Purchases and Sales Made in Q1 2024 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 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 09, 2024 Q1 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
409
+ 8.74%
$21.4K - $23.3K
5.09K $155K
Apr 29, 2024 Q1 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
401
+ 6.06%
$21K - $22.9K
7.02K $214K
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
387
+ 179.17%
$20.3K - $22.1K
603 $18.4K
Apr 30, 2024 Q1 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
385
New
$20.2K - $22K
385 $11.7K
May 03, 2024 Q1 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
363
+ 0.7%
$19K - $20.7K
52.2K $1.59M
Apr 09, 2024 Q1 2024
Collective Family Office LLC

BUY
 -
358
+ 0.24%
$18.7K - $20.4K
148K $4.51M
Apr 23, 2024 Q1 2024
Fifth Third Bancorp

BUY
 -
357
+ 121.02%
$18.7K - $20.4K
652 $19.9K
May 02, 2024 Q1 2024
Smith, Salley & Associates

BUY
 -
341
+ 7.3%
$17.9K - $19.4K
5.01K $153K
May 08, 2024 Q1 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
341
+ 0.09%
$17.9K - $19.4K
371K $11.3M
Apr 19, 2024 Q1 2024
Northland Capital Management LLC

BUY
 -
335
+ 0.73%
$17.5K - $19.1K
46.5K $1.42M
May 08, 2024 Q1 2024
Heritage Wealth Advisors

BUY
 -
297
+ 873.53%
$15.5K - $16.9K
331 $10.1K
Apr 18, 2024 Q1 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
291
New
$15.2K - $16.6K
291 $8.88K
May 10, 2024 Q1 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
285
+ 7.76%
$14.9K - $16.3K
3.96K $121K
May 09, 2024 Q1 2024
Archer Investment Corp

BUY
 -
278
+ 224.19%
$14.6K - $15.9K
402 $12.3K
May 14, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
278
+ 4.1%
$14.6K - $15.9K
7.05K $215K
May 17, 2024 Q1 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
273
+ 6.25%
$14.3K - $15.6K
4.64K $142K
Apr 30, 2024 Q1 2024
Jmg Financial Group, Ltd.

BUY
 -
270
+ 4.44%
$14.1K - $15.4K
6.35K $194K
Apr 19, 2024 Q1 2024
Tempus Wealth Planning, LLC

BUY
 -
249
+ 3.59%
$13K - $14.2K
7.19K $219K
May 02, 2024 Q1 2024
Horan Securities, Inc.

BUY
 -
238
+ 2.33%
$12.5K - $13.6K
10.4K $318K
May 15, 2024 Q1 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
230
+ 0.52%
$12K - $13.1K
44.8K $1.37M
Apr 23, 2024 Q1 2024
Gradient Investments LLC

BUY
 -
217
New
$11.4K - $12.4K
217 $6.62K
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

BUY
 -
216
+ 24.57%
$11.3K - $12.3K
1.1K $33.4K
Apr 25, 2024 Q1 2024
Allworth Financial LP

BUY
 -
204
+ 9.51%
$10.7K - $11.6K
2.35K $71.6K
Apr 18, 2024 Q1 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
195
+ 0.08%
$10.2K - $11.1K
248K $7.58M
May 15, 2024 Q1 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
178
+ 6.11%
$9.32K - $10.2K
3.09K $94.3K
May 14, 2024 Q1 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
163
+ 56.6%
$8.53K - $9.3K
451 $13.8K
Apr 19, 2024 Q1 2024
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
159
+ 0.41%
$8.32K - $9.07K
38.9K $1.19M
Apr 10, 2024 Q1 2024
Wedmont Private Capital

BUY
 -
157
+ 2.67%
$8.22K - $8.95K
6.04K $184K
Apr 30, 2024 Q1 2024
Cutler Investment Counsel LLC

BUY
 -
157
+ 0.55%
$8.22K - $8.95K
28.7K $875K
May 14, 2024 Q1 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
155
+ 1107.14%
$8.11K - $8.84K
169 $5.15K
May 09, 2024 Q1 2024
Jackson Creek Investment Advisors LLC

BUY
 -
154
+ 1.26%
$8.06K - $8.78K
12.4K $377K
May 14, 2024 Q1 2024
Jones Financial Companies Lllp

BUY
 -
149
New
$7.8K - $8.5K
149 $4.54K
Apr 25, 2024 Q1 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
128
+ 2.09%
$6.7K - $7.3K
6.25K $191K
May 15, 2024 Q1 2024
Rice Partnership, LLC

BUY
 -
120
New
$6.28K - $6.84K
120 $3.66K
May 15, 2024 Q1 2024
Al Ti Global, Inc.

New York, NY
BUY
 -
115
+ 1.56%
$6.02K - $6.56K
7.47K $228K
May 03, 2024 Q1 2024
Huntington National Bank

Columbus, OH
BUY
 -
112
New
$5.86K - $6.39K
112 $3.42K
May 09, 2024 Q1 2024
Lafayette Investments, Inc.

BUY
 -
107
+ 2.52%
$5.6K - $6.1K
4.35K $133K
May 09, 2024 Q1 2024
J. L. Bainbridge & Co., Inc.

BUY
 -
101
+ 1.9%
$5.29K - $5.76K
5.41K $165K
Aug 08, 2024 Q1 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
98
New
$5.13K - $5.59K
98 $2.99K
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
83
+ 0.75%
$4.35K - $4.73K
11.1K $340K
May 13, 2024 Q1 2024
Dunhill Financial, LLC

London, X0
BUY
 -
79
New
$4.14K - $4.51K
79 $2.41K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
75
New
$3.93K - $4.28K
75 $2.29K
May 15, 2024 Q1 2024
Western Pacific Wealth Management, LP

BUY
 -
58
New
$3.04K - $3.31K
58 $1.77K
Apr 16, 2024 Q1 2024
Howard Financial Services, Ltd.

BUY
 -
45
+ 0.25%
$2.36K - $2.57K
18.1K $553K
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
43
New
$2.25K - $2.45K
43 $1.31K
Apr 18, 2024 Q1 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
29
+ 0.27%
$1.52K - $1.65K
10.6K $324K
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
27
New
$1.41K - $1.54K
27 $824
Apr 30, 2024 Q1 2024
Hb Wealth Management, LLC

BUY
 -
26
+ 0.56%
$1.36K - $1.48K
4.64K $141K
May 13, 2024 Q1 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
22
New
$1.15K - $1.25K
22 $671

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