Purchases and Sales Made in Q4 2022 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 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
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
29
New
$1.26K - $1.45K
29 $858
Feb 13, 2023 Q4 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
26
+ 0.47%
$1.13K - $1.3K
5.58K $165K
Feb 03, 2023 Q4 2022
Albion Financial Group

BUY
 -
25
New
$1.09K - $1.25K
25 $739
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
23
New
$1K - $1.15K
23 $680
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
21
+ 0.37%
$914 - $1.05K
5.69K $168K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
14
New
$609 - $702
14 $414
Jan 30, 2023 Q4 2022
Relaxing Retirement Coach

BUY
 -
8
+ 0.16%
$348 - $401
4.92K $145K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
8
+ 0.11%
$348 - $401
7.04K $208K
Feb 15, 2023 Q4 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
7
+ 0.5%
$305 - $351
1.41K $41.5K
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
6
New
$261 - $301
6 $177
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
4
+ 0.5%
$174 - $200
803 $23.7K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
2
+ 0.18%
$87.1 - $100
1.1K $32.4K
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1
+ 5.56%
$43.5 - $50.1
19 $562
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
1
+ 0.35%
$43.5 - $50.1
290 $8.58K
Feb 13, 2023 Q4 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1
New
$43.5 - $50.1
1 $29.6
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
SELL
 -
-5
- 1.02%
$218 - $251
483 $14.3K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-7
- 2.65%
$305 - $351
257 $7.6K
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

SELL
 -
-11
- 0.13%
$479 - $551
8.56K $253K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

SELL
 -
-12
- 0.43%
$522 - $601
2.76K $81.6K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

SELL
 -
-14
- 7.25%
$609 - $702
179 $5.29K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

SELL
 -
-19
- 23.75%
$827 - $952
61 $1.8K
Feb 13, 2023 Q4 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-21
- 0.4%
$914 - $1.05K
5.26K $155K
Feb 10, 2023 Q4 2022
Sequoia Financial Advisors, LLC

SELL
 -
-31
- 0.68%
$1.35K - $1.55K
4.53K $134K
Jan 27, 2023 Q4 2022
Foster Victor Wealth Advisors, LLC

SELL
 -
-73
- 1.18%
$3.18K - $3.66K
6.12K $181K
Feb 02, 2023 Q4 2022
Mgo Private Wealth, LLC

Irvine, CA
SELL
 -
-78
- 1.52%
$3.4K - $3.91K
5.05K $149K
Jan 13, 2023 Q4 2022
Howard Financial Services, Ltd.

SELL
 -
-123
- 0.75%
$5.35K - $6.16K
16.3K $482K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-125
- 1.09%
$5.44K - $6.26K
11.3K $334K
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-145
- 2.54%
$6.31K - $7.27K
5.57K $165K
Jan 30, 2023 Q4 2022
Waterfront Wealth Inc.

SELL
 -
-153
- 0.63%
$6.66K - $7.67K
24.3K $718K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

SELL
 -
-162
- 2.41%
$7.05K - $8.12K
6.57K $194K
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

SELL
 -
-172
- 3.81%
$7.49K - $8.62K
4.34K $128K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-179
- 3.69%
$7.79K - $8.97K
4.67K $138K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-192
Closed
$8.36K - $9.62K
0 $0
Feb 02, 2023 Q4 2022
Bka Wealth Consulting, Inc.

SELL
 -
-209
- 4.3%
$9.1K - $10.5K
4.65K $138K
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-258
- 2.06%
$11.2K - $12.9K
12.3K $363K
Feb 14, 2023 Q4 2022
Beck Capital Management, LLC

Austin, TX
SELL
 -
-286
- 4.7%
$12.4K - $14.3K
5.8K $172K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-299
- 2.04%
$13K - $15K
14.4K $425K
Feb 14, 2023 Q4 2022
Clay Northam Wealth Management, LLC

SELL
 -
-300
- 2.85%
$13.1K - $15K
10.2K $303K
Feb 07, 2023 Q4 2022
Addison Advisors LLC

SELL
 -
-308
- 0.63%
$13.4K - $15.4K
48.6K $1.44M
Feb 14, 2023 Q4 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-349
- 2.77%
$15.2K - $17.5K
12.3K $362K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-376
- 4.85%
$16.4K - $18.8K
7.37K $218K
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-399
- 1.25%
$17.4K - $20K
31.4K $929K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-474
- 0.9%
$20.6K - $23.8K
52.1K $1.54M
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-474
- 8.04%
$20.6K - $23.8K
5.42K $160K
Feb 13, 2023 Q4 2022
Brown Advisory Inc

SELL
 -
-500
- 8.56%
$21.8K - $25.1K
5.34K $158K
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-533
- 2.38%
$23.2K - $26.7K
21.9K $647K
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-556
- 1.3%
$24.2K - $27.9K
42.3K $1.25M
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

SELL
 -
-622
- 14.42%
$27.1K - $31.2K
3.69K $109K
Jan 19, 2023 Q4 2022
Morris Financial Concepts, Inc.

SELL
 -
-630
- 10.1%
$27.4K - $31.6K
5.61K $166K

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