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 15, 2021 Q3 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
48
New
$2.42K - $2.64K
48 $1.44K
Nov 15, 2021 Q3 2021
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
30
New
$1.51K - $1.65K
30 $899
Nov 03, 2021 Q3 2021
Bison Wealth, LLC

BUY
 -
22
+ 4.25%
$1.11K - $1.21K
540 $16.2K
Nov 10, 2021 Q3 2021
Glassman Wealth Services

BUY
 -
22
New
$1.11K - $1.21K
22 $659
Nov 05, 2021 Q3 2021
Sandy Spring Bank

BUY
 -
21
New
$1.06K - $1.15K
21 $629
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
14
+ 4.02%
$706 - $769
362 $10.8K
Oct 19, 2021 Q3 2021
Harbor Group, Inc.

BUY
 -
13
+ 0.19%
$655 - $714
7.03K $211K
Oct 29, 2021 Q3 2021
Opus Capital Group, LLC

BUY
 -
7
+ 0.09%
$353 - $384
8.05K $241K
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

BUY
 -
4
+ 0.06%
$202 - $220
7.08K $212K
Nov 09, 2021 Q3 2021
Td Capital Management LLC

Memphis, TN
BUY
 -
1
+ 0.72%
$50.4 - $54.9
140 $4.2K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
0
Closed
$0 - $0
0 $0
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-10
Closed
$504 - $549
0 $0
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

SELL
 -
-14
Closed
$706 - $769
0 $0
Nov 02, 2021 Q3 2021
Hbc Financial Services, Pllc

SELL
 -
-14
Closed
$706 - $769
0 $0
Nov 12, 2021 Q3 2021
First Command Advisory Services, Inc.

SELL
 -
-15
- 5.14%
$756 - $824
277 $8.3K
Nov 05, 2021 Q3 2021
Summit Financial Wealth Advisors, LLC

SELL
 -
-18
- 0.44%
$907 - $988
4.03K $121K
Nov 12, 2021 Q3 2021
Mai Capital Management

SELL
 -
-20
- 0.21%
$1.01K - $1.1K
9.5K $285K
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-24
- 4.33%
$1.21K - $1.32K
530 $15.9K
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

SELL
 -
-29
- 41.43%
$1.46K - $1.59K
41 $1.23K
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-30
- 7.69%
$1.51K - $1.65K
360 $10.8K
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-30
- 49.18%
$1.51K - $1.65K
31 $929
Nov 04, 2021 Q3 2021
Brighton Jones LLC

SELL
 -
-33
- 0.67%
$1.66K - $1.81K
4.9K $147K
Nov 15, 2021 Q3 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-45
- 0.77%
$2.27K - $2.47K
5.82K $174K
Nov 12, 2021 Q3 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-57
- 0.28%
$2.87K - $3.13K
20.6K $618K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-58
- 0.49%
$2.92K - $3.18K
11.8K $355K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-63
- 0.73%
$3.18K - $3.46K
8.54K $256K
Aug 06, 2024 Q3 2021
Hantz Financial Services, Inc.

SELL
 -
-67
- 29.39%
$3.38K - $3.68K
161 $4.83K
Dec 16, 2021 Q3 2021
First Command Bank

SELL
 -
-74
- 33.48%
$3.73K - $4.06K
147 $4.41K
Jan 12, 2022 Q3 2021
First Command Financial Services, Inc.

SELL
 -
-74
- 33.48%
$3.73K - $4.06K
147 $4.41K
Nov 10, 2021 Q3 2021
Paragon Capital Management LLC

Overland Park, KS
SELL
 -
-78
- 1.74%
$3.93K - $4.28K
4.41K $132K
Oct 22, 2021 Q3 2021
Relaxing Retirement Coach

SELL
 -
-78
- 1.54%
$3.93K - $4.28K
5K $150K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-79
- 5.12%
$3.98K - $4.34K
1.46K $43.8K
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

SELL
 -
-82
- 14.51%
$4.13K - $4.5K
483 $14.5K
Oct 22, 2021 Q3 2021
Trust CO Of Vermont

SELL
 -
-101
Closed
$5.09K - $5.54K
0 $0
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-102
- 1.93%
$5.14K - $5.6K
5.17K $155K
Apr 05, 2024 Q3 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-112
- 0.79%
$5.65K - $6.15K
14.1K $423K
Nov 10, 2021 Q3 2021
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-136
- 2.08%
$6.86K - $7.47K
6.39K $192K
Nov 08, 2021 Q3 2021
Addison Advisors LLC

SELL
 -
-138
- 0.28%
$6.96K - $7.58K
48.9K $1.46M
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-147
- 19.02%
$7.41K - $8.07K
626 $18.8K
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-157
Closed
$7.91K - $8.62K
0 $0
Nov 02, 2021 Q3 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-193
- 1.83%
$9.73K - $10.6K
10.3K $310K
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
SELL
 -
-203
- 7.27%
$10.2K - $11.1K
2.59K $77.6K
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-207
- 5.02%
$10.4K - $11.4K
3.92K $117K
Oct 08, 2021 Q3 2021
Modus Advisors, LLC

SELL
 -
-208
Closed
$10.5K - $11.4K
0 $0
Nov 12, 2021 Q3 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-237
- 5.55%
$11.9K - $13K
4.04K $121K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-245
- 0.62%
$12.4K - $13.5K
39.6K $1.19M
Nov 10, 2021 Q3 2021
Valley National Advisers Inc

SELL
 -
-251
- 5.24%
$12.7K - $13.8K
4.54K $136K
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-263
Closed
$13.3K - $14.4K
0 $0

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