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 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
610+ 6.35% |
$26.6K - $30.6K
|
10.2K
$302K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
604+ 4.65% |
$26.3K - $30.3K
|
13.6K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
526+ 19.68% |
$22.9K - $26.4K
|
3.2K
$94.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
514+ 32.91% |
$22.4K - $25.8K
|
2.08K
$61.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
501+ 334.0% |
$21.8K - $25.1K
|
651
$19.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
491New |
$21.4K - $24.6K
|
491
$14.5K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
486New |
$21.2K - $24.4K
|
486
$14.4K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
486New |
$21.2K - $24.4K
|
486
$14.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
391New |
$17K - $19.6K
|
391
$11.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
380+ 2.08% |
$16.5K - $19K
|
18.7K
$552K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
353+ 0.54% |
$15.4K - $17.7K
|
65.7K
$1.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
326+ 250.77% |
$14.2K - $16.3K
|
456
$13.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
322New |
$14K - $16.1K
|
322
$9.52K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
313+ 2.68% |
$13.6K - $15.7K
|
12K
$354K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
307+ 319.79% |
$13.4K - $15.4K
|
403
$11.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
294+ 3.13% |
$12.8K - $14.7K
|
9.68K
$286K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
266+ 3.92% |
$11.6K - $13.3K
|
7.05K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
249+ 7.21% |
$10.8K - $12.5K
|
3.7K
$109K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
248+ 21.53% |
$10.8K - $12.4K
|
1.4K
$41.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
239+ 291.46% |
$10.4K - $12K
|
321
$9.49K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
228+ 2.55% |
$9.92K - $11.4K
|
9.18K
$271K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
219+ 243.33% |
$9.53K - $11K
|
309
$9.14K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
216+ 360.0% |
$9.4K - $10.8K
|
276
$8.16K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
186New |
$8.1K - $9.32K
|
186
$5.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
174+ 43.5% |
$7.57K - $8.72K
|
574
$17K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
174New |
$7.57K - $8.72K
|
174
$5.15K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
170New |
$7.4K - $8.52K
|
170
$5.03K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
162+ 337.5% |
$7.05K - $8.12K
|
210
$6.21K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153New |
$6.66K - $7.67K
|
153
$4.52K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
147+ 33.49% |
$6.4K - $7.37K
|
586
$17.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
123New |
$5.35K - $6.16K
|
123
$3.64K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
116New |
$5.05K - $5.81K
|
116
$3.43K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 1.16% |
$5.01K - $5.76K
|
10K
$296K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 1.16% |
$5.01K - $5.76K
|
10K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
111New |
$4.83K - $5.56K
|
111
$3.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
105+ 1.6% |
$4.57K - $5.26K
|
6.68K
$198K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
97+ 136.62% |
$4.22K - $4.86K
|
168
$4.97K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82+ 0.7% |
$3.57K - $4.11K
|
11.8K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
81New |
$3.53K - $4.06K
|
81
$2.4K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
78New |
$3.4K - $3.91K
|
78
$2.31K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
68New |
$2.96K - $3.41K
|
68
$2.01K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
59+ 0.48% |
$2.57K - $2.96K
|
12.3K
$363K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
56New |
$2.44K - $2.81K
|
56
$1.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
55New |
$2.39K - $2.76K
|
55
$1.63K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
45+ 0.85% |
$1.96K - $2.25K
|
5.31K
$157K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
40+ 0.21% |
$1.74K - $2K
|
18.9K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37+ 20.33% |
$1.61K - $1.85K
|
219
$6.48K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
33New |
$1.44K - $1.65K
|
33
$976
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
33+ 0.24% |
$1.44K - $1.65K
|
14.1K
$416K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
30+ 0.34% |
$1.31K - $1.5K
|
8.76K
$259K
|