Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024 Q2 2024
Annandale Capital, LLC

Dallas, TX
BUY
 -
6.3K
New
$333K - $360K
6.3K $191K
Jul 18, 2024 Q2 2024
Gsb Wealth Management, LLC

BUY
 -
6.15K
+ 7.98%
$325K - $352K
83.2K $2.52M
Jul 31, 2024 Q2 2024
Clearview Wealth Advisors LLC

BUY
 -
6.09K
New
$321K - $348K
6.09K $184K
Jul 19, 2024 Q2 2024
Wealth Forward, LLC

Fargo, ND
BUY
 -
5.96K
+ 1.99%
$315K - $341K
306K $9.24M
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.73K
+ 17.73%
$303K - $328K
38.1K $1.15M
Aug 05, 2024 Q2 2024
Noesis Capital Mangement Corp

BUY
 -
5.11K
New
$270K - $292K
5.11K $154K
Dec 02, 2024 Q2 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
4.91K
New
$259K - $281K
4.91K $148K
Jul 29, 2024 Q2 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
4.72K
New
$249K - $270K
4.72K $143K
Jul 01, 2024 Q2 2024
Moller Financial Services

BUY
 -
4.55K
+ 0.86%
$240K - $260K
532K $16.1M
Aug 14, 2024 Q2 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
4.53K
+ 3.97%
$239K - $259K
119K $3.58M
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
4.35K
New
$230K - $249K
4.35K $132K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
4.33K
+ 1028.74%
$229K - $248K
4.75K $144K
Jul 18, 2024 Q2 2024
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
4.14K
+ 13.8%
$219K - $237K
34.1K $1.03M
Jul 11, 2024 Q2 2024
Warther Private Wealth, LLC

Akron, OH
BUY
 -
4.04K
New
$213K - $231K
4.04K $122K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
4K
+ 29.85%
$211K - $229K
17.4K $526K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
3.96K
+ 2.78%
$209K - $227K
147K $4.43M
Jul 12, 2024 Q2 2024
Capital Investment Advisors, LLC

BUY
 -
3.95K
New
$209K - $226K
3.95K $119K
Jul 17, 2024 Q2 2024
Charles Schwab Trust CO

BUY
 -
3.91K
+ 2.32%
$206K - $223K
172K $5.21M
Jul 19, 2024 Q2 2024
Western Financial Corp/Ca

San Diego, CA
BUY
 -
3.87K
New
$204K - $221K
3.87K $117K
Aug 13, 2024 Q2 2024
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
3.78K
New
$200K - $216K
3.78K $114K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.68K
+ 25.67%
$194K - $211K
18K $545K
Jul 12, 2024 Q2 2024
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
3.65K
New
$193K - $209K
3.65K $110K
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
3.39K
+ 22.05%
$179K - $194K
18.8K $568K
Aug 09, 2024 Q2 2024
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
3.07K
+ 4.3%
$162K - $176K
74.5K $2.25M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
2.96K
New
$157K - $170K
2.96K $89.6K
Aug 13, 2024 Q2 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.92K
+ 3.55%
$154K - $167K
85.3K $2.58M
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
2.83K
+ 34.62%
$149K - $162K
11K $332K
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.56K
+ 24.33%
$135K - $146K
13.1K $395K
Jul 30, 2024 Q2 2024
Jmg Financial Group, Ltd.

BUY
 -
2.5K
+ 39.32%
$132K - $143K
8.85K $268K
Jul 30, 2024 Q2 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
2.32K
New
$123K - $133K
2.32K $70.2K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
2.16K
+ 242.58%
$114K - $124K
3.05K $92.2K
Jul 23, 2024 Q2 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
2.15K
+ 33.93%
$114K - $123K
8.5K $257K
Aug 14, 2024 Q2 2024
Northern Trust Corp

Chicago, IL
BUY
 -
2.12K
+ 17.6%
$112K - $121K
14.1K $427K
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.04K
+ 14.5%
$108K - $117K
16.1K $487K
Aug 14, 2024 Q2 2024
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
1.99K
New
$105K - $114K
1.99K $60.1K
Jul 17, 2024 Q2 2024
Northland Capital Management LLC

BUY
 -
1.89K
+ 4.06%
$99.7K - $108K
48.4K $1.46M
Aug 12, 2024 Q2 2024
Mai Capital Management

BUY
 -
1.85K
+ 1.09%
$97.5K - $106K
171K $5.18M
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
1.81K
+ 9.16%
$95.8K - $104K
21.6K $653K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.79K
+ 2054.02%
$94.4K - $102K
1.87K $56.7K
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
1.78K
New
$93.9K - $102K
1.78K $53.7K
Jul 30, 2024 Q2 2024
Seven Springs Wealth Group, LLC

BUY
 -
1.7K
+ 0.98%
$89.8K - $97.3K
175K $5.29M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.68K
+ 372.06%
$88.6K - $96K
2.13K $64.4K
Aug 05, 2024 Q2 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
1.62K
+ 1.45%
$85.4K - $92.5K
113K $3.43M
Aug 13, 2024 Q2 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
1.54K
+ 25.48%
$81.4K - $88.2K
7.59K $229K
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.43K
+ 3.55%
$75.7K - $82K
41.8K $1.26M
Aug 12, 2024 Q2 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1.42K
+ 11.97%
$75K - $81.2K
13.3K $401K
Aug 12, 2024 Q2 2024
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
1.39K
+ 4.35%
$73.3K - $79.4K
33.3K $1.01M
Jul 24, 2024 Q2 2024
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
1.34K
+ 1.03%
$70.5K - $76.4K
131K $3.97M
Aug 06, 2024 Q2 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.33K
+ 8.21%
$70.2K - $76K
17.5K $530K

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