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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.94K+ 10.85% |
$101K - $110K
|
19.8K
$604K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.9K+ 30.41% |
$99.7K - $109K
|
8.17K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.87K+ 16.79% |
$97.7K - $106K
|
13K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.83K+ 24.85% |
$96K - $105K
|
9.21K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.81K+ 20.92% |
$94.6K - $103K
|
10.4K
$319K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.81K+ 15.6% |
$94.6K - $103K
|
13.4K
$408K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.8K+ 9.35% |
$94.1K - $103K
|
21K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.63K+ 41.14% |
$85.3K - $93K
|
5.59K
$171K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.58K+ 10.81% |
$82.7K - $90.1K
|
16.2K
$494K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$82.5K - $89.8K
|
1.58K
$48K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.58K+ 0.31% |
$82.5K - $89.8K
|
518K
$15.8M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.41K+ 7.11% |
$73.9K - $80.5K
|
21.2K
$648K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 16.94% |
$71.1K - $77.5K
|
9.38K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.36K+ 8.29% |
$70.9K - $77.3K
|
17.7K
$540K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.19KNew |
$62.4K - $68K
|
1.19K
$36.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.17K+ 17.56% |
$61.1K - $66.6K
|
7.81K
$238K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.15K+ 4.44% |
$60.2K - $65.6K
|
27.1K
$826K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.15K+ 4.86% |
$60K - $65.4K
|
24.7K
$754K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.13K+ 443.53% |
$59.2K - $64.5K
|
1.39K
$42.3K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 9.93% |
$57.6K - $62.7K
|
12.2K
$372K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.08K+ 113.68% |
$56.5K - $61.6K
|
2.03K
$61.9K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.08KNew |
$56.5K - $61.6K
|
1.08K
$32.9K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
945+ 2.86% |
$49.5K - $53.9K
|
34K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
923+ 3.17% |
$48.3K - $52.6K
|
30K
$915K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
908+ 22.05% |
$47.5K - $51.8K
|
5.03K
$153K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
904+ 6.33% |
$47.3K - $51.6K
|
15.2K
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
868+ 10.23% |
$45.4K - $49.5K
|
9.36K
$285K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
776+ 14.92% |
$40.6K - $44.3K
|
5.98K
$182K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
756New |
$39.6K - $43.1K
|
756
$23.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
752+ 13.44% |
$39.4K - $42.9K
|
6.35K
$194K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
735+ 4.19% |
$38.5K - $41.9K
|
18.3K
$558K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
727+ 11.2% |
$38.1K - $41.5K
|
7.22K
$220K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
724+ 6.5% |
$37.9K - $41.3K
|
11.9K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
715+ 9.87% |
$37.4K - $40.8K
|
7.96K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
668+ 375.28% |
$35K - $38.1K
|
846
$25.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
665+ 12.45% |
$34.8K - $37.9K
|
6.01K
$183K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
656+ 2.98% |
$34.3K - $37.4K
|
22.6K
$691K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
650+ 2.81% |
$34K - $37.1K
|
23.8K
$725K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
649+ 1754.05% |
$34K - $37K
|
686
$20.9K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
649+ 2.63% |
$34K - $37K
|
25.3K
$772K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
604+ 0.66% |
$31.6K - $34.4K
|
92.3K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
571New |
$29.9K - $32.6K
|
571
$17.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
558New |
$29.2K - $31.8K
|
558
$17K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
553New |
$28.9K - $31.5K
|
553
$16.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
549+ 8.24% |
$28.7K - $31.3K
|
7.22K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
494+ 86.06% |
$25.9K - $28.2K
|
1.07K
$32.6K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
479+ 83.74% |
$25.1K - $27.3K
|
1.05K
$32.1K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
443+ 2.56% |
$23.2K - $25.3K
|
17.7K
$541K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
442+ 1.61% |
$23.1K - $25.2K
|
27.9K
$851K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
436+ 81.34% |
$22.8K - $24.9K
|
972
$29.6K
|