Purchases and Sales Made in Q3 2022 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 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
Oct 20, 2022 Q3 2022
Signature Estate & Investment Advisors LLC

BUY
 -
60
+ 0.22%
$2.55K - $3.13K
27.9K $836K
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
45
+ 0.37%
$1.91K - $2.35K
12.2K $366K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
44
New
$1.87K - $2.3K
44 $1.32K
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
37
+ 0.77%
$1.57K - $1.93K
4.85K $145K
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
35
New
$1.49K - $1.83K
35 $1.05K
Aug 06, 2024 Q3 2022
Hantz Financial Services, Inc.

BUY
 -
32
+ 19.88%
$1.36K - $1.67K
193 $5.78K
Oct 24, 2022 Q3 2022
Bka Wealth Consulting, Inc.

BUY
 -
23
+ 0.48%
$978 - $1.2K
4.86K $146K
Oct 28, 2022 Q3 2022
Tiedemann Advisors, LLC

BUY
 -
22
+ 0.25%
$935 - $1.15K
8.73K $261K
Nov 14, 2022 Q3 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
22
+ 0.39%
$935 - $1.15K
5.61K $168K
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
21
+ 0.4%
$893 - $1.1K
5.28K $158K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
8
+ 1.86%
$340 - $418
439 $13.2K
Oct 18, 2022 Q3 2022
Relaxing Retirement Coach

BUY
 -
8
+ 0.16%
$340 - $418
4.91K $147K
Oct 20, 2022 Q3 2022
Tsfg, LLC

BUY
 -
7
+ 0.88%
$298 - $366
799 $23.9K
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
5
+ 0.06%
$213 - $261
8.24K $247K
Oct 27, 2022 Q3 2022
Financial Management Professionals, Inc.

BUY
 -
3
+ 6.67%
$128 - $157
48 $1.44K
Oct 31, 2022 Q3 2022
Opus Capital Group, LLC

BUY
 -
3
+ 0.03%
$128 - $157
9.53K $286K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-3
- 0.61%
$128 - $157
488 $14.6K
Oct 14, 2022 Q3 2022
Washington Trust CO

SELL
 -
-6
- 3.23%
$255 - $313
180 $5.39K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

SELL
 -
-19
- 1.07%
$808 - $992
1.75K $52.4K
Oct 28, 2022 Q3 2022
Addison Advisors LLC

SELL
 -
-20
- 0.04%
$850 - $1.04K
48.9K $1.46M
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-20
- 5.41%
$850 - $1.04K
350 $10.5K
Oct 26, 2022 Q3 2022
Tilia Fiduciary Partners, Inc.

SELL
 -
-40
- 37.74%
$1.7K - $2.09K
66 $1.98K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

SELL
 -
-47
- 37.01%
$2K - $2.45K
80 $2.4K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-49
- 17.69%
$2.08K - $2.56K
228 $6.83K
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-49
- 98.0%
$2.08K - $2.56K
1 $30
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
SELL
 -
-72
- 90.0%
$3.06K - $3.76K
8 $240
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-100
- 3.28%
$4.25K - $5.22K
2.95K $88.4K
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-100
- 39.68%
$4.25K - $5.22K
152 $4.56K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-113
- 15.42%
$4.8K - $5.9K
620 $18.6K
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-113
- 15.42%
$4.8K - $5.9K
620 $18.6K
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-129
- 1.02%
$5.49K - $6.74K
12.5K $376K
Nov 14, 2022 Q3 2022
Studio Investment Management LLC

Chicago, IL
SELL
 -
-145
- 4.03%
$6.17K - $7.57K
3.45K $103K
Oct 18, 2022 Q3 2022
Allworth Financial LP

SELL
 -
-156
- 61.9%
$6.63K - $8.15K
96 $2.88K
Nov 03, 2022 Q3 2022
Cidel Asset Management Inc

Toronto, Ontario, A6
SELL
 -
-170
- 1.94%
$7.23K - $8.88K
8.58K $257K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
SELL
 -
-171
- 6.01%
$7.27K - $8.93K
2.67K $80.1K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-218
- 1.47%
$9.27K - $11.4K
14.7K $439K
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

SELL
 -
-221
- 4.67%
$9.4K - $11.5K
4.52K $135K
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

SELL
 -
-232
- 3.33%
$9.86K - $12.1K
6.73K $202K
Nov 14, 2022 Q3 2022
Brown Advisory Inc

SELL
 -
-240
- 3.95%
$10.2K - $12.5K
5.84K $175K
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
SELL
 -
-245
- 8.9%
$10.4K - $12.8K
2.51K $75.1K
Oct 20, 2022 Q3 2022
Financial Advisory Service, Inc.

SELL
 -
-254
- 46.78%
$10.8K - $13.3K
289 $8.66K
Oct 24, 2022 Q3 2022
Tru Wealth Advisors, LLC

SELL
 -
-272
- 2.82%
$11.6K - $14.2K
9.39K $281K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-286
- 4.17%
$12.2K - $14.9K
6.58K $197K
Nov 02, 2022 Q3 2022
Townsend Asset Management Corp

SELL
 -
-294
- 4.01%
$12.5K - $15.4K
7.03K $211K
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-300
- 5.02%
$12.8K - $15.7K
5.67K $170K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-323
- 44.67%
$13.7K - $16.9K
400 $12K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

SELL
 -
-348
- 11.15%
$14.8K - $18.2K
2.77K $83.1K
Nov 01, 2022 Q3 2022
Waterfront Wealth Inc.

SELL
 -
-542
- 2.17%
$23K - $28.3K
24.4K $733K

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