Purchases and Sales Made in Q4 2021 in Schwab Fundamental U S Small C (FNDA)
This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.56K+ 1.89% |
$238K - $263K
|
246K
$7.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.32KNew |
$226K - $250K
|
4.32K
$131K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.28KNew |
$224K - $247K
|
4.28K
$129K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.19K+ 1.64% |
$219K - $242K
|
259K
$7.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
4.18KNew |
$219K - $242K
|
4.18K
$126K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
4.07K+ 0.57% |
$213K - $235K
|
722K
$21.8M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.06KNew |
$212K - $234K
|
4.06K
$123K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.86K+ 29.78% |
$202K - $223K
|
16.8K
$508K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.83KNew |
$200K - $221K
|
3.83K
$116K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.65KNew |
$191K - $211K
|
3.65K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.13K+ 4.4% |
$164K - $181K
|
74.3K
$2.25M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.76K+ 70.55% |
$145K - $160K
|
6.68K
$202K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.54K+ 237.58% |
$133K - $146K
|
3.6K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.29K+ 37.3% |
$120K - $132K
|
8.42K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.28K+ 1.7% |
$119K - $132K
|
137K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 23.61% |
$105K - $116K
|
10.5K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.98K+ 4.2% |
$104K - $114K
|
49.1K
$1.49M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.87K+ 21.61% |
$97.7K - $108K
|
10.5K
$318K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.7K+ 59.71% |
$88.9K - $98.2K
|
4.55K
$138K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.68KNew |
$88K - $97.2K
|
1.68K
$50.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.68K+ 0.38% |
$87.8K - $97K
|
440K
$13.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
1.34K+ 16.68% |
$70.2K - $77.5K
|
9.39K
$284K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.19K+ 13.8% |
$62.5K - $69K
|
9.85K
$298K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 18.24% |
$61.1K - $67.5K
|
7.57K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.12K+ 1.12% |
$58.7K - $64.9K
|
102K
$3.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
991+ 38.26% |
$51.8K - $57.3K
|
3.58K
$108K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
916+ 8.4% |
$47.9K - $52.9K
|
11.8K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
916+ 8.4% |
$47.9K - $52.9K
|
11.8K
$357K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
905+ 7.81% |
$47.3K - $52.3K
|
12.5K
$378K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
882+ 32.5% |
$46.1K - $51K
|
3.6K
$109K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
880+ 12.64% |
$46K - $50.8K
|
7.84K
$237K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
825+ 9.57% |
$43.2K - $47.7K
|
9.45K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
669+ 7.96% |
$35K - $38.6K
|
9.08K
$274K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
640+ 7.06% |
$33.5K - $37K
|
9.71K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
599+ 9.37% |
$31.3K - $34.6K
|
6.99K
$211K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
577+ 3.92% |
$30.2K - $33.3K
|
15.3K
$463K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
569+ 10.35% |
$29.8K - $32.9K
|
6.07K
$183K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
551+ 1.76% |
$28.8K - $31.8K
|
31.8K
$962K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
444+ 2.48% |
$23.2K - $25.6K
|
18.4K
$555K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
439+ 1.67% |
$23K - $25.4K
|
26.7K
$806K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
415New |
$21.7K - $24K
|
415
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
407+ 4.17% |
$21.3K - $23.5K
|
10.2K
$308K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
398+ 3.36% |
$20.8K - $23K
|
12.2K
$370K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
389+ 4.05% |
$20.3K - $22.5K
|
10K
$303K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
376+ 3.69% |
$19.7K - $21.7K
|
10.6K
$319K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
343+ 3.01% |
$17.9K - $19.8K
|
11.7K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
306+ 9.27% |
$16K - $17.7K
|
3.61K
$109K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
280New |
$14.6K - $16.2K
|
280
$8.47K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
278+ 0.71% |
$14.5K - $16.1K
|
39.6K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
271New |
$14.2K - $15.7K
|
271
$8.2K
|