Purchases and Sales Made in Q3 2023 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 2023. 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 08, 2023 Q3 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.97M
+ 2.18%
$94.1M - $106M
92.3M $2.78B
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
306K
+ 55.92%
$14.6M - $16.4M
854K $25.7M
Nov 09, 2023 Q3 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
106K
New
$5.04M - $5.66M
106K $3.18M
Nov 01, 2023 Q3 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
104K
New
$4.95M - $5.56M
104K $3.12M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
90.6K
New
$4.33M - $4.86M
90.6K $2.73M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
46.1K
+ 602.49%
$2.2M - $2.47M
53.8K $1.62M
Oct 17, 2023 Q3 2023
Northland Capital Management LLC

BUY
 -
45.6K
New
$2.18M - $2.44M
45.6K $1.37M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
41.4K
+ 94.88%
$1.98M - $2.22M
85K $2.56M
Nov 07, 2023 Q3 2023
Accredited Investors Inc.

BUY
 -
39.8K
+ 24.57%
$1.9M - $2.13M
202K $6.08M
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
33.5K
New
$1.6M - $1.79M
33.5K $1.01M
Oct 12, 2023 Q3 2023
Prairiewood Capital, LLC

BUY
 -
30.8K
+ 7.26%
$1.47M - $1.65M
455K $13.7M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
29.4K
+ 3.91%
$1.4M - $1.58M
781K $23.5M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
28.2K
+ 675.37%
$1.35M - $1.51M
32.3K $974K
Oct 31, 2023 Q3 2023
Kaizen Financial Strategies

BUY
 -
25.4K
New
$1.21M - $1.36M
25.4K $765K
Oct 16, 2023 Q3 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
21.4K
+ 316.22%
$1.02M - $1.15M
28.2K $850K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
20.4K
New
$972K - $1.09M
20.4K $613K
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
19.2K
+ 5.99%
$916K - $1.03M
339K $10.2M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
16.2K
+ 17.84%
$776K - $871K
107K $3.23M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
14.4K
+ 11.69%
$688K - $772K
138K $4.15M
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
14K
+ 5.13%
$668K - $749K
286K $8.63M
Nov 07, 2023 Q3 2023
Waddell & Associates, LLC

BUY
 -
13.8K
+ 1.12%
$659K - $739K
1.25M $37.5M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
13K
New
$620K - $696K
13K $391K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
12.4K
New
$594K - $666K
12.4K $375K
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
12.3K
+ 11.66%
$588K - $660K
118K $3.55M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
11.7K
New
$558K - $626K
11.7K $352K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
10.6K
+ 18.36%
$506K - $568K
68.4K $2.06M
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
10.3K
+ 190.74%
$492K - $552K
15.7K $473K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
10.3K
+ 44.21%
$490K - $550K
33.5K $1.01M
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
9.93K
+ 17.25%
$474K - $532K
67.5K $2.03M
Nov 01, 2023 Q3 2023
Horan Securities, Inc.

BUY
 -
9.91K
+ 3857.2%
$473K - $531K
10.2K $306K
Nov 07, 2023 Q3 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
9.51K
+ 5.95%
$454K - $510K
169K $5.1M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
8.57K
New
$409K - $459K
8.57K $258K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
8.27K
+ 170.86%
$395K - $443K
13.1K $395K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.1K
+ 9.93%
$387K - $434K
89.6K $2.7M
Oct 13, 2023 Q3 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
8.04K
New
$384K - $431K
8.04K $242K
Oct 19, 2023 Q3 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
7.86K
+ 0.72%
$376K - $421K
1.1M $33.1M
Nov 02, 2023 Q3 2023
Arlington Financial Advisors, LLC

BUY
 -
7.6K
+ 2.12%
$363K - $407K
365K $11M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6.91K
+ 207.04%
$330K - $370K
10.2K $309K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
6.69K
+ 27.14%
$319K - $358K
31.3K $944K
Oct 05, 2023 Q3 2023
Guardian Financial Partners, LLC

BUY
 -
6.43K
New
$307K - $344K
6.43K $194K
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
6.02K
New
$287K - $322K
6.02K $181K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
5.88K
New
$281K - $315K
5.88K $177K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.87K
+ 116.48%
$280K - $314K
10.9K $328K
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
5.34K
New
$255K - $286K
5.34K $161K
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
4.83K
New
$231K - $259K
4.83K $146K
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
4.8K
+ 4.36%
$229K - $257K
115K $3.46M
Oct 13, 2023 Q3 2023
Johnson Bixby & Associates, LLC

BUY
 -
4.69K
+ 3.2%
$224K - $252K
152K $4.57M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
4.69K
New
$224K - $251K
4.69K $141K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
4.62K
New
$220K - $247K
4.62K $139K

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