$93.9K - $109K
6.7K $201K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.01K
New
$92.7K - $108K
2.01K $60.1K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.87K
+ 41.24%
$86.4K - $100K
6.4K $192K
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
1.83K
+ 0.74%
$84.6K - $98.2K
249K $7.46M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
1.66K
+ 31.53%
$76.6K - $88.9K
6.92K $207K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.66K
+ 1947.06%
$76.5K - $88.8K
1.74K $52.1K
Apr 20, 2023 Q1 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
1.57K
+ 1.42%
$72.5K - $84.1K
112K $3.36M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
1.34K
+ 0.89%
$62K - $72K
152K $4.54M
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
1.29K
New
$59.6K - $69.2K
1.29K $38.7K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.27K
+ 278.95%
$58.8K - $68.2K
1.73K $51.8K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
1.24K
+ 5.6%
$57.1K - $66.2K
23.3K $698K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
1.19K
+ 19.61%
$55.2K - $64K
7.28K $218K
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.14K
New
$52.7K - $61.1K
1.14K $34.2K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.1K
+ 7.65%
$50.8K - $58.9K
15.5K $463K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
1.07K
New
$49.2K - $57.1K
1.07K $31.9K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.04K
+ 30.56%
$48.1K - $55.8K
4.45K $133K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
987
+ 1.59%
$45.6K - $52.9K
63K $1.89M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
932
New
$43.1K - $50K
932 $27.9K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
864
+ 7.34%
$39.9K - $46.3K
12.6K $379K
Apr 28, 2023 Q1 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
835
+ 0.79%
$38.6K - $44.8K
106K $3.17M
May 15, 2023 Q1 2023
Ddd Partners, LLC

BUY
 -
692
+ 4.92%
$32K - $37.1K
14.8K $442K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

BUY
 -
667
+ 3.53%
$30.8K - $35.8K
19.6K $586K
Apr 20, 2023 Q1 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
630
+ 0.24%
$29.1K - $33.8K
264K $7.91M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
597
+ 3.75%
$27.6K - $32K
16.5K $495K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
586
+ 2.75%
$27.1K - $31.4K
21.9K $656K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
513
+ 2.46%
$23.7K - $27.5K
21.4K $642K

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