Purchases and Sales Made in Q3 2022 in Schwab Fundamental U S Small C (FNDA)
This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA) during Q3 2022. 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 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.7M+ 4.47% |
$157M - $193M
|
86.4M
$2.59B
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.4K+ 16.08% |
$2.74M - $3.37M
|
465K
$13.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
64.4K+ 708.83% |
$2.74M - $3.36M
|
73.5K
$2.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
50.8K+ 1479.89% |
$2.16M - $2.66M
|
54.3K
$1.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
44.8K+ 3.95% |
$1.91M - $2.34M
|
1.18M
$35.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
44.2KNew |
$1.88M - $2.31M
|
44.2K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
42.9KNew |
$1.82M - $2.24M
|
42.9K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.4K+ 89.89% |
$1.55M - $1.9M
|
76.9K
$2.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
36KNew |
$1.53M - $1.88M
|
36K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32.5K+ 32.17% |
$1.38M - $1.69M
|
133K
$4M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
29.9K+ 2.89% |
$1.27M - $1.56M
|
1.06M
$31.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
26K+ 30.79% |
$1.11M - $1.36M
|
111K
$3.31M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.8K+ 89.55% |
$1.06M - $1.3M
|
52.6K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 104.27% |
$795K - $976K
|
36.6K
$1.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17.3K+ 31.94% |
$737K - $905K
|
71.6K
$2.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
17.3K+ 34.4% |
$736K - $905K
|
67.7K
$2.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 3.92% |
$618K - $759K
|
385K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.3K+ 153.83% |
$609K - $748K
|
23.6K
$708K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
13.7K+ 5.17% |
$581K - $714K
|
278K
$8.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.8KNew |
$543K - $667K
|
12.8K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$526K - $646K
|
12.4K
$371K
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
9.06K+ 8.73% |
$385K - $473K
|
113K
$3.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.78K+ 11.67% |
$373K - $458K
|
84K
$2.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.64KNew |
$367K - $451K
|
8.64K
$259K
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
8.26K+ 82.37% |
$351K - $431K
|
18.3K
$548K
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
7.94K+ 1.7% |
$338K - $415K
|
474K
$14.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.64KNew |
$325K - $399K
|
7.64K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.36K+ 20.13% |
$313K - $384K
|
43.9K
$1.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
7.28K+ 24.08% |
$310K - $380K
|
37.5K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7.25K+ 52.09% |
$308K - $378K
|
21.2K
$634K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.67KNew |
$283K - $348K
|
6.67K
$200K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.57K+ 56.51% |
$280K - $343K
|
18.2K
$546K
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.55K+ 66.32% |
$279K - $342K
|
16.4K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$273K - $335K
|
6.41K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
6.09KNew |
$259K - $318K
|
6.09K
$182K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.89KNew |
$251K - $308K
|
5.89K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
5.75K+ 36.5% |
$244K - $300K
|
21.5K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.47K+ 38.02% |
$233K - $286K
|
19.9K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.35K+ 8.92% |
$227K - $279K
|
65.3K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.13KNew |
$218K - $268K
|
5.13K
$154K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.91K+ 3.53% |
$209K - $256K
|
144K
$4.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.9K+ 7.4% |
$208K - $256K
|
71.1K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.86K+ 562.69% |
$206K - $254K
|
5.72K
$171K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.5K+ 42.82% |
$191K - $235K
|
15K
$450K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.35K+ 3.98% |
$185K - $227K
|
113K
$3.4M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3.8K+ 19.04% |
$162K - $199K
|
23.8K
$712K
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.79K+ 1.22% |
$161K - $198K
|
315K
$9.43M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.52K+ 22.08% |
$149K - $184K
|
19.4K
$583K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.03K+ 37.34% |
$129K - $158K
|
11.1K
$334K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.88K+ 0.78% |
$123K - $151K
|
375K
$11.2M
|