Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
261
New
$12K - $13.2K
261 $7.72K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
255
New
$11.7K - $12.9K
255 $7.54K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
243
+ 3.58%
$11.2K - $12.3K
7.03K $208K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
213
+ 4.42%
$9.81K - $10.7K
5.04K $149K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
205
+ 2.15%
$9.44K - $10.3K
9.72K $287K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
205
+ 2.15%
$9.44K - $10.3K
9.72K $287K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
189
New
$8.71K - $9.54K
189 $5.59K
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
171
+ 1.44%
$7.88K - $8.63K
12K $355K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
170
New
$7.83K - $8.58K
170 $5.03K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
165
+ 0.37%
$7.6K - $8.32K
44.6K $1.32M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
154
+ 7.38%
$7.09K - $7.77K
2.24K $66.3K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
145
+ 1.55%
$6.68K - $7.32K
9.52K $281K
Aug 02, 2023 Q2 2023
Ddd Partners, LLC

BUY
 -
138
+ 0.94%
$6.36K - $6.96K
14.9K $440K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
136
+ 14.59%
$6.26K - $6.86K
1.07K $31.6K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
124
New
$5.71K - $6.26K
124 $3.67K
Oct 17, 2023 Q2 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
124
+ 0.96%
$5.71K - $6.26K
13.1K $387K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
119
+ 0.09%
$5.48K - $6K
137K $4.04M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
118
New
$5.44K - $5.95K
118 $3.49K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
114
+ 0.65%
$5.25K - $5.75K
17.8K $526K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
111
+ 3.29%
$5.11K - $5.6K
3.49K $103K
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
108
+ 1.56%
$4.97K - $5.45K
7.02K $208K
Oct 26, 2023 Q2 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
89
+ 0.07%
$4.1K - $4.49K
121K $3.58M
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
82
New
$3.78K - $4.14K
82 $2.42K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
75
+ 10.36%
$3.45K - $3.78K
799 $23.6K
Jul 25, 2023 Q2 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
70
+ 1.28%
$3.22K - $3.53K
5.53K $164K
Jul 05, 2023 Q2 2023
M&R Capital Management Inc

BUY
 -
67
New
$3.09K - $3.38K
67 $1.98K
Aug 23, 2023 Q2 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
66
+ 1.47%
$3.04K - $3.33K
4.57K $135K
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
65
New
$2.99K - $3.28K
65 $1.92K
Jul 24, 2023 Q2 2023
Sage Mountain Advisors LLC

BUY
 -
60
New
$2.76K - $3.03K
60 $1.77K
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
55
+ 0.34%
$2.53K - $2.77K
16.4K $485K
Jul 25, 2023 Q2 2023
Cutler Investment Counsel LLC

BUY
 -
44
+ 0.16%
$2.03K - $2.22K
27.1K $800K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
43
+ 0.38%
$1.98K - $2.17K
11.4K $336K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
42
+ 0.34%
$1.93K - $2.12K
12.4K $365K
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
41
+ 0.9%
$1.89K - $2.07K
4.59K $136K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
40
+ 0.25%
$1.84K - $2.02K
16.1K $477K
Aug 02, 2023 Q2 2023
Sym Financial Corp

BUY
 -
34
New
$1.57K - $1.72K
34 $1.01K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
29
+ 8.5%
$1.34K - $1.46K
370 $10.9K
Jul 27, 2023 Q2 2023
Washington Trust Advisors, Inc.

BUY
 -
26
+ 0.11%
$1.2K - $1.31K
22.9K $677K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
24
New
$1.11K - $1.21K
24 $710
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
23
+ 0.5%
$1.06K - $1.16K
4.6K $136K
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
20
New
$921 - $1.01K
20 $591
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
19
+ 8.56%
$875 - $959
241 $7.13K
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
17
+ 0.19%
$783 - $858
9.08K $269K
Aug 08, 2023 Q2 2023
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
17
+ 0.38%
$783 - $858
4.53K $134K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
14
+ 0.26%
$645 - $706
5.49K $162K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
14
New
$645 - $706
14 $414
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
13
+ 0.37%
$599 - $656
3.55K $105K
Jul 14, 2023 Q2 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
6
+ 0.1%
$276 - $303
5.91K $175K
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
5
+ 0.35%
$230 - $252
1.42K $41.8K

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