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 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.25KClosed |
$65.1K - $71.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.38K- 23.44% |
$72.2K - $79.8K
|
4.51K
$136K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.57K- 11.14% |
$82.3K - $90.9K
|
12.6K
$380K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.67K- 8.93% |
$87.4K - $96.5K
|
17K
$515K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.67K- 29.63% |
$87.5K - $96.6K
|
3.97K
$120K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.75KClosed |
$91.5K - $101K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.84K- 2.68% |
$96.1K - $106K
|
66.7K
$2.02M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 15.92% |
$100K - $111K
|
10.1K
$306K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2K- 93.64% |
$105K - $116K
|
136
$4.11K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.09K- 1.67% |
$109K - $121K
|
123K
$3.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.23K- 19.54% |
$117K - $129K
|
9.2K
$278K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
SELL
|
- |
-2.49K- 30.45% |
$130K - $144K
|
5.68K
$172K
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-2.74K- 0.66% |
$143K - $158K
|
411K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.86K- 13.06% |
$202K - $223K
|
25.7K
$777K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.19K- 48.24% |
$219K - $242K
|
4.5K
$136K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.35KClosed |
$228K - $251K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.64KClosed |
$243K - $268K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-6.23K- 2.78% |
$326K - $360K
|
217K
$6.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 50.68% |
$329K - $364K
|
6.13K
$185K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-7.36K- 2.72% |
$385K - $425K
|
263K
$7.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8KClosed |
$418K - $462K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.28K- 6.75% |
$433K - $478K
|
114K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.8K- 31.58% |
$566K - $625K
|
23.5K
$709K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.9K- 51.49% |
$1.2M - $1.32M
|
21.5K
$651K
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-24.7K- 86.84% |
$1.29M - $1.43M
|
3.75K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.6KClosed |
$1.44M - $1.59M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-30.2KClosed |
$1.58M - $1.75M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-38.9K- 86.35% |
$2.03M - $2.25M
|
6.15K
$186K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-128KClosed |
$6.68M - $7.37M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-245K- 96.08% |
$12.8M - $14.2M
|
10K
$303K
|