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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
231New |
$12.1K - $13.3K
|
231
$6.99K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
210+ 4.08% |
$11K - $12.1K
|
5.36K
$162K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
193New |
$10.1K - $11.1K
|
193
$5.84K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
185New |
$9.68K - $10.7K
|
185
$5.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
179New |
$9.36K - $10.3K
|
179
$5.41K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
137+ 652.38% |
$7.17K - $7.91K
|
158
$4.78K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
120+ 2.31% |
$6.28K - $6.93K
|
5.32K
$161K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
119+ 0.3% |
$6.22K - $6.87K
|
39.7K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
113New |
$5.91K - $6.53K
|
113
$3.42K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
98New |
$5.13K - $5.66K
|
98
$2.96K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91+ 0.18% |
$4.76K - $5.26K
|
49.9K
$1.51M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
81+ 50.31% |
$4.24K - $4.68K
|
242
$7.32K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76+ 22.29% |
$3.98K - $4.39K
|
417
$12.6K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
76New |
$3.98K - $4.39K
|
76
$2.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
73+ 1.05% |
$3.82K - $4.22K
|
7.03K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
59New |
$3.09K - $3.41K
|
59
$1.78K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
56New |
$2.93K - $3.24K
|
56
$1.69K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
55+ 58.51% |
$2.88K - $3.18K
|
149
$4.51K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
55New |
$2.88K - $3.18K
|
55
$1.66K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
46New |
$2.41K - $2.66K
|
46
$1.39K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
44+ 0.43% |
$2.3K - $2.54K
|
10.3K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
38New |
$1.99K - $2.2K
|
38
$1.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
37+ 2.53% |
$1.94K - $2.14K
|
1.5K
$45.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
36+ 0.63% |
$1.88K - $2.08K
|
5.76K
$174K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
32+ 0.65% |
$1.67K - $1.85K
|
4.93K
$149K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
32New |
$1.67K - $1.85K
|
32
$968
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
27+ 0.61% |
$1.41K - $1.56K
|
4.44K
$134K
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
20+ 0.13% |
$1.05K - $1.16K
|
15.8K
$477K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
15New |
$785 - $867
|
15
$454
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 0.23% |
$628 - $693
|
5.19K
$157K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.13% |
$471 - $520
|
7.09K
$214K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.15% |
$366 - $404
|
4.64K
$140K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
7New |
$366 - $404
|
7
$212
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.69% |
$262 - $289
|
732
$22.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.11% |
$209 - $231
|
3.81K
$115K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 0.38% |
$209 - $231
|
1.06K
$32.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.71% |
$52.3 - $57.8
|
141
$4.26K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.43% |
$52.3 - $57.8
|
232
$7.02K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 0.94% |
$262 - $289
|
525
$15.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-22Closed |
$1.15K - $1.27K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-27- 0.54% |
$1.41K - $1.56K
|
4.96K
$150K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-29- 7.27% |
$1.52K - $1.68K
|
370
$11.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-30- 0.66% |
$1.57K - $1.73K
|
4.51K
$136K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-43- 15.52% |
$2.25K - $2.48K
|
234
$7.08K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-47Closed |
$2.46K - $2.72K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-61- 2.9% |
$3.19K - $3.52K
|
2.04K
$61.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61Closed |
$3.19K - $3.52K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64Closed |
$3.35K - $3.7K
|
0
$0
|