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 08, 2021 Q3 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-284
- 2.24%
$14.3K - $15.6K
12.4K $372K
Oct 13, 2021 Q3 2021
Teamwork Financial Advisors, LLC

SELL
 -
-343
- 5.61%
$17.3K - $18.8K
5.77K $173K
Nov 05, 2021 Q3 2021
Pfg Advisors

SELL
 -
-360
- 6.73%
$18.1K - $19.8K
4.99K $149K
Nov 12, 2021 Q3 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-364
- 56.52%
$18.3K - $20K
280 $8.39K
Nov 16, 2021 Q3 2021
Retirement Group, LLC

SELL
 -
-388
- 2.57%
$19.6K - $21.3K
14.7K $442K
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-500
- 5.88%
$25.2K - $27.5K
8K $240K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-625
- 4.83%
$31.5K - $34.3K
12.3K $369K
Jul 17, 2024 Q3 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-659
- 98.21%
$33.2K - $36.2K
12 $360
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-690
- 5.71%
$34.8K - $37.9K
11.4K $341K
Dec 19, 2023 Q3 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-698
Closed
$35.2K - $38.3K
0 $0
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-766
Closed
$38.6K - $42.1K
0 $0
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-992
Closed
$50K - $54.5K
0 $0
Nov 02, 2021 Q3 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-1.04K
- 2.17%
$52.2K - $56.8K
46.7K $1.4M
Nov 02, 2021 Q3 2021
Waterfront Wealth Inc.

SELL
 -
-1.15K
- 3.76%
$58.1K - $63.3K
29.5K $885K
Oct 12, 2021 Q3 2021
Prairie View Partners, LLC

SELL
 -
-1.16K
- 2.11%
$58.2K - $63.4K
53.5K $1.6M
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

SELL
 -
-1.2K
- 2.96%
$60.5K - $65.9K
39.3K $1.18M
Oct 21, 2021 Q3 2021
Cabot Wealth Management Inc

SELL
 -
-1.23K
- 1.53%
$62.1K - $67.6K
79.4K $2.38M
Oct 22, 2021 Q3 2021
Spire Wealth Management

SELL
 -
-1.27K
- 37.61%
$63.9K - $69.6K
2.1K $63K
Nov 08, 2021 Q3 2021
Arjuna Capital

SELL
 -
-1.28K
Closed
$64.3K - $70K
0 $0
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.6K
- 15.83%
$80.4K - $87.6K
8.48K $254K
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

SELL
 -
-1.78K
- 13.28%
$89.5K - $97.5K
11.6K $348K
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-1.86K
- 0.68%
$93.7K - $102K
271K $8.12M
Nov 15, 2021 Q3 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-1.97K
- 40.57%
$99.1K - $108K
2.88K $86.3K
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-2.03K
- 1.6%
$102K - $111K
125K $3.75M
Nov 05, 2021 Q3 2021
Gratus Capital LLC

SELL
 -
-2.17K
- 21.01%
$109K - $119K
8.17K $245K
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

SELL
 -
-2.27K
- 19.08%
$114K - $124K
9.62K $288K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

SELL
 -
-2.55K
- 18.03%
$129K - $140K
11.6K $347K
Nov 12, 2021 Q3 2021
Tiedemann Advisors, LLC

SELL
 -
-2.57K
- 20.06%
$129K - $141K
10.2K $307K
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.72K
- 5.48%
$137K - $150K
47K $1.41M
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

SELL
 -
-3.01K
- 29.23%
$152K - $165K
7.3K $219K
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-3.12K
- 40.25%
$157K - $172K
4.64K $139K
Nov 15, 2021 Q3 2021
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-3.39K
- 4.71%
$171K - $186K
68.5K $2.05M
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-4.06K
Closed
$205K - $223K
0 $0
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-4.1K
- 18.63%
$207K - $225K
17.9K $537K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-4.3K
- 25.98%
$217K - $236K
12.3K $367K
Nov 12, 2021 Q3 2021
Maryland Capital Management

Towson, MD
SELL
 -
-4.43K
Closed
$223K - $243K
0 $0
Nov 04, 2021 Q3 2021
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-5.25K
- 13.72%
$265K - $288K
33K $989K
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

SELL
 -
-5.58K
- 32.4%
$281K - $306K
11.6K $349K
Oct 21, 2021 Q3 2021
Jag Capital Management, LLC

SELL
 -
-5.62K
Closed
$284K - $309K
0 $0
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

SELL
 -
-6.49K
- 2.61%
$327K - $356K
242K $7.25M
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

SELL
 -
-7.65K
Closed
$386K - $420K
0 $0
Oct 19, 2021 Q3 2021
South Shore Capital Advisors

SELL
 -
-7.71K
Closed
$389K - $423K
0 $0
Nov 15, 2021 Q3 2021
Lbmc Investment Advisors, LLC

SELL
 -
-8.48K
- 84.97%
$427K - $465K
1.5K $45K
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-12.4K
- 39.95%
$627K - $683K
18.7K $561K
Oct 05, 2021 Q3 2021
Mc Adam, LLC

SELL
 -
-13K
- 5.5%
$657K - $715K
224K $6.7M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-13.6K
- 73.73%
$688K - $749K
4.86K $146K
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-14.8K
- 59.99%
$748K - $814K
9.89K $296K
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-17.4K
- 38.76%
$879K - $958K
27.6K $826K
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
SELL
 -
-74.7K
Closed
$3.77M - $4.1M
0 $0

Track Institutional and Insider Activities on FNDA

Follow SCHWAB FUNDAMENTAL U S SMALL C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FNDA shares.

Notify only if

Insider Trading

Get notified when an Schwab Fundamental U S Small C insider buys or sells FNDA shares.

Notify only if

News

Receive news related to SCHWAB FUNDAMENTAL U S SMALL C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FNDA