Purchases and Sales Made in Q4 2023 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 2023. 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 30, 2024 Q4 2023
Alpha Omega Wealth Management LLC

BUY
 -
494
+ 2.14%
$22.2K - $27.7K
23.6K $702K
Jan 18, 2024 Q4 2023
Rhs Financial, LLC

BUY
 -
472
+ 4.91%
$21.2K - $26.5K
10.1K $300K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
433
New
$19.5K - $24.3K
433 $12.9K
Jan 30, 2024 Q4 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
420
New
$18.9K - $23.6K
420 $12.5K
Jan 31, 2024 Q4 2023
Waterfront Wealth Inc.

BUY
 -
410
+ 1.38%
$18.4K - $23K
30.2K $899K
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
346
New
$15.6K - $19.4K
346 $10.3K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
337
+ 10.11%
$15.2K - $18.9K
3.67K $109K
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
333
+ 2.13%
$15K - $18.7K
16K $475K
Feb 02, 2024 Q4 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
320
New
$14.4K - $18K
320 $9.53K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
314
+ 219.58%
$14.1K - $17.6K
457 $13.6K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
273
+ 7.01%
$12.3K - $15.3K
4.17K $124K
Feb 06, 2024 Q4 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
255
New
$11.5K - $14.3K
255 $7.59K
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
254
+ 4.07%
$11.4K - $14.3K
6.49K $193K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
237
New
$10.7K - $13.3K
237 $7.06K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
219
New
$9.85K - $12.3K
219 $6.52K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
216
New
$9.72K - $12.1K
216 $6.43K
Feb 05, 2024 Q4 2023
Auxano Advisors, LLC

BUY
 -
201
+ 3.35%
$9.04K - $11.3K
6.2K $185K
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
194
+ 192.08%
$8.73K - $10.9K
295 $8.79K
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
194
New
$8.73K - $10.9K
194 $5.78K
Jan 16, 2024 Q4 2023
Cambridge Advisors Inc.

BUY
 -
190
+ 0.76%
$8.55K - $10.7K
25K $745K
Feb 01, 2024 Q4 2023
Bfsg, LLC

BUY
 -
183
New
$8.23K - $10.3K
183 $5.45K
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
168
New
$7.56K - $9.43K
168 $5K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
147
+ 151.55%
$6.61K - $8.25K
244 $7.27K
Jan 24, 2024 Q4 2023
Smith, Salley & Associates

BUY
 -
137
+ 3.02%
$6.16K - $7.69K
4.67K $139K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

BUY
 -
121
New
$5.44K - $6.79K
121 $3.6K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
120
New
$5.4K - $6.73K
120 $3.57K
Jan 17, 2024 Q4 2023
Patriot Investment Management Inc.

BUY
 -
116
+ 2.47%
$5.22K - $6.51K
4.81K $143K
Feb 05, 2024 Q4 2023
Brighton Jones LLC

BUY
 -
97
+ 1.63%
$4.36K - $5.44K
6.04K $180K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
92
+ 209.09%
$4.14K - $5.16K
136 $4.05K
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
84
+ 10.99%
$3.78K - $4.71K
848 $25.3K
Jan 16, 2024 Q4 2023
Hb Wealth Management, LLC

BUY
 -
76
+ 1.68%
$3.42K - $4.26K
4.61K $137K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
75
New
$3.37K - $4.21K
75 $2.23K
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
75
+ 1.14%
$3.37K - $4.21K
6.65K $198K
Feb 13, 2024 Q4 2023
Cibc Private Wealth Group, LLC

BUY
 -
74
+ 0.86%
$3.33K - $4.15K
8.64K $257K
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
68
+ 1.23%
$3.06K - $3.82K
5.58K $166K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
67
+ 60.36%
$3.01K - $3.76K
178 $5.3K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
53
New
$2.38K - $2.97K
53 $1.58K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
52
New
$2.34K - $2.92K
52 $1.55K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
44
New
$1.98K - $2.47K
44 $1.31K
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
40
New
$1.8K - $2.24K
40 $1.19K
Jan 16, 2024 Q4 2023
Ulland Investment Advisors, LLC

BUY
 -
39
New
$1.75K - $2.19K
39 $1.16K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
34
New
$1.53K - $1.91K
34 $1.01K
Feb 07, 2024 Q4 2023
Horan Securities, Inc.

BUY
 -
34
+ 0.33%
$1.53K - $1.91K
10.2K $304K
Dec 12, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
34
New
$1.53K - $1.91K
34 $1.01K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
33
+ 1.21%
$1.48K - $1.85K
2.76K $82.1K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
29
+ 3.95%
$1.3K - $1.63K
764 $22.8K
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
24
New
$1.08K - $1.35K
24 $715
Feb 01, 2024 Q4 2023
Bka Wealth Consulting, Inc.

BUY
 -
24
+ 0.47%
$1.08K - $1.35K
5.09K $152K
Feb 13, 2024 Q4 2023
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
22
+ 0.48%
$990 - $1.23K
4.57K $136K

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