Purchases and Sales Made in Q4 2022 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.27KNew |
$273K - $314K
|
6.27K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.2KNew |
$270K - $311K
|
6.2K
$189K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
6.09KNew |
$265K - $305K
|
6.09K
$186K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.02K+ 16.43% |
$262K - $302K
|
42.6K
$1.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
5.66KNew |
$246K - $284K
|
5.66K
$173K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
5.64K+ 5.0% |
$245K - $282K
|
118K
$3.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.57KNew |
$242K - $279K
|
5.57K
$170K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.39KNew |
$234K - $270K
|
5.39K
$164K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.37KNew |
$234K - $269K
|
5.37K
$164K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.25KNew |
$228K - $263K
|
5.25K
$160K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.03KNew |
$219K - $252K
|
5.03K
$153K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
5KNew |
$218K - $251K
|
5K
$153K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$213K - $246K
|
4.9K
$150K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.87KNew |
$212K - $244K
|
4.87K
$149K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.78KNew |
$208K - $239K
|
4.78K
$146K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.7KNew |
$205K - $236K
|
4.7K
$143K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.59KNew |
$200K - $230K
|
4.59K
$140K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.57KNew |
$199K - $229K
|
4.57K
$139K
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.55KNew |
$198K - $228K
|
4.55K
$139K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.5KNew |
$196K - $225K
|
4.5K
$137K
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4.5KNew |
$196K - $225K
|
4.5K
$137K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.48K+ 5.82% |
$195K - $225K
|
81.5K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.43KNew |
$193K - $222K
|
4.43K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.36KNew |
$190K - $219K
|
4.36K
$133K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.69K+ 8.36% |
$161K - $185K
|
47.8K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.54K+ 1831.61% |
$154K - $177K
|
3.73K
$114K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.52KNew |
$153K - $177K
|
3.52K
$107K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.99K+ 0.28% |
$130K - $150K
|
1.07M
$32.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.91KNew |
$127K - $146K
|
2.91K
$88.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.87K+ 14.52% |
$125K - $144K
|
22.6K
$690K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.62K+ 13.45% |
$114K - $131K
|
22.1K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.58K+ 38.5% |
$112K - $129K
|
9.27K
$283K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.19K+ 0.46% |
$95.4K - $110K
|
476K
$14.5M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.07K+ 592.0% |
$90.2K - $104K
|
2.42K
$73.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.81K+ 12.83% |
$78.8K - $90.7K
|
15.9K
$486K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.72K+ 39.16% |
$75K - $86.4K
|
6.13K
$187K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.54KNew |
$67K - $77.1K
|
1.54K
$46.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.53KNew |
$66.7K - $76.8K
|
1.53K
$46.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.52K+ 7.68% |
$66.1K - $76.1K
|
21.3K
$650K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 74.49% |
$63.3K - $72.9K
|
3.41K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.35K+ 10.59% |
$58.9K - $67.8K
|
14.1K
$431K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.25KNew |
$54.4K - $62.6K
|
1.25K
$38.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.2KNew |
$52.3K - $60.2K
|
1.2K
$36.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.1K+ 1.67% |
$47.9K - $55.1K
|
66.8K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
1.04K+ 2.37% |
$45.2K - $52K
|
44.8K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
955+ 432.13% |
$41.6K - $47.9K
|
1.18K
$35.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
872+ 11.41% |
$38K - $43.7K
|
8.52K
$260K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
863+ 567.76% |
$37.6K - $43.2K
|
1.02K
$31K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
684New |
$29.8K - $34.3K
|
684
$20.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
668New |
$29.1K - $33.5K
|
668
$20.4K
|