Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
8.67K+ 6.25% |
$454K - $494K
|
147K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.48KNew |
$444K - $484K
|
8.48K
$259K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.48K+ 122.85% |
$444K - $484K
|
15.4K
$469K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.45KNew |
$390K - $425K
|
7.45K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.92KNew |
$362K - $394K
|
6.92K
$211K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
6.63KNew |
$347K - $378K
|
6.63K
$202K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
6.21K+ 5.39% |
$325K - $354K
|
121K
$3.7M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.09K+ 1.98% |
$319K - $347K
|
314K
$9.58M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.05KNew |
$317K - $345K
|
6.05K
$184K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.7K+ 13.75% |
$298K - $325K
|
47.1K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.56K+ 8.44% |
$291K - $317K
|
71.4K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.53KNew |
$289K - $315K
|
5.53K
$169K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.27K+ 15.04% |
$276K - $301K
|
40.3K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.26K+ 7.32% |
$275K - $300K
|
77.1K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14KNew |
$269K - $293K
|
5.14K
$157K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
5.13K+ 3.05% |
$268K - $292K
|
173K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.1K+ 73.74% |
$267K - $291K
|
12K
$366K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.91K+ 334.13% |
$257K - $280K
|
6.37K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.85KNew |
$254K - $277K
|
4.85K
$148K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.84KNew |
$253K - $276K
|
4.84K
$148K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.76K+ 16.6% |
$249K - $271K
|
33.4K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.72KNew |
$247K - $269K
|
4.72K
$144K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.43K+ 82.72% |
$232K - $252K
|
9.78K
$298K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$225K - $246K
|
4.31K
$131K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.26K+ 4.06% |
$223K - $243K
|
109K
$3.33M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.24K+ 66.48% |
$222K - $242K
|
10.6K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.23K+ 5.42% |
$222K - $241K
|
82.3K
$2.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.21K+ 1.63% |
$221K - $240K
|
262K
$8M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.15KNew |
$217K - $237K
|
4.15K
$127K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.58KNew |
$187K - $204K
|
3.58K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.58KNew |
$187K - $204K
|
3.58K
$109K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.54KNew |
$185K - $202K
|
3.54K
$108K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.52KNew |
$184K - $201K
|
3.52K
$107K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.52KNew |
$184K - $201K
|
3.52K
$107K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.37K+ 9.33% |
$176K - $192K
|
39.5K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.37K+ 84.96% |
$176K - $192K
|
7.33K
$224K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3.2K+ 0.8% |
$168K - $183K
|
405K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.81K+ 9.08% |
$147K - $160K
|
33.8K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.51K+ 1.97% |
$131K - $143K
|
130K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5K+ 31.25% |
$131K - $143K
|
10.5K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.47K+ 4.08% |
$129K - $141K
|
62.9K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.45K+ 15.01% |
$128K - $140K
|
18.8K
$573K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.41K+ 2.87% |
$126K - $137K
|
86.3K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.34K+ 9.73% |
$123K - $134K
|
26.4K
$806K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.29K+ 9.74% |
$120K - $131K
|
25.8K
$787K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.16K+ 42.49% |
$113K - $123K
|
7.25K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.1K+ 33.79% |
$110K - $120K
|
8.33K
$254K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.1K+ 24.93% |
$110K - $120K
|
10.5K
$321K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.98K+ 8.21% |
$104K - $113K
|
26.1K
$796K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.95K+ 25.8% |
$102K - $111K
|
9.49K
$290K
|