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
Jul 30, 2024 Q2 2024
Cutler Investment Counsel LLC

BUY
 -
1.31K
+ 4.57%
$69.3K - $75.1K
30K $908K
Jul 31, 2024 Q2 2024
Riverpoint Wealth Management Holdings, LLC

BUY
 -
1.27K
+ 0.24%
$66.9K - $72.5K
519K $15.7M
Jul 31, 2024 Q2 2024
Chicago Partners Investment Group LLC

BUY
 -
1.26K
+ 16.06%
$66.3K - $71.8K
9.07K $274K
Aug 09, 2024 Q2 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
1.25K
New
$65.8K - $71.2K
1.25K $37.6K
Jul 30, 2024 Q2 2024
Reston Wealth Management LLC

BUY
 -
1.18K
+ 2.14%
$62.5K - $67.7K
56.5K $1.71M
Aug 14, 2024 Q2 2024
Betterment LLC

New York, NY
BUY
 -
1.14K
+ 2.82%
$60.1K - $65.1K
41.5K $1.25M
Aug 01, 2024 Q2 2024
Jackson Creek Investment Advisors LLC

BUY
 -
1.12K
+ 9.01%
$58.9K - $63.8K
13.5K $408K
Dec 26, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.11K
+ 2.69%
$58.8K - $63.7K
42.5K $1.29M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
1.11K
+ 0.62%
$58.7K - $63.6K
181K $5.47M
Jul 22, 2024 Q2 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.07K
+ 10.51%
$56.6K - $61.3K
11.3K $341K
Aug 02, 2024 Q2 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
989
+ 0.4%
$52.2K - $56.6K
249K $7.54M
Aug 06, 2024 Q2 2024
Stephens Inc

BUY
 -
908
+ 18.71%
$48K - $51.9K
5.76K $174K
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
872
New
$46.1K - $49.9K
872 $26.4K
Jul 25, 2024 Q2 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
840
+ 19.45%
$44.4K - $48.1K
5.16K $156K
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
829
+ 1.12%
$43.8K - $47.4K
74.8K $2.26M
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
773
+ 27.38%
$40.8K - $44.2K
3.6K $109K
Aug 13, 2024 Q2 2024
Red Mountain Financial, LLC

Fort Collins, CO
BUY
 -
734
+ 4.57%
$38.8K - $42K
16.8K $508K
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

BUY
 -
720
+ 3.57%
$38K - $41.2K
20.9K $632K
Aug 06, 2024 Q2 2024
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
699
+ 0.58%
$36.9K - $40K
122K $3.69M
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
695
New
$36.7K - $39.8K
695 $21K
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
655
+ 3.49%
$34.6K - $37.5K
19.4K $588K
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
610
+ 7.32%
$32.2K - $34.9K
8.94K $270K
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
581
+ 6.44%
$30.7K - $33.2K
9.61K $291K
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
546
New
$28.8K - $31.2K
546 $16.5K
Aug 01, 2024 Q2 2024
Ddd Partners, LLC

BUY
 -
546
+ 3.09%
$28.8K - $31.2K
18.2K $551K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
543
+ 364.43%
$28.7K - $31.1K
692 $20.9K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
512
+ 1.09%
$27K - $29.3K
47.4K $1.43M
Jul 31, 2024 Q2 2024
Lafayette Investments, Inc.

BUY
 -
491
+ 11.3%
$25.9K - $28.1K
4.84K $146K
Aug 02, 2024 Q2 2024
Kaizen Financial Strategies

BUY
 -
474
+ 1.87%
$25K - $27.1K
25.8K $779K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
471
New
$24.9K - $26.9K
471 $14.2K
Aug 06, 2024 Q2 2024
Raub Brock Capital Management LP

BUY
 -
470
+ 0.52%
$24.8K - $26.9K
91K $2.75M
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
468
+ 482.47%
$24.7K - $26.8K
565 $17.1K
Aug 14, 2024 Q2 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
435
+ 12.17%
$23K - $24.9K
4.01K $121K
Jul 16, 2024 Q2 2024
Cedar Point Capital Partners, LLC

Cedar Rapids, IA
BUY
 -
428
+ 2.34%
$22.6K - $24.5K
18.7K $566K
Aug 12, 2024 Q2 2024
Brighton Jones LLC

BUY
 -
393
+ 6.49%
$20.8K - $22.5K
6.45K $195K
Aug 05, 2024 Q2 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
377
+ 13.68%
$19.9K - $21.6K
3.13K $94.7K
Aug 13, 2024 Q2 2024
Prospera Financial Services Inc

BUY
 -
372
+ 8.49%
$19.6K - $21.3K
4.75K $144K
Jul 15, 2024 Q2 2024
Sequoia Financial Advisors, LLC

BUY
 -
371
+ 1.64%
$19.6K - $21.2K
23K $696K
Jul 25, 2024 Q2 2024
Alpha Omega Wealth Management LLC

BUY
 -
369
+ 1.49%
$19.5K - $21.1K
25.1K $759K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
367
New
$19.4K - $21K
367 $11.1K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
361
New
$19.1K - $20.7K
361 $10.9K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
352
+ 8.29%
$18.6K - $20.1K
4.6K $139K
Jul 31, 2024 Q2 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
340
+ 24.53%
$18K - $19.5K
1.73K $52.2K
Oct 22, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
309
+ 0.09%
$16.3K - $17.7K
339K $10.2M
Aug 08, 2024 Q2 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
308
+ 6.05%
$16.3K - $17.6K
5.4K $163K
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
293
+ 4.08%
$15.5K - $16.8K
7.48K $226K
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
284
+ 4.54%
$15K - $16.2K
6.54K $198K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
252
New
$13.3K - $14.4K
252 $7.62K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
228
New
$12K - $13K
228 $6.89K

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