Purchases and Sales Made in Q4 2021 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.24K+ 5.42% |
$117K - $129K
|
63.1K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.07K+ 12.53% |
$111K - $122K
|
27.5K
$983K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.94K+ 4.31% |
$106K - $117K
|
71.1K
$2.54M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.75K+ 4581.67% |
$99.5K - $110K
|
2.81K
$100K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.7K+ 1.28% |
$97.6K - $108K
|
213K
$7.61M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.37K+ 13.98% |
$85.9K - $94.7K
|
19.4K
$691K
|
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.18K+ 1.68% |
$78.8K - $86.8K
|
132K
$4.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.15K+ 25.54% |
$77.6K - $85.6K
|
10.5K
$376K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.88K+ 0.67% |
$68K - $75K
|
281K
$10M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.86K+ 3.53% |
$67.4K - $74.3K
|
54.6K
$1.95M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.24KNew |
$44.9K - $49.5K
|
1.24K
$44.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
1.19K+ 11.56% |
$43K - $47.5K
|
11.5K
$409K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
787+ 1.34% |
$28.5K - $31.4K
|
59.5K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
628+ 13.82% |
$22.7K - $25.1K
|
5.17K
$185K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
587+ 66.48% |
$21.2K - $23.4K
|
1.47K
$52.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
472+ 7.46% |
$17.1K - $18.8K
|
6.8K
$242K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
440New |
$15.9K - $17.6K
|
440
$15.7K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
231+ 0.32% |
$8.36K - $9.22K
|
73K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
224New |
$8.11K - $8.94K
|
224
$7.99K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
208New |
$7.53K - $8.3K
|
208
$7.42K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
193New |
$6.99K - $7.7K
|
193
$6.89K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
178+ 773.91% |
$6.44K - $7.1K
|
201
$7.17K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
175+ 0.94% |
$6.34K - $6.98K
|
18.9K
$673K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
160+ 3.13% |
$5.79K - $6.39K
|
5.27K
$188K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
137+ 2.03% |
$4.96K - $5.47K
|
6.88K
$245K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
109+ 990.91% |
$3.95K - $4.35K
|
120
$4.28K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
108+ 2700.0% |
$3.91K - $4.31K
|
112
$4K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
97New |
$3.51K - $3.87K
|
97
$3.46K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
77+ 98.72% |
$2.79K - $3.07K
|
155
$5.53K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
77+ 82.8% |
$2.79K - $3.07K
|
170
$6.07K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
60New |
$2.17K - $2.39K
|
60
$2.14K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
53+ 15.36% |
$1.92K - $2.12K
|
398
$14.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 130.0% |
$1.88K - $2.08K
|
92
$3.28K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
47New |
$1.7K - $1.88K
|
47
$1.68K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
45New |
$1.63K - $1.8K
|
45
$1.61K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
41New |
$1.48K - $1.64K
|
41
$1.46K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
35New |
$1.27K - $1.4K
|
35
$1.25K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23+ 0.41% |
$833 - $918
|
5.57K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$253 - $279
|
7
$250
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2+ 1.65% |
$72.4 - $79.8
|
123
$4.39K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.29% |
$36.2 - $39.9
|
342
$12.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.13% |
$36.2 - $39.9
|
756
$27K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 12.5% |
$36.2 - $39.9
|
9
$321
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-5- 0.03% |
$181 - $200
|
18.9K
$673K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-13Closed |
$471 - $519
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-18Closed |
$652 - $718
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-22- 0.31% |
$796 - $878
|
7.17K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-24Closed |
$869 - $958
|
0
$0
|