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 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-25- 0.86% |
$905 - $998
|
2.89K
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-29Closed |
$1.05K - $1.16K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-31- 5.2% |
$1.12K - $1.24K
|
565
$20.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-48Closed |
$1.74K - $1.92K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48- 0.13% |
$1.74K - $1.92K
|
35.8K
$1.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-49Closed |
$1.77K - $1.96K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.65% |
$1.81K - $2K
|
7.6K
$271K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 19.56% |
$2.24K - $2.47K
|
255
$9.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-84- 1.84% |
$3.04K - $3.35K
|
4.48K
$160K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-85Closed |
$3.08K - $3.39K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-123- 34.84% |
$4.45K - $4.91K
|
230
$8.21K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-161Closed |
$5.83K - $6.43K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-180Closed |
$6.52K - $7.18K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-181Closed |
$6.55K - $7.22K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-182- 0.51% |
$6.59K - $7.26K
|
35.8K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-184Closed |
$6.66K - $7.34K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-203Closed |
$7.35K - $8.1K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-213- 1.33% |
$7.71K - $8.5K
|
15.8K
$562K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-218- 11.89% |
$7.89K - $8.7K
|
1.62K
$57.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-226- 0.31% |
$8.18K - $9.02K
|
72.3K
$2.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-242- 0.29% |
$8.76K - $9.66K
|
82.1K
$2.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-259Closed |
$9.38K - $10.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-305- 5.22% |
$11K - $12.2K
|
5.54K
$198K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-308- 85.79% |
$11.1K - $12.3K
|
51
$1.82K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-347- 91.08% |
$12.6K - $13.8K
|
34
$1.21K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-384- 4.75% |
$13.9K - $15.3K
|
7.69K
$275K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-391- 49.06% |
$14.2K - $15.6K
|
406
$14.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-392- 53.26% |
$14.2K - $15.6K
|
344
$12.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-446- 4.2% |
$16.1K - $17.8K
|
10.2K
$363K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-450Closed |
$16.3K - $18K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-532- 1.52% |
$19.3K - $21.2K
|
34.5K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-572Closed |
$20.7K - $22.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-614Closed |
$22.2K - $24.5K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-640Closed |
$23.2K - $25.5K
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-832- 10.54% |
$30.1K - $33.2K
|
7.06K
$252K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.28K- 0.57% |
$46.4K - $51.2K
|
224K
$7.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.74K- 3.82% |
$63.1K - $69.6K
|
43.9K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.75K- 97.6% |
$63.2K - $69.6K
|
43
$1.53K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.07K- 61.11% |
$74.8K - $82.4K
|
1.31K
$46.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.13K- 5.75% |
$77K - $84.9K
|
34.9K
$1.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.54K- 22.01% |
$92K - $101K
|
9.01K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.98K- 42.16% |
$108K - $119K
|
4.09K
$146K
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-3.63K- 1.48% |
$132K - $145K
|
242K
$8.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.49K- 13.11% |
$163K - $179K
|
29.8K
$1.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$188K - $208K
|
0
$0
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.78KClosed |
$209K - $231K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.92K- 77.3% |
$214K - $236K
|
1.74K
$62K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.52KClosed |
$345K - $380K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.2K- 60.7% |
$369K - $407K
|
6.6K
$236K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-11.2K- 24.71% |
$405K - $446K
|
34.1K
$1.22M
|