Purchases and Sales Made in Q4 2022 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q4 2022. 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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2KNew |
$53.9K - $64.2K
|
2K
$70.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.87KNew |
$50.3K - $60K
|
1.87K
$65.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$49.3K - $58.7K
|
1.83K
$64.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.71KNew |
$46K - $54.8K
|
1.71K
$59.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.51K+ 7.18% |
$40.7K - $48.5K
|
22.5K
$789K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.45K+ 1.02% |
$39K - $46.5K
|
144K
$5.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.18KNew |
$31.9K - $38K
|
1.18K
$41.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.07KNew |
$28.8K - $34.3K
|
1.07K
$37.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.01K+ 752.24% |
$27.2K - $32.4K
|
1.14K
$40K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
839+ 3.51% |
$22.6K - $26.9K
|
24.7K
$867K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
835+ 18.57% |
$22.5K - $26.8K
|
5.33K
$187K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
827+ 6.26% |
$22.3K - $26.5K
|
14K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
750+ 7.65% |
$20.2K - $24.1K
|
10.6K
$370K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
746+ 0.95% |
$20.1K - $23.9K
|
78.9K
$2.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
718+ 806.74% |
$19.3K - $23K
|
807
$28.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
705+ 5.98% |
$19K - $22.6K
|
12.5K
$438K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
646+ 391.52% |
$17.4K - $20.7K
|
811
$28.4K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
646+ 391.52% |
$17.4K - $20.7K
|
811
$28.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
547New |
$14.7K - $17.6K
|
547
$19.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
529+ 5.29% |
$14.3K - $17K
|
10.5K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
348+ 4.54% |
$9.38K - $11.2K
|
8.02K
$281K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
317New |
$8.54K - $10.2K
|
317
$11.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
290+ 2.15% |
$7.81K - $9.31K
|
13.8K
$484K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
270+ 39.36% |
$7.27K - $8.67K
|
956
$33.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
270+ 2.92% |
$7.27K - $8.67K
|
9.53K
$334K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
208New |
$5.6K - $6.68K
|
208
$7.29K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
166+ 0.83% |
$4.47K - $5.33K
|
20.1K
$704K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
154New |
$4.15K - $4.94K
|
154
$5.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 100.0% |
$4.04K - $4.82K
|
300
$10.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
131+ 311.9% |
$3.53K - $4.21K
|
173
$6.06K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 156.63% |
$3.5K - $4.17K
|
213
$7.46K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
130New |
$3.5K - $4.17K
|
130
$4.56K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
118New |
$3.18K - $3.79K
|
118
$4.13K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
114+ 35.19% |
$3.07K - $3.66K
|
438
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
104New |
$2.8K - $3.34K
|
104
$3.64K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
103+ 5.8% |
$2.77K - $3.31K
|
1.88K
$65.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
90+ 0.68% |
$2.42K - $2.89K
|
13.4K
$469K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
90New |
$2.42K - $2.89K
|
90
$3.15K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
84New |
$2.26K - $2.7K
|
84
$2.94K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
83+ 61.48% |
$2.24K - $2.66K
|
218
$7.64K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
73+ 0.61% |
$1.97K - $2.34K
|
12K
$419K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
70+ 0.19% |
$1.89K - $2.25K
|
37.8K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 4.41% |
$1.89K - $2.25K
|
1.66K
$58K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
62New |
$1.67K - $1.99K
|
62
$2.17K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
56New |
$1.51K - $1.8K
|
56
$1.96K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
48New |
$1.29K - $1.54K
|
48
$1.68K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 9.64% |
$1.02K - $1.22K
|
432
$15.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25New |
$674 - $803
|
25
$876
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19+ 0.26% |
$512 - $610
|
7.44K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14New |
$377 - $449
|
14
$491
|