Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5.67K+ 1.09% |
$307K - $340K
|
525K
$15.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.54K+ 57.66% |
$301K - $333K
|
15.2K
$451K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.05K+ 21.93% |
$274K - $303K
|
28.1K
$836K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.72K+ 875.88% |
$256K - $283K
|
5.26K
$157K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.71KNew |
$255K - $282K
|
4.71K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.69K+ 2.6% |
$255K - $282K
|
186K
$5.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.49KNew |
$244K - $270K
|
4.49K
$134K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
4.34K+ 0.81% |
$236K - $261K
|
542K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.34K+ 15.45% |
$235K - $260K
|
32.4K
$966K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.24K+ 160.66% |
$230K - $255K
|
6.88K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.24K+ 3.14% |
$230K - $254K
|
139K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.14K+ 9.91% |
$225K - $249K
|
46K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.11K+ 75.89% |
$223K - $246K
|
9.52K
$283K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.03KNew |
$219K - $242K
|
4.03K
$120K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.79KNew |
$205K - $227K
|
3.79K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.66KNew |
$199K - $220K
|
3.66K
$109K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.58KNew |
$194K - $215K
|
3.58K
$107K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.52KNew |
$191K - $211K
|
3.52K
$105K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.5KNew |
$190K - $210K
|
3.5K
$104K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.42KNew |
$185K - $205K
|
3.42K
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.38KNew |
$183K - $203K
|
3.38K
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.24K+ 70.96% |
$176K - $194K
|
7.81K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.23K+ 1.85% |
$175K - $194K
|
178K
$5.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.12K+ 26.65% |
$170K - $187K
|
14.8K
$442K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.1K+ 51.38% |
$168K - $186K
|
9.13K
$272K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3.05K+ 5.4% |
$166K - $183K
|
59.6K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
2.87K+ 2.43% |
$156K - $172K
|
121K
$3.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.82KNew |
$153K - $169K
|
2.82K
$83.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.75K+ 93.31% |
$149K - $165K
|
5.69K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.41K+ 68.19% |
$131K - $145K
|
5.95K
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.35K+ 2.19% |
$128K - $141K
|
110K
$3.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.29K+ 39.8% |
$124K - $138K
|
8.06K
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.17K+ 6.34% |
$117K - $130K
|
36.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.14K+ 19.42% |
$116K - $128K
|
13.1K
$391K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
2.11K+ 4.36% |
$114K - $127K
|
50.5K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.01K+ 1.77% |
$109K - $121K
|
115K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 41.03% |
$109K - $120K
|
6.89K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.99KNew |
$108K - $119K
|
1.99K
$59.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 39.49% |
$98.1K - $108K
|
6.39K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.81K+ 23.66% |
$97.9K - $108K
|
9.44K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.8K+ 6.98% |
$97.7K - $108K
|
27.6K
$821K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.76K+ 254.48% |
$95.6K - $106K
|
2.45K
$73.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.7K+ 40.74% |
$92.1K - $102K
|
5.87K
$175K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.51K+ 57.72% |
$81.8K - $90.4K
|
4.12K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.46K+ 0.83% |
$79.2K - $87.6K
|
177K
$5.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.39KNew |
$75.4K - $83.4K
|
1.39K
$41.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.34K+ 7.67% |
$72.9K - $80.6K
|
18.9K
$562K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.31K+ 27.63% |
$71.2K - $78.8K
|
6.07K
$181K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.29K+ 5.15% |
$70.2K - $77.6K
|
26.4K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.26K+ 6.73% |
$68.6K - $75.9K
|
20K
$597K
|