Purchases and Sales Made in Q3 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 Q3 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
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
8
+ 0.38%
$382 - $429
2.1K $62.1K
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

BUY
 -
6
+ 0.04%
$287 - $321
15.4K $454K
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
3
+ 0.4%
$143 - $161
749 $22.1K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
3
+ 27.27%
$143 - $161
14 $414
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3
+ 0.06%
$143 - $161
5.17K $153K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
3
+ 0.37%
$143 - $161
812 $24K
Oct 31, 2023 Q3 2023
Opus Capital Group, LLC

BUY
 -
2
+ 0.02%
$95.5 - $107
8.67K $256K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
1
+ 0.01%
$47.8 - $53.6
16.1K $477K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

SELL
 -
-2
- 0.02%
$95.5 - $107
10.1K $297K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

SELL
 -
-6
- 0.1%
$287 - $321
5.94K $176K
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

SELL
 -
-10
- 71.43%
$478 - $536
4 $118
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

SELL
 -
-12
- 0.2%
$573 - $643
5.9K $174K
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
SELL
 -
-18
- 27.69%
$860 - $964
47 $1.39K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

SELL
 -
-28
- 22.95%
$1.34K - $1.5K
94 $2.78K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

SELL
 -
-35
- 2.15%
$1.67K - $1.88K
1.59K $47K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

SELL
 -
-35
- 0.63%
$1.67K - $1.88K
5.56K $164K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-38
- 1.06%
$1.81K - $2.04K
3.54K $105K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-38
- 0.65%
$1.81K - $2.04K
5.79K $171K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-38
- 1.06%
$1.81K - $2.04K
3.54K $105K
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-61
- 0.99%
$2.91K - $3.27K
6.12K $181K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

SELL
 -
-64
- 8.01%
$3.06K - $3.43K
735 $21.7K
Oct 10, 2023 Q3 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
SELL
 -
-66
- 1.45%
$3.15K - $3.54K
4.5K $133K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

SELL
 -
-73
- 1.61%
$3.49K - $3.91K
4.46K $132K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

SELL
 -
-94
- 0.19%
$4.49K - $5.04K
48.3K $1.43M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-101
- 69.66%
$4.82K - $5.41K
44 $1.3K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
SELL
 -
-108
- 1.54%
$5.16K - $5.79K
6.92K $205K
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

SELL
 -
-108
- 12.39%
$5.16K - $5.79K
764 $22.6K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

SELL
 -
-108
- 41.06%
$5.16K - $5.79K
155 $4.58K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-118
- 45.21%
$5.64K - $6.32K
143 $4.23K
Oct 10, 2023 Q3 2023
Wade Financial Advisory, Inc

SELL
 -
-130
- 1.42%
$6.21K - $6.97K
9.05K $268K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-138
- 1.42%
$6.59K - $7.39K
9.58K $283K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
SELL
 -
-139
- 9.82%
$6.64K - $7.45K
1.28K $37.7K
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

SELL
 -
-139
- 0.63%
$6.64K - $7.45K
21.9K $648K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-152
- 0.24%
$7.26K - $8.14K
62.5K $1.85M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-154
- 4.42%
$7.36K - $8.25K
3.33K $98.6K
Oct 03, 2023 Q3 2023
Appleton Partners Inc

SELL
 -
-175
- 2.67%
$8.36K - $9.38K
6.38K $189K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

SELL
 -
-189
- 4.0%
$9.03K - $10.1K
4.54K $134K
Oct 26, 2023 Q3 2023
Sound Stewardship, LLC

Overland Park, KS
SELL
 -
-198
- 0.16%
$9.46K - $10.6K
121K $3.57M
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-219
- 1.67%
$10.5K - $11.7K
12.9K $381K
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-226
- 67.06%
$10.8K - $12.1K
111 $3.28K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-232
- 1.03%
$11.1K - $12.4K
22.3K $661K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-253
- 13.61%
$12.1K - $13.6K
1.61K $47.5K
Oct 05, 2023 Q3 2023
Lbmc Investment Advisors, LLC

SELL
 -
-261
- 1.92%
$12.5K - $14K
13.3K $394K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

SELL
 -
-269
- 9.49%
$12.8K - $14.4K
2.57K $75.9K
Oct 25, 2023 Q3 2023
Signature Estate & Investment Advisors LLC

SELL
 -
-342
- 1.47%
$16.3K - $18.3K
23K $679K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

SELL
 -
-385
- 1.32%
$18.4K - $20.6K
28.7K $850K
Nov 15, 2023 Q3 2023
Studio Investment Management LLC

Chicago, IL
SELL
 -
-488
- 75.89%
$23.3K - $26.1K
155 $4.58K

Track Institutional and Insider Activities on FNDA

Follow SCHWAB FUNDAMENTAL U S SMALL C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FNDA shares.

Notify only if

Insider Trading

Get notified when an Schwab Fundamental U S Small C insider buys or sells FNDA shares.

Notify only if

News

Receive news related to SCHWAB FUNDAMENTAL U S SMALL C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FNDA