Purchases and Sales Made in Q4 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 Q4 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
Feb 01, 2024 Q4 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
3.34K
+ 1.36%
$150K - $187K
248K $7.91M
Jan 26, 2024 Q4 2023
Janiczek Wealth Management, LLC

BUY
 -
3.18K
+ 0.98%
$143K - $178K
329K $10.5M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
3.07K
+ 11.98%
$138K - $172K
28.7K $913K
Jan 10, 2024 Q4 2023
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
2.85K
+ 10.88%
$128K - $160K
29.1K $927K
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
2.85K
+ 30.22%
$128K - $160K
12.3K $391K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
2.82K
New
$127K - $158K
2.82K $89.8K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
2.77K
+ 79.07%
$124K - $155K
6.26K $200K
Jan 25, 2024 Q4 2023
Sequoia Financial Advisors, LLC

BUY
 -
2.68K
+ 13.9%
$121K - $151K
22K $701K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
2.65K
New
$119K - $148K
2.65K $84.3K
Feb 08, 2024 Q4 2023
Pennsylvania Capital Management Inc

BUY
 -
2.53K
+ 26.79%
$114K - $142K
12K $381K
Feb 01, 2024 Q4 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
2.42K
+ 8.1%
$109K - $136K
32.3K $1.03M
Feb 02, 2024 Q4 2023
Jackson Hole Capital Partners, LLC

BUY
 -
2.41K
+ 34442.86%
$108K - $135K
2.42K $77.1K
Feb 07, 2024 Q4 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
2.37K
New
$107K - $133K
2.37K $75.5K
Feb 12, 2024 Q4 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
2.32K
+ 20.33%
$104K - $130K
13.7K $438K
Feb 14, 2024 Q4 2023
Modera Wealth Management, LLC

BUY
 -
2.14K
+ 39.66%
$96.4K - $120K
7.55K $240K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
2.06K
+ 1517.65%
$92.8K - $116K
2.2K $70.1K
Jan 08, 2024 Q4 2023
Guardian Financial Partners, LLC

BUY
 -
2.06K
+ 32.05%
$92.7K - $116K
8.49K $271K
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.98K
+ 23.38%
$88.8K - $111K
10.4K $332K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
1.97K
+ 20.5%
$88.6K - $111K
11.6K $369K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.95K
+ 46.09%
$87.5K - $109K
6.17K $197K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
1.81K
+ 1164.52%
$81.2K - $101K
1.96K $62.5K
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.78K
New
$80K - $99.8K
1.78K $56.7K
Jan 09, 2024 Q4 2023
Howard Financial Services, Ltd.

BUY
 -
1.61K
+ 9.8%
$72.6K - $90.6K
18.1K $576K
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
1.47K
New
$65.9K - $82.2K
1.47K $46.7K
Jan 31, 2024 Q4 2023
Cutler Investment Counsel LLC

BUY
 -
1.37K
+ 5.04%
$61.6K - $76.8K
28.5K $910K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1.23K
New
$55.4K - $69.1K
1.23K $39.3K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.11K
+ 15.45%
$49.8K - $62.1K
8.27K $264K
Feb 14, 2024 Q4 2023
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
1.07K
New
$47.9K - $59.8K
1.07K $34K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.04K
+ 5.53%
$46.8K - $58.4K
19.8K $632K
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
1.04K
+ 81.19%
$46.6K - $58.1K
2.31K $73.7K
Jan 17, 2024 Q4 2023
Ddd Partners, LLC

BUY
 -
1K
+ 6.53%
$45K - $56.2K
16.3K $521K
Jan 02, 2024 Q4 2023
Goal Vest Advisory LLC

BUY
 -
962
New
$43.3K - $54K
962 $30.7K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
903
New
$40.6K - $50.7K
903 $28.8K
Feb 09, 2024 Q4 2023
Wealthfront Advisers LLC

BUY
 -
897
+ 20.13%
$40.3K - $50.3K
5.35K $171K
Feb 05, 2024 Q4 2023
Paradigm Financial Partners, LLC

BUY
 -
882
+ 14.18%
$39.7K - $49.5K
7.1K $226K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
827
+ 14.29%
$37.2K - $46.4K
6.62K $211K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
818
+ 1340.98%
$36.8K - $45.9K
879 $28K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
775
New
$34.9K - $43.5K
775 $24.7K
Jan 23, 2024 Q4 2023
Tempus Wealth Planning, LLC

BUY
 -
745
+ 12.03%
$33.5K - $41.8K
6.94K $221K
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
741
+ 2.29%
$33.3K - $41.6K
33.1K $1.05M
Jan 11, 2024 Q4 2023
Bcs Wealth Management

BUY
 -
727
+ 15.75%
$32.7K - $40.8K
5.34K $170K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
616
New
$27.7K - $34.6K
616 $19.6K
Jan 24, 2024 Q4 2023
Northland Capital Management LLC

BUY
 -
611
+ 1.34%
$27.5K - $34.3K
46.2K $1.47M
Jan 26, 2024 Q4 2023
Signature Estate & Investment Advisors LLC

BUY
 -
534
+ 2.32%
$24K - $30K
23.5K $749K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
526
+ 20.04%
$23.7K - $29.5K
3.15K $100K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
517
+ 35.98%
$23.3K - $29K
1.95K $62.3K
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

BUY
 -
504
+ 8.81%
$22.7K - $28.3K
6.23K $198K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
504
+ 8.04%
$22.7K - $28.3K
6.77K $216K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
503
New
$22.6K - $28.2K
503 $16K

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