Purchases and Sales Made in Q1 2022 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL INTL SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
633K+ 957.99% |
$21M - $24M
|
699K
$25M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
287K+ 0.57% |
$9.55M - $10.9M
|
50.3M
$1.8B
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
133K+ 60.54% |
$4.43M - $5.06M
|
353K
$12.7M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
117KNew |
$3.9M - $4.45M
|
117K
$4.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
84.3K+ 430.36% |
$2.8M - $3.2M
|
104K
$3.72M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
80.3KNew |
$2.67M - $3.05M
|
80.3K
$2.88M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
55K+ 8.44% |
$1.83M - $2.09M
|
706K
$25.3M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.3K+ 13.27% |
$1.7M - $1.95M
|
437K
$15.7M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
42.7KNew |
$1.42M - $1.62M
|
42.7K
$1.53M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
39.5K+ 318.28% |
$1.31M - $1.5M
|
52K
$1.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
37.6K+ 26.54% |
$1.25M - $1.43M
|
179K
$6.42M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.5K+ 35.33% |
$882K - $1.01M
|
102K
$3.64M
|
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
23.3K+ 17.66% |
$774K - $885K
|
155K
$5.56M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
15.7K+ 26.19% |
$520K - $595K
|
75.4K
$2.7M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.3KNew |
$507K - $580K
|
15.3K
$547K
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
14.8K+ 17.65% |
$490K - $561K
|
98.3K
$3.52M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.4K+ 5.12% |
$477K - $546K
|
295K
$10.6M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
14.2K+ 20.4% |
$473K - $541K
|
84K
$3.01M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 30.91% |
$368K - $421K
|
46.9K
$1.68M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9K+ 14.41% |
$363K - $415K
|
86.7K
$3.1M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.4KNew |
$346K - $395K
|
10.4K
$373K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 1.31% |
$341K - $390K
|
792K
$28.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.2K+ 10.4% |
$339K - $388K
|
108K
$3.88M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.77KNew |
$291K - $333K
|
8.77K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.45K+ 19.25% |
$281K - $321K
|
52.3K
$1.87M
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
8.31K+ 71.67% |
$276K - $316K
|
19.9K
$713K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.69K+ 40.89% |
$256K - $292K
|
26.5K
$949K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
6.5K+ 2.9% |
$216K - $247K
|
230K
$8.26M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.45K+ 33.31% |
$214K - $245K
|
25.8K
$925K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.86K+ 10.13% |
$195K - $223K
|
63.7K
$2.28M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.75K+ 90.95% |
$191K - $218K
|
12.1K
$432K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48K+ 10.04% |
$182K - $208K
|
60.1K
$2.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
5.28K+ 6.43% |
$176K - $201K
|
87.4K
$3.13M
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
4.79K+ 8.11% |
$159K - $182K
|
63.9K
$2.29M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.69K+ 3.45% |
$156K - $178K
|
141K
$5.03M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.61K+ 123.86% |
$153K - $175K
|
8.33K
$299K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.54K+ 3.92% |
$151K - $173K
|
121K
$4.32M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.1K+ 65.58% |
$136K - $156K
|
10.4K
$371K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
3.68K+ 1.52% |
$122K - $140K
|
246K
$8.82M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.01K+ 67.14% |
$99.9K - $114K
|
7.48K
$268K
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.22K+ 3.72% |
$73.6K - $84.2K
|
61.7K
$2.21M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.14K+ 6.18% |
$71K - $81.1K
|
36.7K
$1.31M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.06KNew |
$68.3K - $78.1K
|
2.06K
$73.7K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.98K+ 15.28% |
$65.8K - $75.2K
|
14.9K
$535K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.94K+ 2.36% |
$64.6K - $73.8K
|
84.3K
$3.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
1.93K+ 119.55% |
$64.2K - $73.4K
|
3.55K
$127K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.9K+ 414.85% |
$63.2K - $72.2K
|
2.36K
$84.5K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
1.85KNew |
$61.5K - $70.3K
|
1.85K
$66.3K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.61K+ 10.13% |
$53.4K - $61K
|
17.5K
$625K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.04% |
$48.9K - $55.9K
|
73.8K
$2.64M
|