Purchases and Sales Made in Q1 2024 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL INTL SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
520K+ 0.94% |
$17.3M - $18.5M
|
55.6M
$1.99B
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
46K+ 260.81% |
$1.53M - $1.64M
|
63.7K
$2.28M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.4KNew |
$911K - $976K
|
27.4K
$984K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
26.6K+ 25.3% |
$884K - $947K
|
132K
$4.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
18.7K+ 8.83% |
$621K - $665K
|
230K
$8.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
16.9K+ 3.82% |
$560K - $600K
|
459K
$16.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.8K+ 41.13% |
$558K - $598K
|
57.7K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.5KNew |
$382K - $409K
|
11.5K
$412K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
10.8KNew |
$357K - $383K
|
10.8K
$385K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.49K+ 5.45% |
$315K - $338K
|
183K
$6.58M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.39K+ 6.83% |
$312K - $334K
|
147K
$5.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.02K+ 8.64% |
$299K - $321K
|
113K
$4.06M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
8.6KNew |
$286K - $306K
|
8.6K
$308K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.56KNew |
$284K - $305K
|
8.56K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.17K+ 25.8% |
$271K - $291K
|
39.8K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.33K+ 95.48% |
$243K - $261K
|
15K
$538K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.84KNew |
$227K - $243K
|
6.84K
$245K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
6.63K+ 36.0% |
$220K - $236K
|
25K
$898K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.07K+ 6.0% |
$202K - $216K
|
107K
$3.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.64KNew |
$187K - $201K
|
5.64K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5.56K+ 14.77% |
$185K - $198K
|
43.2K
$1.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.51K+ 3.53% |
$183K - $196K
|
162K
$5.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.57K+ 2.43% |
$152K - $162K
|
193K
$6.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.12K+ 19.76% |
$137K - $146K
|
25K
$895K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.92K+ 17.09% |
$130K - $140K
|
26.9K
$963K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.91K+ 746.56% |
$130K - $139K
|
4.44K
$159K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.81K+ 8.13% |
$127K - $136K
|
50.7K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.3K+ 6.06% |
$110K - $117K
|
57.7K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.22K+ 30.73% |
$107K - $115K
|
13.7K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.22K+ 4.01% |
$107K - $115K
|
83.5K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.17K+ 3.21% |
$105K - $113K
|
102K
$3.64M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.01KNew |
$100K - $107K
|
3.01K
$108K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.22K+ 3.52% |
$73.6K - $78.8K
|
65.2K
$2.34M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.77K+ 21.11% |
$58.6K - $62.8K
|
10.1K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.66K+ 8.98% |
$55.1K - $59.1K
|
20.1K
$722K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.66KNew |
$55.1K - $59K
|
1.66K
$59.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.6K+ 25.94% |
$53.1K - $56.9K
|
7.76K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.6K+ 13.22% |
$53.1K - $56.9K
|
13.7K
$491K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.32K+ 15.67% |
$43.8K - $47K
|
9.75K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.27K+ 263.62% |
$42.1K - $45.1K
|
1.75K
$62.7K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.23K+ 17.18% |
$40.7K - $43.6K
|
8.36K
$300K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
1.06K+ 1.22% |
$35.1K - $37.6K
|
87.3K
$3.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.03K+ 2.11% |
$34K - $36.5K
|
49.7K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.02K+ 0.57% |
$33.9K - $36.4K
|
181K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
849New |
$28.2K - $30.2K
|
849
$30.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
797New |
$26.5K - $28.4K
|
797
$28.6K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
793+ 0.51% |
$26.3K - $28.2K
|
156K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
785+ 306.64% |
$26.1K - $27.9K
|
1.04K
$37.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
705+ 37.58% |
$23.4K - $25.1K
|
2.58K
$92.5K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
687+ 16.57% |
$22.8K - $24.4K
|
4.83K
$173K
|