Purchases and Sales Made in Q3 2024 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 2024. 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 31, 2024 Q3 2024
Guardian Financial Partners, LLC

BUY
 -
1.24K
+ 11.98%
$67.4K - $74.5K
11.6K $348K
Oct 15, 2024 Q3 2024
Pfg Advisors

BUY
 -
1.2K
+ 16.42%
$64.9K - $71.8K
8.49K $254K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
1.15K
+ 18.92%
$62.5K - $69.1K
7.24K $217K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
1.15K
+ 740.65%
$62.3K - $68.9K
1.3K $39.1K
Oct 15, 2024 Q3 2024
First Pacific Financial

BUY
 -
1.14K
+ 0.28%
$61.9K - $68.4K
413K $12.4M
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.12K
+ 59.77%
$60.8K - $67.2K
2.99K $89.7K
Nov 13, 2024 Q3 2024
Rice Partnership, LLC

BUY
 -
1.03K
New
$55.9K - $61.9K
1.03K $30.9K
Oct 29, 2024 Q3 2024
Cedar Point Capital Partners, LLC

Cedar Rapids, IA
BUY
 -
1.02K
+ 5.45%
$55.3K - $61.2K
19.7K $591K
Nov 13, 2024 Q3 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
956
+ 12.6%
$51.9K - $57.4K
8.54K $256K
Oct 16, 2024 Q3 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
948
+ 15.02%
$51.4K - $56.9K
7.26K $218K
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
925
+ 39.38%
$50.2K - $55.5K
3.27K $98.1K
Nov 14, 2024 Q3 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
903
+ 100.0%
$49K - $54.2K
1.81K $54.1K
Nov 05, 2024 Q3 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
822
+ 15.93%
$44.6K - $49.3K
5.98K $179K
Oct 18, 2024 Q3 2024
Morling Financial Advisors, LLC

BUY
 -
800
New
$43.4K - $48K
800 $24K
Nov 12, 2024 Q3 2024
Ddd Partners, LLC

BUY
 -
794
+ 4.35%
$43.1K - $47.6K
19K $570K
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
751
New
$40.7K - $45.1K
751 $22.5K
Nov 07, 2024 Q3 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
736
New
$39.9K - $44.2K
736 $22.1K
Nov 04, 2024 Q3 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
732
+ 15.5%
$39.7K - $43.9K
5.46K $163K
Oct 22, 2024 Q3 2024
Jmg Financial Group, Ltd.

BUY
 -
711
+ 8.03%
$38.6K - $42.7K
9.56K $287K
Nov 08, 2024 Q3 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
695
+ 21.08%
$37.7K - $41.7K
3.99K $120K
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
672
+ 119.79%
$36.5K - $40.3K
1.23K $37K
Oct 16, 2024 Q3 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
666
+ 11.97%
$36.1K - $40K
6.23K $187K
Oct 15, 2024 Q3 2024
Clearview Wealth Advisors LLC

BUY
 -
654
+ 10.75%
$35.5K - $39.2K
6.74K $202K
Nov 12, 2024 Q3 2024
Wealthfront Advisers LLC

BUY
 -
642
+ 8.15%
$34.8K - $38.5K
8.52K $255K
Oct 04, 2024 Q3 2024
Hbw Advisory Services LLC

BUY
 -
619
+ 2.28%
$33.6K - $37.1K
27.7K $832K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
617
New
$33.5K - $37K
617 $18.5K
Dec 02, 2024 Q3 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
521
+ 10.62%
$28.3K - $31.3K
5.43K $163K
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
488
+ 13.06%
$26.5K - $29.3K
4.23K $127K
Nov 14, 2024 Q3 2024
Al Ti Global, Inc.

New York, NY
BUY
 -
487
+ 6.95%
$26.4K - $29.2K
7.49K $225K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
486
+ 10.57%
$26.4K - $29.2K
5.09K $152K
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
454
New
$24.6K - $27.2K
454 $13.6K
Nov 08, 2024 Q3 2024
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
442
+ 0.36%
$24K - $26.5K
122K $3.67M
Nov 13, 2024 Q3 2024
Wms Partners, LLC

BUY
 -
441
+ 2.23%
$23.9K - $26.5K
20.2K $606K
Nov 08, 2024 Q3 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
399
+ 14.23%
$21.6K - $23.9K
3.2K $96K
Oct 28, 2024 Q3 2024
Capital Advisors Inc

BUY
 -
379
+ 7.78%
$20.6K - $22.7K
5.25K $157K
Oct 21, 2024 Q3 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
357
New
$19.4K - $21.4K
357 $10.7K
Nov 13, 2024 Q3 2024
Private Capital Management LLC

BUY
 -
347
New
$18.8K - $20.8K
347 $10.4K
Nov 12, 2024 Q3 2024
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
324
+ 1.18%
$17.6K - $19.4K
27.9K $835K
Oct 23, 2024 Q3 2024
Tandem Capital Management Corp

BUY
 -
320
+ 2.93%
$17.4K - $19.2K
11.2K $336K
Oct 21, 2024 Q3 2024
Mbe Wealth Management, LLC

BUY
 -
317
+ 7.2%
$17.2K - $19K
4.72K $141K
Nov 14, 2024 Q3 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
302
+ 14.19%
$16.4K - $18.1K
2.43K $72.9K
Oct 21, 2024 Q3 2024
Vicus Capital

State College, PA
BUY
 -
288
+ 1.08%
$15.6K - $17.3K
27K $809K
Oct 25, 2024 Q3 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
282
+ 4.31%
$15.3K - $16.9K
6.82K $204K
Oct 11, 2024 Q3 2024
Kathleen S. Wright Associates Inc.

BUY
 -
280
New
$15.2K - $16.8K
280 $8.39K
Oct 21, 2024 Q3 2024
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
277
+ 0.37%
$15K - $16.6K
74.7K $2.24M
Nov 08, 2024 Q3 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
276
New
$15K - $16.6K
276 $8.27K
Oct 24, 2024 Q3 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
255
+ 46.11%
$13.8K - $15.3K
808 $24.2K
Oct 22, 2024 Q3 2024
Lafayette Investments, Inc.

BUY
 -
232
+ 4.8%
$12.6K - $13.9K
5.07K $152K
Oct 15, 2024 Q3 2024
Pennsylvania Capital Management Inc

BUY
 -
217
+ 3.39%
$11.8K - $13K
6.62K $198K

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