Purchases and Sales Made in Q1 2022 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 Q1 2022. 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
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
974K
+ 1.56%
$49.2M - $55M
63.3M $1.89B
May 06, 2022 Q1 2022
Johnson Bixby & Associates, LLC

BUY
 -
128K
New
$6.49M - $7.25M
128K $3.82M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
87K
New
$4.4M - $4.91M
87K $2.59M
Apr 28, 2022 Q1 2022
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
82.2K
+ 48.31%
$4.16M - $4.65M
252K $7.52M
Apr 20, 2022 Q1 2022
Prairiewood Capital, LLC

BUY
 -
75.2K
+ 32.08%
$3.8M - $4.25M
309K $9.22M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
54K
+ 1049.96%
$2.73M - $3.05M
59.2K $1.76M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
48.6K
+ 560.48%
$2.46M - $2.74M
57.3K $1.7M
May 10, 2022 Q1 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
47.5K
New
$2.4M - $2.68M
47.5K $1.42M
May 10, 2022 Q1 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
44.2K
+ 18.93%
$2.24M - $2.5M
278K $8.28M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
44.2K
New
$2.24M - $2.5M
44.2K $1.32M
Apr 25, 2022 Q1 2022
Collective Family Office LLC

BUY
 -
34.8K
+ 198.4%
$1.76M - $1.96M
52.3K $1.56M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
34.2K
+ 9.73%
$1.73M - $1.93M
386K $11.5M
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

BUY
 -
28.9K
+ 8.15%
$1.46M - $1.63M
384K $11.4M
May 10, 2022 Q1 2022
Cutler Investment Counsel LLC

BUY
 -
25.8K
New
$1.3M - $1.46M
25.8K $768K
Apr 14, 2022 Q1 2022
Moller Financial Services

BUY
 -
23.7K
+ 5.77%
$1.2M - $1.34M
435K $13M
Apr 21, 2022 Q1 2022
Waddell & Associates, LLC

BUY
 -
21.4K
+ 2.96%
$1.08M - $1.21M
743K $22.1M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
18.9K
+ 38.49%
$956K - $1.07M
68K $2.03M
May 04, 2022 Q1 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
18.3K
+ 4.16%
$926K - $1.03M
458K $13.6M
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
16K
New
$807K - $902K
16K $475K
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
13.4K
+ 11.63%
$676K - $756K
128K $3.82M
Apr 19, 2022 Q1 2022
Resonant Capital Advisors, LLC

BUY
 -
12.9K
+ 3.62%
$652K - $728K
369K $11M
May 16, 2022 Q1 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
11K
+ 15.35%
$558K - $623K
82.9K $2.47M
Apr 25, 2022 Q1 2022
First Pacific Financial

BUY
 -
10.5K
+ 2.74%
$532K - $595K
394K $11.7M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
8.96K
+ 17.94%
$453K - $506K
58.9K $1.75M
May 16, 2022 Q1 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
8.45K
New
$427K - $477K
8.45K $251K
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
8.15K
+ 44.39%
$412K - $460K
26.5K $789K
Apr 28, 2022 Q1 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
7.82K
+ 3.02%
$395K - $442K
267K $7.94M
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
7.76K
+ 380.12%
$392K - $439K
9.8K $292K
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
7.67K
New
$388K - $433K
7.67K $228K
Apr 20, 2022 Q1 2022
Red Door Wealth Management, LLC

BUY
 -
6.95K
New
$351K - $393K
6.95K $207K
May 09, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
6.08K
New
$307K - $344K
6.08K $181K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
5.73K
New
$289K - $324K
5.73K $171K
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
5.69K
+ 67.57%
$288K - $322K
14.1K $420K
May 11, 2022 Q1 2022
Jag Capital Management, LLC

BUY
 -
5.62K
New
$284K - $318K
5.62K $167K
Apr 14, 2022 Q1 2022
Rhs Financial, LLC

BUY
 -
5.49K
+ 93.71%
$278K - $310K
11.4K $338K
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.06K
New
$256K - $286K
5.06K $151K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
5.05K
+ 66.64%
$255K - $285K
12.6K $376K
Apr 29, 2022 Q1 2022
Bka Wealth Consulting, Inc.

BUY
 -
4.94K
New
$250K - $279K
4.94K $147K
Apr 26, 2022 Q1 2022
Ieq Capital, LLC

BUY
 -
4.9K
New
$248K - $277K
4.9K $146K
May 05, 2022 Q1 2022
Washington Trust Advisors, Inc.

BUY
 -
4.5K
+ 4.78%
$228K - $254K
98.7K $2.94M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.3K
New
$218K - $243K
4.3K $128K
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
4.2K
New
$212K - $237K
4.2K $125K
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
4.13K
New
$209K - $233K
4.13K $123K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
4.12K
New
$208K - $233K
4.12K $123K
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
3.63K
+ 86.85%
$184K - $205K
7.81K $233K
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

BUY
 -
3.44K
+ 8385.37%
$174K - $194K
3.48K $104K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.2K
+ 88.72%
$162K - $181K
6.81K $203K
Apr 22, 2022 Q1 2022
Cva Family Office, LLC

BUY
 -
3K
+ 17.69%
$152K - $170K
20K $594K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.77K
+ 12.1%
$140K - $156K
25.6K $763K

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