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 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
252
New
$13.3K - $14.4K
252 $6.41K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
228
New
$12K - $13K
228 $5.8K
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
217
+ 5.15%
$11.5K - $12.4K
4.43K $113K
Jul 30, 2024 Q2 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
217
New
$11.5K - $12.4K
217 $5.52K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
212
+ 6.01%
$11.2K - $12.1K
3.74K $95.1K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
193
New
$10.2K - $11K
193 $4.91K
Jul 23, 2024 Q2 2024
Exchange Capital Management, Inc.

BUY
 -
190
+ 4.41%
$10K - $10.9K
4.5K $114K
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
155
+ 38.18%
$8.19K - $8.87K
561 $14.3K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
140
New
$7.39K - $8.01K
140 $3.56K
Jul 18, 2024 Q2 2024
Foster Victor Wealth Advisors, LLC

BUY
 -
118
+ 2.16%
$6.23K - $6.75K
5.59K $142K
Aug 09, 2024 Q2 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
117
+ 0.56%
$6.18K - $6.69K
21.1K $538K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
104
New
$5.49K - $5.95K
104 $2.65K
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
102
New
$5.39K - $5.84K
102 $2.59K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
101
+ 4.02%
$5.33K - $5.78K
2.61K $66.4K
Jul 19, 2024 Q2 2024
Mbe Wealth Management, LLC

BUY
 -
98
+ 2.28%
$5.18K - $5.61K
4.4K $112K
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
94
+ 0.84%
$4.97K - $5.38K
11.2K $286K
Jul 30, 2024 Q2 2024
Vista Wealth Management Group, LLC

BUY
 -
88
+ 1.47%
$4.65K - $5.03K
6.07K $154K
Aug 13, 2024 Q2 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
79
New
$4.17K - $4.52K
79 $2.01K
Jul 17, 2024 Q2 2024
Red Door Wealth Management, LLC

BUY
 -
76
+ 1.02%
$4.01K - $4.35K
7.54K $192K
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
68
+ 0.94%
$3.59K - $3.89K
7.29K $185K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
67
+ 1.29%
$3.54K - $3.83K
5.28K $134K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
67
New
$3.54K - $3.83K
67 $1.7K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
61
+ 11.55%
$3.22K - $3.49K
589 $15K
Jul 12, 2024 Q2 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
56
+ 0.94%
$2.96K - $3.2K
6.03K $153K
Jul 16, 2024 Q2 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
54
+ 18.56%
$2.85K - $3.09K
345 $8.78K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
53
New
$2.8K - $3.03K
53 $1.35K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
50
New
$2.64K - $2.86K
50 $1.27K
Apr 22, 2025 Q2 2024
North Rock Partners, LLC

BUY
 -
43
New
$2.27K - $2.46K
43 $1.09K
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
43
+ 6.6%
$2.27K - $2.46K
695 $17.7K
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
42
+ 5.65%
$2.22K - $2.4K
785 $20K
Jul 12, 2024 Q2 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
39
New
$2.06K - $2.23K
39 $992
Jul 31, 2024 Q2 2024
Capital Advisors Inc

BUY
 -
33
+ 0.68%
$1.74K - $1.89K
4.87K $124K
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
33
+ 0.59%
$1.74K - $1.89K
5.63K $143K
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
32
+ 0.64%
$1.69K - $1.83K
5.06K $129K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
25
New
$1.32K - $1.43K
25 $636
Aug 09, 2024 Q2 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
24
+ 0.52%
$1.27K - $1.37K
4.67K $119K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
23
New
$1.21K - $1.32K
23 $585
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
18
+ 50.0%
$951 - $1.03K
54 $1.37K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
14
New
$739 - $801
14 $356
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
13
New
$687 - $744
13 $331
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
13
+ 5.99%
$687 - $744
230 $5.85K
Jul 30, 2024 Q2 2024
Hantz Financial Services, Inc.

BUY
 -
8
New
$423 - $458
8 $204
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
8
New
$423 - $458
8 $204
Jul 29, 2024 Q2 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
6
+ 1.41%
$317 - $343
433 $11K
Jul 18, 2024 Q2 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
2
+ 10.53%
$106 - $114
21 $534
Aug 14, 2024 Q2 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
1
+ 1.33%
$52.8 - $57.2
76 $1.93K
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1
+ 0.0%
$52.8 - $57.2
190K $4.83M
Jul 26, 2024 Q2 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
1
New
$52.8 - $57.2
1 $25.4
Jul 31, 2024 Q2 2024
Lindbrook Capital, LLC

BUY
 -
0
New
$0 - $0
0 $0

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