Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
2.02M
+ 3.44%
$102M - $111M
60.7M $1.82B
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
134K
New
$6.77M - $7.38M
134K $4.03M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
128K
New
$6.43M - $7.01M
128K $3.83M
Jun 07, 2022 Q3 2021
True North Advisors, LLC

BUY
 -
101K
New
$5.07M - $5.52M
101K $3.01M
Nov 15, 2021 Q3 2021
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
84.3K
New
$4.25M - $4.63M
84.3K $2.53M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
57.4K
+ 229.94%
$2.89M - $3.15M
82.4K $2.47M
Oct 15, 2021 Q3 2021
Callan Capital, LLC

La Jolla, CA
BUY
 -
52.4K
+ 30.59%
$2.64M - $2.88M
224K $6.71M
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
43.6K
New
$2.2M - $2.39M
43.6K $1.31M
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

BUY
 -
23.5K
+ 7.89%
$1.18M - $1.29M
321K $9.61M
Oct 14, 2021 Q3 2021
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
23.1K
+ 18.49%
$1.16M - $1.27M
148K $4.44M
Oct 18, 2021 Q3 2021
Resonant Capital Advisors, LLC

BUY
 -
19.9K
+ 6.21%
$1M - $1.09M
340K $10.2M
Oct 18, 2021 Q3 2021
Clarius Group, LLC

Seattle, WA
BUY
 -
17.9K
+ 1.87%
$901K - $981K
974K $29.2M
Nov 10, 2021 Q3 2021
Waddell & Associates, LLC

BUY
 -
17.2K
+ 2.45%
$866K - $944K
718K $21.5M
Oct 29, 2021 Q3 2021
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
16.4K
+ 20.78%
$826K - $899K
95.2K $2.85M
Oct 14, 2021 Q3 2021
Pacific Wealth Strategies Group, Inc.

BUY
 -
14.5K
+ 14.33%
$729K - $794K
115K $3.46M
Nov 12, 2021 Q3 2021
Savant Capital, LLC

BUY
 -
12.5K
+ 8.24%
$628K - $684K
164K $4.91M
Oct 13, 2021 Q3 2021
Prairiewood Capital, LLC

BUY
 -
11.5K
+ 5.29%
$580K - $632K
229K $6.87M
Oct 20, 2021 Q3 2021
Moller Financial Services

BUY
 -
11.4K
+ 2.82%
$573K - $624K
414K $12.4M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
11.3K
+ 31.36%
$567K - $618K
47.1K $1.41M
Nov 08, 2021 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
10.9K
New
$550K - $599K
10.9K $327K
Oct 19, 2021 Q3 2021
First Pacific Financial

BUY
 -
10.6K
+ 2.84%
$535K - $583K
384K $11.5M
Nov 15, 2021 Q3 2021
Studio Investment Management LLC

Chicago, IL
BUY
 -
9.77K
New
$492K - $536K
9.77K $293K
Nov 15, 2021 Q3 2021
Riverpoint Wealth Management Holdings, LLC

BUY
 -
9.66K
+ 2.25%
$487K - $530K
438K $13.1M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
9.36K
+ 23.12%
$472K - $514K
49.8K $1.49M
Oct 29, 2021 Q3 2021
Foster & Motley Inc

Cincinnati, OH
BUY
 -
9.36K
+ 3.82%
$472K - $514K
255K $7.63M
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.02K
+ 21.28%
$303K - $330K
34.3K $1.03M
Nov 15, 2021 Q3 2021
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
5.72K
New
$288K - $314K
5.72K $172K
Nov 12, 2021 Q3 2021
Madison Wealth Management

Cincinnati, OH
BUY
 -
4.42K
+ 7.39%
$223K - $242K
64.1K $1.92M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
4.22K
+ 1.52%
$213K - $232K
283K $8.47M
Nov 16, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
4.13K
New
$208K - $226K
4.13K $124K
Nov 12, 2021 Q3 2021
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
3.85K
New
$194K - $211K
3.85K $115K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.81K
New
$192K - $209K
3.81K $114K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
3.72K
New
$188K - $204K
3.72K $112K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.29K
+ 8.0%
$166K - $180K
44.4K $1.33M
Oct 08, 2021 Q3 2021
Charles Schwab Trust CO

BUY
 -
2.81K
+ 1.11%
$141K - $154K
255K $7.65M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.71K
New
$137K - $149K
2.71K $81.3K
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.64K
+ 15.49%
$133K - $145K
19.7K $590K
Oct 12, 2021 Q3 2021
Signature Estate & Investment Advisors LLC

BUY
 -
2.51K
+ 10.61%
$127K - $138K
26.2K $786K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
2.41K
+ 25.04%
$121K - $132K
12K $360K
Nov 12, 2021 Q3 2021
Austin Private Wealth, LLC

BUY
 -
2.07K
+ 36.71%
$104K - $113K
7.69K $231K
Nov 12, 2021 Q3 2021
Arlington Financial Advisors, LLC

BUY
 -
1.9K
+ 0.6%
$95.9K - $104K
319K $9.55M
Oct 26, 2021 Q3 2021
Leavell Investment Management, Inc.

BUY
 -
1.83K
+ 25.2%
$92K - $100K
9.07K $272K
Nov 12, 2021 Q3 2021
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
1.82K
+ 47.63%
$91.8K - $100K
5.65K $169K
Oct 13, 2021 Q3 2021
Alpha Omega Wealth Management LLC

BUY
 -
1.72K
+ 24.77%
$86.5K - $94.2K
8.64K $259K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
1.71K
+ 2.47%
$86.4K - $94.1K
71.2K $2.13M
Dec 13, 2023 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.32K
+ 13.77%
$66.5K - $72.5K
10.9K $327K
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
1.16K
New
$58.6K - $63.8K
1.16K $34.9K
Nov 15, 2021 Q3 2021
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
1.06K
+ 2.4%
$53.2K - $58K
45K $1.35M
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.03K
+ 13.95%
$51.9K - $56.5K
8.41K $252K

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