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 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-56
Closed
$2.83K - $3.16K
0 $0
Apr 29, 2022 Q1 2022
Financial Connections Group, Inc.

SELL
 -
-56
- 57.14%
$2.83K - $3.16K
42 $1.25K
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-76
Closed
$3.84K - $4.29K
0 $0
May 12, 2022 Q1 2022
Delta Asset Management LLC

Memphis, TN
SELL
 -
-81
Closed
$4.09K - $4.58K
0 $0
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

SELL
 -
-90
Closed
$4.55K - $5.09K
0 $0
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

SELL
 -
-94
Closed
$4.75K - $5.31K
0 $0
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-100
- 3.71%
$5.06K - $5.65K
2.59K $77.2K
Apr 22, 2022 Q1 2022
Bogart Wealth, LLC

SELL
 -
-105
- 56.76%
$5.31K - $5.93K
80 $2.38K
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-112
- 1.95%
$5.66K - $6.33K
5.62K $167K
Apr 20, 2022 Q1 2022
Camelot Portfolios, LLC

SELL
 -
-119
- 1.96%
$6.02K - $6.72K
5.95K $177K
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

SELL
 -
-123
- 1.22%
$6.22K - $6.95K
9.95K $296K
May 18, 2022 Q1 2022
Td Capital Management LLC

Memphis, TN
SELL
 -
-141
Closed
$7.13K - $7.97K
0 $0
May 09, 2022 Q1 2022
Lincoln National Corp

SELL
 -
-156
- 0.06%
$7.89K - $8.81K
263K $7.84M
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

SELL
 -
-179
Closed
$9.05K - $10.1K
0 $0
May 10, 2022 Q1 2022
Cidel Asset Management Inc

Toronto, Ontario, A6
SELL
 -
-240
- 2.58%
$12.1K - $13.6K
9.07K $270K
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-312
Closed
$15.8K - $17.6K
0 $0
Apr 22, 2022 Q1 2022
Clay Northam Wealth Management, LLC

SELL
 -
-350
- 3.21%
$17.7K - $19.8K
10.5K $314K
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

SELL
 -
-402
- 0.3%
$20.3K - $22.7K
132K $3.94M
May 13, 2022 Q1 2022
Waterfront Wealth Inc.

SELL
 -
-407
- 1.58%
$20.6K - $23K
25.3K $753K
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-409
- 1.48%
$20.7K - $23.1K
27.1K $808K
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
SELL
 -
-409
- 1.04%
$20.7K - $23.1K
38.7K $1.15M
Apr 19, 2022 Q1 2022
Farmers & Merchants Investments Inc

SELL
 -
-415
Closed
$21K - $23.4K
0 $0
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-480
- 13.33%
$24.3K - $27.1K
3.12K $93K
Apr 29, 2022 Q1 2022
Morris Financial Concepts, Inc.

SELL
 -
-548
- 8.83%
$27.7K - $31K
5.66K $168K
Apr 29, 2022 Q1 2022
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-592
- 10.22%
$29.9K - $33.4K
5.2K $155K
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-615
- 10.0%
$31.1K - $34.7K
5.53K $165K
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-659
- 14.61%
$33.3K - $37.2K
3.85K $115K
May 04, 2022 Q1 2022
Emfo, LLC

SELL
 -
-697
- 5.44%
$35.2K - $39.4K
12.1K $361K
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

SELL
 -
-710
- 42.19%
$35.9K - $40.1K
973 $29K
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-793
- 2.0%
$40.1K - $44.8K
38.9K $1.16M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-800
- 1.95%
$40.4K - $45.2K
40.1K $1.19M
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-843
- 23.44%
$42.6K - $47.6K
2.75K $82K
Apr 29, 2022 Q1 2022
Prairie View Partners, LLC

SELL
 -
-870
- 1.65%
$44K - $49.2K
51.7K $1.54M
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-906
- 7.67%
$45.8K - $51.2K
10.9K $325K
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-906
- 7.67%
$45.8K - $51.2K
10.9K $325K
Apr 29, 2022 Q1 2022
Gratus Capital LLC

SELL
 -
-997
- 17.55%
$50.4K - $56.3K
4.68K $139K
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

SELL
 -
-1.38K
- 3.48%
$69.7K - $77.9K
38.2K $1.14M
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-1.47K
- 3.14%
$74.2K - $82.9K
45.2K $1.35M
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

SELL
 -
-1.49K
- 22.94%
$75.2K - $84K
4.99K $149K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1.5K
Closed
$75.8K - $84.8K
0 $0
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.55K
- 22.11%
$78.2K - $87.3K
5.45K $162K
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

SELL
 -
-1.64K
- 16.85%
$82.6K - $92.4K
8.07K $240K
Apr 26, 2022 Q1 2022
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-1.71K
- 2.71%
$86.2K - $96.4K
61.2K $1.82M
May 16, 2022 Q1 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
SELL
 -
-1.85K
- 1.61%
$93.7K - $105K
113K $3.37M
Apr 14, 2022 Q1 2022
Charles Schwab Trust CO

SELL
 -
-2.07K
- 20.67%
$105K - $117K
7.94K $236K
Apr 26, 2022 Q1 2022
Arlington Financial Advisors, LLC

SELL
 -
-2.11K
- 0.65%
$107K - $119K
321K $9.56M
May 04, 2022 Q1 2022
Vista Wealth Management Group, LLC

SELL
 -
-2.34K
- 20.68%
$118K - $132K
8.99K $268K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.38K
- 26.17%
$120K - $134K
6.7K $200K
May 09, 2022 Q1 2022
Ironwood Investment Counsel, LLC

SELL
 -
-2.38K
- 15.6%
$121K - $135K
12.9K $384K

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