Purchases and Sales Made in Q1 2022 in Schwab Fundamental U S Small C (FNDA)
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 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.67K+ 58.63% |
$135K - $151K
|
7.21K
$215K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.66K+ 39.79% |
$134K - $150K
|
9.34K
$278K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.5K+ 20.43% |
$126K - $141K
|
14.7K
$439K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.46KNew |
$125K - $139K
|
2.46K
$73.4K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.43K+ 14.43% |
$123K - $137K
|
19.2K
$573K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2.08K+ 2.8% |
$105K - $118K
|
76.4K
$2.28M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2K+ 42.06% |
$101K - $113K
|
6.75K
$201K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.75KNew |
$88.5K - $98.9K
|
1.75K
$52.1K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.67K+ 38.93% |
$84.2K - $94.1K
|
5.95K
$177K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.56K+ 278.35% |
$78.7K - $87.9K
|
2.12K
$63K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.51K+ 30.04% |
$76.1K - $85.1K
|
6.52K
$194K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.46K+ 18.65% |
$74K - $82.7K
|
9.31K
$277K
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.44K+ 1.82% |
$72.8K - $81.4K
|
80.4K
$2.39M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.39K+ 8.17% |
$70.4K - $78.6K
|
18.4K
$549K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.36K+ 8.85% |
$68.5K - $76.6K
|
16.7K
$496K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 29.35% |
$64.1K - $71.6K
|
5.59K
$166K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
772+ 14.89% |
$39K - $43.6K
|
5.96K
$177K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
730+ 6.22% |
$36.9K - $41.2K
|
12.5K
$371K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
633+ 6.03% |
$32K - $35.8K
|
11.1K
$332K
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
624+ 5.91% |
$31.5K - $35.3K
|
11.2K
$333K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
576New |
$29.1K - $32.5K
|
576
$17.2K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
539New |
$27.2K - $30.5K
|
539
$16.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
481+ 0.89% |
$24.3K - $27.2K
|
54.3K
$1.62M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
440+ 321.17% |
$22.2K - $24.9K
|
577
$17.2K
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
400+ 3.93% |
$20.2K - $22.6K
|
10.6K
$315K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
399+ 10.04% |
$20.2K - $22.5K
|
4.37K
$130K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
372+ 153.72% |
$18.8K - $21K
|
614
$18.3K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
360+ 3.55% |
$18.2K - $20.3K
|
10.5K
$313K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
353+ 1.32% |
$17.8K - $19.9K
|
27K
$804K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
336New |
$17K - $19K
|
336
$10K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
332+ 7.37% |
$16.8K - $18.8K
|
4.84K
$144K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
310New |
$15.7K - $17.5K
|
310
$9.23K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
271+ 0.85% |
$13.7K - $15.3K
|
32.1K
$955K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
255New |
$12.9K - $14.4K
|
255
$7.59K
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
253+ 6.75% |
$12.8K - $14.3K
|
4K
$119K
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
220+ 3.67% |
$11.1K - $12.4K
|
6.22K
$185K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
186New |
$9.4K - $10.5K
|
186
$5.54K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
179New |
$9.05K - $10.1K
|
179
$5.33K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
169+ 3.64% |
$8.54K - $9.55K
|
4.81K
$143K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
131New |
$6.62K - $7.4K
|
131
$3.9K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
106New |
$5.36K - $5.99K
|
106
$3.16K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
99New |
$5K - $5.59K
|
99
$2.95K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
95+ 0.51% |
$4.8K - $5.37K
|
18.8K
$561K
|
|
|
May 11, 2022
Q1 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
88+ 1.98% |
$4.45K - $4.97K
|
4.52K
$135K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
87New |
$4.4K - $4.92K
|
87
$2.59K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
87New |
$4.4K - $4.92K
|
87
$2.59K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86+ 0.86% |
$4.35K - $4.86K
|
10.1K
$300K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 314.81% |
$4.3K - $4.8K
|
112
$3.34K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
82+ 0.88% |
$4.15K - $4.63K
|
9.37K
$279K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
76+ 165.22% |
$3.84K - $4.29K
|
122
$3.63K
|