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 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-650- 37.36% |
$28.3K - $32.6K
|
1.09K
$32.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-694- 74.3% |
$30.2K - $34.8K
|
240
$7.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-708- 7.54% |
$30.8K - $35.5K
|
8.68K
$257K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-784- 8.23% |
$34.1K - $39.3K
|
8.74K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-870- 3.83% |
$37.9K - $43.6K
|
21.8K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-891- 3.69% |
$38.8K - $44.6K
|
23.3K
$688K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-905- 19.82% |
$39.4K - $45.3K
|
3.66K
$108K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-946- 6.31% |
$41.2K - $47.4K
|
14.1K
$416K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-972- 0.35% |
$42.3K - $48.7K
|
277K
$8.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.1K- 0.97% |
$47.8K - $55.1K
|
112K
$3.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.13K- 2.14% |
$49.4K - $56.8K
|
51.8K
$1.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.15K- 34.32% |
$50.1K - $57.6K
|
2.2K
$65.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.17K- 3.27% |
$51.1K - $58.8K
|
34.8K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.22K- 18.51% |
$53.2K - $61.3K
|
5.38K
$159K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 10.54% |
$56.2K - $64.6K
|
11K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 14.83% |
$61.2K - $70.5K
|
8.08K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.48K- 2.08% |
$64.3K - $74.1K
|
69.6K
$2.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5K- 13.46% |
$65.3K - $75.2K
|
9.64K
$285K
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.5K- 4.74% |
$65.3K - $75.2K
|
30.2K
$892K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.6K- 17.38% |
$69.6K - $80.1K
|
7.6K
$225K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-2.06K- 5.48% |
$89.5K - $103K
|
35.5K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.2K- 1.95% |
$95.9K - $110K
|
111K
$3.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.37K- 8.51% |
$103K - $119K
|
25.5K
$755K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.44K- 0.92% |
$106K - $122K
|
263K
$7.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.77K- 15.19% |
$120K - $139K
|
15.4K
$457K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-3.25K- 8.1% |
$142K - $163K
|
36.9K
$1.09M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-3.87K- 16.3% |
$169K - $194K
|
19.9K
$588K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.92K- 13.61% |
$170K - $196K
|
24.9K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.09K- 7.04% |
$178K - $205K
|
54K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.19K- 21.09% |
$182K - $210K
|
15.7K
$464K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-6.59K- 78.86% |
$287K - $330K
|
1.77K
$52.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.8K- 20.6% |
$296K - $340K
|
26.2K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.8K- 4.72% |
$296K - $341K
|
137K
$4.06M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.32K- 2.52% |
$362K - $417K
|
322K
$9.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10.2K- 3.97% |
$445K - $512K
|
247K
$7.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-11.5K- 7.12% |
$501K - $577K
|
150K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.9K- 19.37% |
$648K - $746K
|
62K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-15.3K- 94.01% |
$666K - $766K
|
975
$28.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.2K- 67.78% |
$705K - $812K
|
7.7K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.2K- 11.74% |
$706K - $813K
|
122K
$3.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-18.7K- 6.01% |
$813K - $936K
|
292K
$8.64M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.1K- 65.33% |
$1.4M - $1.61M
|
17K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.1K- 65.33% |
$1.4M - $1.61M
|
17K
$504K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.2K- 78.63% |
$1.45M - $1.66M
|
9.03K
$267K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-35.8K- 9.57% |
$1.56M - $1.8M
|
339K
$10M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-39.1K- 35.56% |
$1.7M - $1.96M
|
70.9K
$2.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-45.1K- 11.71% |
$1.96M - $2.26M
|
340K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47.6K- 87.67% |
$2.07M - $2.38M
|
6.69K
$198K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-81.1K- 77.66% |
$3.53M - $4.06M
|
23.3K
$690K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-82.6KClosed |
$3.6M - $4.14M
|
0
$0
|