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 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.04K
+ 79.59%
$135K - $164K
6.86K $206K
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
3.01K
+ 16.31%
$133K - $162K
21.4K $642K
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
2.97K
+ 1.11%
$131K - $160K
269K $8.08M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.7K
+ 4.72%
$120K - $146K
60K $1.8M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.65K
+ 39.23%
$117K - $142K
9.4K $282K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.59K
+ 13.76%
$115K - $139K
21.4K $642K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.22K
+ 8.66%
$98.3K - $119K
27.9K $835K
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
2.15K
+ 32.98%
$95.2K - $116K
8.67K $260K
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
2.1K
+ 54.45%
$92.9K - $113K
5.95K $178K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
2.09K
+ 29.02%
$92.7K - $113K
9.31K $279K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.02K
+ 28.89%
$89.4K - $109K
9.01K $270K
Jul 13, 2022 Q2 2022
Arlington Financial Advisors, LLC

BUY
 -
1.86K
+ 0.58%
$82.4K - $100K
323K $9.68M
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
1.79K
+ 22.94%
$79.3K - $96.4K
9.6K $288K
Aug 11, 2022 Q2 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
1.61K
+ 1.94%
$71.2K - $86.5K
84.5K $2.53M
Jul 13, 2022 Q2 2022
Prairiewood Capital, LLC

BUY
 -
1.26K
+ 0.41%
$55.9K - $67.9K
311K $9.31M
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
1.25K
New
$55.1K - $67K
1.25K $37.3K
Jul 22, 2022 Q2 2022
Charles Schwab Trust CO

BUY
 -
1.15K
+ 14.42%
$50.7K - $61.6K
9.08K $272K
Aug 04, 2022 Q2 2022
Ironwood Investment Counsel, LLC

BUY
 -
1.02K
+ 7.88%
$45K - $54.7K
13.9K $417K
Aug 12, 2022 Q2 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
982
+ 0.87%
$43.5K - $52.8K
114K $3.42M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
921
+ 0.35%
$40.8K - $49.6K
264K $7.92M
Jul 13, 2022 Q2 2022
Signature Estate & Investment Advisors LLC

BUY
 -
830
+ 3.07%
$36.8K - $44.7K
27.8K $834K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
BUY
 -
828
+ 26.52%
$36.7K - $44.6K
3.95K $118K
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
821
+ 1303.17%
$36.4K - $44.2K
884 $26.5K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
783
+ 1.32%
$34.7K - $42.1K
60K $1.8M
Jul 13, 2022 Q2 2022
Tsfg, LLC

BUY
 -
765
+ 2833.33%
$33.9K - $41.2K
792 $23.7K
Aug 03, 2022 Q2 2022
Ddd Partners, LLC

BUY
 -
586
+ 5.24%
$25.9K - $31.5K
11.8K $353K
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
536
New
$23.7K - $28.8K
536 $16.1K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
526
+ 20.28%
$23.3K - $28.3K
3.12K $93.5K
Aug 11, 2022 Q2 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
473
+ 3.05%
$20.9K - $25.5K
16K $478K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
444
+ 0.38%
$19.7K - $23.9K
116K $3.48M
Aug 04, 2022 Q2 2022
Jackson Creek Investment Advisors LLC

BUY
 -
433
+ 4.35%
$19.2K - $23.3K
10.4K $311K
Aug 16, 2022 Q2 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
383
New
$17K - $20.6K
383 $11.5K
Jul 27, 2022 Q2 2022
Paradigm Financial Partners, LLC

BUY
 -
377
+ 9.42%
$16.7K - $20.3K
4.38K $131K
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
368
+ 1.15%
$16.3K - $19.8K
32.5K $973K
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
328
+ 83.04%
$14.5K - $17.6K
723 $21.7K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
297
+ 10.79%
$13.2K - $16K
3.05K $91.4K
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
264
New
$11.7K - $14.2K
264 $7.91K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
261
New
$11.6K - $14K
261 $7.82K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
250
+ 60.39%
$11.1K - $13.5K
664 $19.9K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
241
New
$10.7K - $13K
241 $7.22K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
240
New
$10.6K - $12.9K
240 $7.19K
Jul 25, 2022 Q2 2022
Townsend Asset Management Corp

BUY
 -
236
+ 3.33%
$10.5K - $12.7K
7.33K $220K
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
234
+ 4.19%
$10.4K - $12.6K
5.82K $175K
Jul 26, 2022 Q2 2022
Fin Trust Capital Advisors, LLC

BUY
 -
221
New
$9.79K - $11.9K
221 $6.62K
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
220
+ 687.5%
$9.74K - $11.8K
252 $7.55K
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
171
+ 6.4%
$7.57K - $9.2K
2.84K $85.2K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
165
+ 147.32%
$7.31K - $8.88K
277 $8.3K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
162
+ 60.22%
$7.17K - $8.72K
431 $12.9K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
143
+ 0.97%
$6.33K - $7.69K
14.9K $446K

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