Purchases and Sales Made in Q2 2022 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 Q2 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
Aug 15, 2022 Q2 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
19.4M
+ 30.59%
$858M - $1.04B
82.7M $2.48B
Jul 27, 2022 Q2 2022
Waddell & Associates, LLC

BUY
 -
390K
+ 52.5%
$17.3M - $21M
1.13M $34M
Jul 27, 2022 Q2 2022
Seven Springs Wealth Group, LLC

BUY
 -
104K
New
$4.59M - $5.58M
104K $3.11M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
86.3K
New
$3.82M - $4.64M
86.3K $2.59M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
66.9K
New
$2.96M - $3.6M
66.9K $2M
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
60.2K
+ 21.66%
$2.67M - $3.24M
338K $10.1M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
54.8K
+ 71.7%
$2.43M - $2.95M
131K $3.93M
Aug 12, 2022 Q2 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
50.2K
+ 98.93%
$2.22M - $2.7M
101K $3.02M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
47K
New
$2.08M - $2.53M
47K $1.41M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
33.8K
+ 76.4%
$1.5M - $1.82M
78K $2.34M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
28.5K
+ 355.26%
$1.26M - $1.53M
36.5K $1.1M
Jul 18, 2022 Q2 2022
Collective Family Office LLC

BUY
 -
23.4K
+ 44.79%
$1.04M - $1.26M
75.7K $2.27M
Aug 09, 2022 Q2 2022
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
21K
+ 8.32%
$930K - $1.13M
273K $8.2M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
20.4K
+ 101.22%
$902K - $1.1M
40.5K $1.21M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
20.3K
+ 483.33%
$899K - $1.09M
24.5K $734K
Jul 15, 2022 Q2 2022
Rhs Financial, LLC

BUY
 -
18.9K
+ 166.26%
$836K - $1.02M
30.2K $906K
Aug 10, 2022 Q2 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
18.6K
+ 1.83%
$823K - $1M
1.03M $31M
Jul 13, 2022 Q2 2022
Johnson Bixby & Associates, LLC

BUY
 -
16.4K
+ 12.79%
$727K - $883K
145K $4.34M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
15.1K
+ 3.91%
$668K - $811K
401K $12M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
12.7K
New
$561K - $681K
12.7K $379K
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
11.8K
+ 44.47%
$522K - $634K
38.3K $1.15M
Aug 03, 2022 Q2 2022
Thoroughbred Financial Services, LLC

BUY
 -
11.6K
New
$515K - $626K
11.6K $349K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
10.7K
+ 187.41%
$475K - $578K
16.5K $493K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
10.5K
New
$465K - $565K
10.5K $315K
Jul 25, 2022 Q2 2022
Washington Trust Advisors, Inc.

BUY
 -
10.2K
+ 10.3%
$450K - $547K
109K $3.26M
Jul 11, 2022 Q2 2022
Solitude Financial Services

BUY
 -
10K
New
$444K - $539K
10K $300K
Jul 22, 2022 Q2 2022
Tru Wealth Advisors, LLC

BUY
 -
9.66K
New
$428K - $520K
9.66K $290K
Aug 05, 2022 Q2 2022
Wade Financial Advisory, Inc

BUY
 -
9.66K
+ 155.21%
$428K - $520K
15.9K $476K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
9.48K
+ 7.32%
$420K - $510K
139K $4.17M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
9.48K
+ 7.32%
$420K - $510K
139K $4.17M
Aug 04, 2022 Q2 2022
Retirement Group, LLC

BUY
 -
8.24K
+ 49.46%
$365K - $444K
24.9K $746K
Aug 03, 2022 Q2 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
8.17K
+ 1.78%
$362K - $439K
466K $14M
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
7.95K
+ 6.19%
$352K - $428K
136K $4.09M
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

BUY
 -
7.85K
+ 97.27%
$348K - $422K
15.9K $477K
Jul 18, 2022 Q2 2022
Cambridge Advisors Inc.

BUY
 -
7.7K
+ 82.78%
$341K - $415K
17K $510K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
7.34K
+ 12.46%
$325K - $395K
66.2K $1.98M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
7.14K
+ 10.49%
$316K - $384K
75.2K $2.25M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
6.91K
+ 17.23%
$306K - $372K
47K $1.41M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.38K
+ 82.42%
$283K - $344K
14.1K $423K
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
6.28K
+ 44.51%
$278K - $338K
20.4K $611K
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.17K
New
$229K - $278K
5.17K $155K
Jul 21, 2022 Q2 2022
Alpha Omega Wealth Management LLC

BUY
 -
4.91K
+ 44.06%
$217K - $264K
16K $481K
Jul 21, 2022 Q2 2022
Accredited Investors Inc.

BUY
 -
4.84K
New
$214K - $260K
4.84K $145K
Jul 07, 2022 Q2 2022
Lbmc Investment Advisors, LLC

BUY
 -
4.55K
+ 42.95%
$201K - $245K
15.1K $453K
Aug 01, 2022 Q2 2022
Cabot Wealth Management Inc

BUY
 -
3.74K
+ 4.66%
$166K - $201K
84.2K $2.52M
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
3.62K
+ 3.43%
$160K - $195K
109K $3.27M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.44K
New
$152K - $185K
3.44K $103K
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

BUY
 -
3.25K
+ 64.98%
$144K - $175K
8.24K $247K
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

BUY
 -
3.09K
+ 5.97%
$137K - $166K
54.8K $1.64M

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