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 14, 2023 Q3 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
4.4K
New
$210K - $236K
4.4K $132K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
4.22K
New
$202K - $226K
4.22K $127K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
4.21K
+ 4.1%
$201K - $226K
107K $3.2M
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
4.05K
+ 1.26%
$193K - $217K
326K $9.77M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
4K
+ 168.71%
$191K - $214K
6.37K $191K
Oct 16, 2023 Q3 2023
Shore Point Advisors, LLC

BUY
 -
3.65K
+ 2.57%
$174K - $195K
146K $4.36M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3.5K
New
$167K - $187K
3.5K $105K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.3K
+ 7.4%
$158K - $177K
47.9K $1.44M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.13K
+ 19.97%
$149K - $168K
18.8K $563K
Oct 25, 2023 Q3 2023
Pennsylvania Capital Management Inc

BUY
 -
3.02K
+ 47.02%
$144K - $162K
9.44K $283K
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
2.91K
+ 5.27%
$139K - $156K
58K $1.74M
Oct 31, 2023 Q3 2023
Resonant Capital Advisors, LLC

BUY
 -
2.84K
+ 0.71%
$136K - $152K
403K $12.1M
Oct 11, 2023 Q3 2023
Alpha Omega Wealth Management LLC

BUY
 -
2.8K
+ 13.8%
$134K - $150K
23.1K $692K
Oct 18, 2023 Q3 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
2.78K
+ 7.71%
$133K - $149K
38.9K $1.17M
Oct 24, 2023 Q3 2023
Solitude Financial Services

BUY
 -
2.52K
+ 9.47%
$120K - $135K
29.1K $871K
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
2.46K
+ 4.87%
$117K - $132K
53K $1.59M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
2.4K
+ 1.59%
$115K - $129K
154K $4.61M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.35K
+ 13.21%
$112K - $126K
20.1K $603K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.33K
+ 18.77%
$111K - $125K
14.7K $442K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2.22K
New
$106K - $119K
2.22K $66.6K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
2.16K
+ 34.36%
$103K - $116K
8.45K $253K
Nov 06, 2023 Q3 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
2K
+ 0.4%
$95.5K - $107K
499K $14.9M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
1.97K
New
$94K - $105K
1.97K $59K
Oct 12, 2023 Q3 2023
Paradigm Financial Partners, LLC

BUY
 -
1.93K
+ 44.83%
$91.9K - $103K
6.22K $186K
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
1.9K
+ 6.82%
$90.8K - $102K
29.8K $893K
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

BUY
 -
1.82K
+ 7.9%
$86.8K - $97.4K
24.8K $745K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
1.74K
+ 432.26%
$83.2K - $93.3K
2.15K $64.3K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.72K
+ 5.9%
$82K - $92K
30.8K $924K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
1.7K
+ 42.13%
$81.2K - $91.1K
5.74K $172K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
1.69K
+ 180.45%
$80.7K - $90.5K
2.63K $78.7K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.65K
+ 33.07%
$78.6K - $88.2K
6.62K $199K
Oct 23, 2023 Q3 2023
First Pacific Financial

BUY
 -
1.55K
+ 0.38%
$74.1K - $83.2K
412K $12.3M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1.53K
+ 68.45%
$73.3K - $82.2K
3.78K $113K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
1.53K
+ 519.05%
$72.9K - $81.8K
1.82K $54.5K
Nov 08, 2023 Q3 2023
Seven Springs Wealth Group, LLC

BUY
 -
1.51K
+ 1.21%
$72.3K - $81.1K
127K $3.79M
Nov 14, 2023 Q3 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
1.51K
+ 1.4%
$72.1K - $80.9K
110K $3.28M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.5K
+ 621.58%
$71.5K - $80.3K
1.74K $52.1K
Oct 11, 2023 Q3 2023
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
1.42K
+ 5.7%
$67.6K - $75.8K
26.2K $786K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1.15K
+ 11.48%
$54.9K - $61.6K
11.2K $334K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.07K
+ 6.37%
$51.2K - $57.4K
17.9K $536K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.05K
+ 49.9%
$49.9K - $56K
3.14K $94.1K
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
1.03K
+ 4.19%
$49.2K - $55.2K
25.6K $768K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
870
+ 6.01%
$41.6K - $46.6K
15.3K $460K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
867
+ 5.87%
$41.4K - $46.5K
15.6K $468K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
788
+ 13.38%
$37.6K - $42.2K
6.68K $200K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
787
New
$37.6K - $42.2K
787 $23.6K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
722
New
$34.5K - $38.7K
722 $21.6K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
683
+ 3.67%
$32.6K - $36.6K
19.3K $579K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
633
+ 11.29%
$30.2K - $33.9K
6.24K $187K

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