Purchases and Sales Made in Q2 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 Q2 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
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-98
- 10.2%
$4.34K - $5.27K
863 $26.3K
Jul 15, 2022 Q2 2022
Valley National Advisers Inc

SELL
 -
-100
- 2.07%
$4.43K - $5.38K
4.74K $144K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-106
Closed
$4.69K - $5.7K
0 $0
Jul 11, 2022 Q2 2022
Bka Wealth Consulting, Inc.

SELL
 -
-107
- 2.16%
$4.74K - $5.76K
4.84K $147K
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-113
Closed
$5K - $6.08K
0 $0
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-123
- 0.44%
$5.45K - $6.62K
27.7K $846K
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-134
- 1.23%
$5.93K - $7.21K
10.8K $329K
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-134
- 1.23%
$5.93K - $7.21K
10.8K $329K
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-155
- 2.86%
$6.86K - $8.34K
5.26K $160K
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-171
- 1.39%
$7.57K - $9.2K
12.2K $371K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-179
Closed
$7.93K - $9.63K
0 $0
Aug 15, 2022 Q2 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
SELL
 -
-181
- 3.14%
$8.01K - $9.74K
5.58K $170K
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

SELL
 -
-197
- 2.75%
$8.72K - $10.6K
6.96K $212K
Jul 21, 2022 Q2 2022
Sandy Spring Bank

SELL
 -
-219
Closed
$9.7K - $11.8K
0 $0
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-255
Closed
$11.3K - $13.7K
0 $0
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-257
- 5.34%
$11.4K - $13.8K
4.55K $139K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-275
Closed
$12.2K - $14.8K
0 $0
Jul 25, 2022 Q2 2022
Waterfront Wealth Inc.

SELL
 -
-290
- 1.15%
$12.8K - $15.6K
25K $762K
Jul 22, 2022 Q2 2022
Rice Partnership, LLC

SELL
 -
-296
Closed
$13.1K - $15.9K
0 $0
Jul 22, 2022 Q2 2022
Savant Capital, LLC

SELL
 -
-297
- 0.19%
$13.2K - $16K
160K $4.88M
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-310
Closed
$13.7K - $16.7K
0 $0
Aug 11, 2022 Q2 2022
Mcf Advisors LLC

Covington, KY
SELL
 -
-326
- 13.23%
$14.4K - $17.5K
2.14K $65.2K
Aug 10, 2022 Q2 2022
Cidel Asset Management Inc

Toronto, Ontario, A6
SELL
 -
-328
- 3.61%
$14.5K - $17.6K
8.75K $267K
Aug 05, 2022 Q2 2022
Zions Bancorporation, N.A.

SELL
 -
-336
Closed
$14.9K - $18.1K
0 $0
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-440
- 76.26%
$19.5K - $23.7K
137 $4.18K
Aug 06, 2024 Q2 2022
Hantz Financial Services, Inc.

SELL
 -
-453
- 73.78%
$20.1K - $24.4K
161 $4.91K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

SELL
 -
-492
- 10.03%
$21.8K - $26.5K
4.41K $135K
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-539
Closed
$23.9K - $29K
0 $0
Jul 18, 2022 Q2 2022
Camelot Portfolios, LLC

SELL
 -
-558
- 9.38%
$24.7K - $30K
5.39K $164K
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-570
- 10.58%
$25.2K - $30.7K
4.82K $147K
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-576
Closed
$25.5K - $31K
0 $0
Jul 19, 2022 Q2 2022
Mai Capital Management

SELL
 -
-610
- 6.51%
$27K - $32.8K
8.76K $267K
Jul 08, 2022 Q2 2022
Appleton Partners Inc

SELL
 -
-664
- 9.5%
$29.4K - $35.7K
6.32K $193K
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-666
- 11.86%
$29.5K - $35.8K
4.95K $151K
Aug 11, 2022 Q2 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-732
Closed
$32.4K - $39.4K
0 $0
Jul 28, 2022 Q2 2022
Reston Wealth Management LLC

SELL
 -
-749
- 1.73%
$33.2K - $40.3K
42.5K $1.29M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-761
- 8.15%
$33.7K - $40.9K
8.58K $262K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-804
- 22.61%
$35.6K - $43.3K
2.75K $83.9K
Aug 08, 2022 Q2 2022
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-1K
- 3.07%
$44.4K - $53.9K
31.7K $966K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1K
- 16.87%
$44.4K - $54K
4.94K $151K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-1.01K
- 8.25%
$44.6K - $54.2K
11.2K $341K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

SELL
 -
-1.01K
- 10.58%
$44.7K - $54.3K
8.53K $260K
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-1.06K
- 50.31%
$47.1K - $57.3K
1.05K $32.1K
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.21K
- 6.3%
$53.4K - $64.9K
17.9K $547K
Aug 08, 2022 Q2 2022
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-1.23K
- 7.73%
$54.6K - $66.4K
14.7K $449K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-1.53K
Closed
$67.7K - $82.2K
0 $0
Jul 21, 2022 Q2 2022
Shore Point Advisors, LLC

SELL
 -
-1.56K
- 1.18%
$69.2K - $84.1K
131K $3.99M
Aug 03, 2022 Q2 2022
Tiedemann Advisors, LLC

SELL
 -
-1.58K
- 15.33%
$69.8K - $84.8K
8.7K $265K
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-1.9K
- 3.57%
$84K - $102K
51.2K $1.56M

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