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 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
608
+ 6.95%
$29K - $32.6K
9.35K $280K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
607
+ 11.87%
$29K - $32.5K
5.72K $171K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
589
+ 12.81%
$28.1K - $31.6K
5.19K $155K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
572
+ 1040.0%
$27.3K - $30.6K
627 $18.8K
Nov 14, 2023 Q3 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
571
+ 171.47%
$27.3K - $30.6K
904 $27.1K
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
570
+ 11.79%
$27.2K - $30.5K
5.4K $162K
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
554
+ 0.67%
$26.5K - $29.7K
83.6K $2.51M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
522
+ 23.72%
$24.9K - $28K
2.72K $81.6K
Nov 09, 2023 Q3 2023
Wms Partners, LLC

BUY
 -
490
+ 8.02%
$23.4K - $26.3K
6.6K $198K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
472
+ 0.49%
$22.5K - $25.3K
96.7K $2.9M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
443
+ 3.89%
$21.2K - $23.7K
11.8K $354K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
413
New
$19.7K - $22.1K
413 $12.4K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
360
+ 1.15%
$17.2K - $19.3K
31.7K $950K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
346
+ 9.75%
$16.5K - $18.5K
3.89K $117K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
298
+ 80.54%
$14.2K - $16K
668 $20K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
291
+ 1.47%
$13.9K - $15.6K
20K $601K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
213
+ 1.77%
$10.2K - $11.4K
12.2K $367K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
208
+ 3.27%
$9.93K - $11.1K
6.57K $197K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
182
New
$8.69K - $9.75K
182 $5.45K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
150
New
$7.16K - $8.04K
150 $4.5K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
142
+ 97.93%
$6.78K - $7.61K
287 $8.6K
Oct 19, 2023 Q3 2023
Red Door Wealth Management, LLC

BUY
 -
131
+ 1.79%
$6.26K - $7.02K
7.46K $224K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
130
+ 1.85%
$6.21K - $6.97K
7.16K $215K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
123
+ 9.36%
$5.87K - $6.59K
1.44K $43.1K
Oct 23, 2023 Q3 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
115
+ 0.39%
$5.49K - $6.16K
29.3K $879K
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
104
+ 2.27%
$4.97K - $5.57K
4.69K $141K
Oct 25, 2023 Q3 2023
Cutler Investment Counsel LLC

BUY
 -
103
+ 0.38%
$4.92K - $5.52K
27.2K $814K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
101
New
$4.82K - $5.41K
101 $3.03K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
100
New
$4.78K - $5.36K
100 $3K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
97
New
$4.63K - $5.2K
97 $2.91K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
95
New
$4.54K - $5.09K
95 $2.85K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
95
+ 1.0%
$4.54K - $5.09K
9.61K $288K
Oct 18, 2023 Q3 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
62
+ 1.12%
$2.96K - $3.32K
5.6K $168K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
59
New
$2.82K - $3.16K
59 $1.77K
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
58
+ 0.95%
$2.77K - $3.11K
6.19K $186K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
56
New
$2.67K - $3K
56 $1.68K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
56
+ 4.76%
$2.67K - $3K
1.23K $36.9K
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
56
+ 0.34%
$2.67K - $3K
16.5K $493K
Nov 07, 2023 Q3 2023
Auxano Advisors, LLC

BUY
 -
45
+ 0.76%
$2.15K - $2.41K
6K $180K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
37
+ 1233.33%
$1.77K - $1.98K
40 $1.2K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
37
+ 1233.33%
$1.77K - $1.98K
40 $1.2K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
28
New
$1.34K - $1.5K
28 $839
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
28
New
$1.34K - $1.5K
28 $839
Nov 08, 2023 Q3 2023
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
17
+ 0.38%
$812 - $911
4.54K $136K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
17
+ 45.95%
$812 - $911
54 $1.62K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
15
+ 0.27%
$716 - $804
5.51K $165K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
14
+ 11.86%
$669 - $750
132 $3.96K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
12
+ 17.91%
$573 - $643
79 $2.37K
Nov 03, 2023 Q3 2023
Bka Wealth Consulting, Inc.

BUY
 -
10
+ 0.2%
$478 - $536
5.07K $152K

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