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
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
1.02K
+ 8.55%
$51.4K - $56K
13K $388K
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
967
+ 401.24%
$48.7K - $53.1K
1.21K $36.2K
Oct 19, 2021 Q3 2021
Reston Wealth Management LLC

BUY
 -
947
+ 2.5%
$47.7K - $52K
38.8K $1.16M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
761
+ 9.68%
$38.4K - $41.8K
8.62K $258K
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
752
+ 14.63%
$37.9K - $41.3K
5.89K $177K
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
727
+ 16.25%
$36.6K - $39.9K
5.2K $156K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
704
+ 21.05%
$35.5K - $38.6K
4.05K $121K
Nov 10, 2021 Q3 2021
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
689
New
$34.7K - $37.8K
689 $20.6K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
664
+ 30.42%
$33.5K - $36.5K
2.85K $85.3K
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

BUY
 -
619
+ 14.47%
$31.2K - $34K
4.9K $147K
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
543
+ 87.58%
$27.4K - $29.8K
1.16K $34.9K
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
472
+ 7.96%
$23.8K - $25.9K
6.4K $192K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
471
+ 11.31%
$23.7K - $25.9K
4.63K $139K
Nov 04, 2021 Q3 2021
Camelot Portfolios, LLC

BUY
 -
450
+ 8.92%
$22.7K - $24.7K
5.5K $165K
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
398
New
$20.1K - $21.9K
398 $11.9K
Oct 14, 2021 Q3 2021
Appleton Partners Inc

BUY
 -
380
+ 5.78%
$19.2K - $20.9K
6.96K $208K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
377
New
$19K - $20.7K
377 $11.3K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
370
+ 1275.86%
$18.7K - $20.3K
399 $12K
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
341
+ 1.1%
$17.2K - $18.7K
31.3K $937K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
339
+ 8.45%
$17.1K - $18.6K
4.35K $130K
Oct 27, 2021 Q3 2021
Investors Research Corp

BUY
 -
332
New
$16.7K - $18.2K
332 $9.95K
Nov 05, 2021 Q3 2021
Sargent Bickham Lagudis LLC

BUY
 -
329
+ 143.04%
$16.6K - $18.1K
559 $16.8K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
289
+ 9.59%
$14.6K - $15.9K
3.3K $98.9K
Oct 19, 2021 Q3 2021
Ellevest, Inc.

BUY
 -
267
New
$13.5K - $14.7K
267 $8K
Nov 05, 2021 Q3 2021
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
239
+ 0.38%
$12K - $13.1K
63.8K $1.91M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
231
New
$11.6K - $12.7K
231 $6.92K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
228
New
$11.5K - $12.5K
228 $6.83K
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
209
+ 7.76%
$10.5K - $11.5K
2.9K $87K
Oct 28, 2021 Q3 2021
Simplex Trading, LLC

BUY
 -
180
+ 13.55%
$9.07K - $9.88K
1.51K $45.2K
Nov 03, 2021 Q3 2021
Delta Asset Management LLC

Memphis, TN
BUY
 -
175
+ 216.05%
$8.82K - $9.61K
256 $7.67K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
169
New
$8.52K - $9.28K
169 $5.06K
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
BUY
 -
168
+ 4.38%
$8.47K - $9.22K
4K $120K
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

BUY
 -
151
New
$7.61K - $8.29K
151 $4.53K
Nov 01, 2021 Q3 2021
Howard Financial Services, Ltd.

BUY
 -
132
+ 1.55%
$6.65K - $7.25K
8.65K $259K
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
125
New
$6.3K - $6.86K
125 $3.75K
Nov 15, 2021 Q3 2021
Balentine LLC

Atlanta, GA
BUY
 -
121
New
$6.1K - $6.64K
121 $3.63K
Oct 13, 2021 Q3 2021
West Hill Financial Advisors, Inc.

BUY
 -
113
New
$5.7K - $6.2K
113 $3.39K
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
97
+ 1.61%
$4.89K - $5.33K
6.13K $184K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
94
New
$4.74K - $5.16K
94 $2.82K
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

BUY
 -
90
New
$4.54K - $4.94K
90 $2.7K
Oct 22, 2021 Q3 2021
Ddd Partners, LLC

BUY
 -
82
+ 0.81%
$4.13K - $4.5K
10.2K $305K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
82
New
$4.13K - $4.5K
82 $2.46K
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

BUY
 -
78
New
$3.93K - $4.28K
78 $2.34K
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
76
New
$3.83K - $4.17K
76 $2.28K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
75
New
$3.78K - $4.12K
75 $2.25K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

BUY
 -
61
New
$3.08K - $3.35K
61 $1.83K
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
61
+ 21.79%
$3.08K - $3.35K
341 $10.2K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
60
+ 0.48%
$3.02K - $3.29K
12.6K $379K
Nov 16, 2021 Q3 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
48
New
$2.42K - $2.64K
48 $1.44K

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