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 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.04% |
$48.9K - $55.9K
|
73.8K
$2.62M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.1K+ 12.28% |
$36.6K - $41.8K
|
10.1K
$357K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
925New |
$30.7K - $35.2K
|
925
$32.8K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
811+ 1.29% |
$27K - $30.8K
|
63.9K
$2.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
810New |
$26.9K - $30.8K
|
810
$28.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
794+ 2.22% |
$26.4K - $30.2K
|
36.6K
$1.3M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
731New |
$24.3K - $27.8K
|
731
$25.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
568+ 7.13% |
$18.9K - $21.6K
|
8.54K
$303K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
432+ 4.24% |
$14.4K - $16.4K
|
10.6K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
416New |
$13.8K - $15.8K
|
416
$14.8K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
392New |
$13K - $14.9K
|
392
$13.9K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
291New |
$9.67K - $11.1K
|
291
$10.3K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
291New |
$9.67K - $11.1K
|
291
$10.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
286+ 5.43% |
$9.51K - $10.9K
|
5.55K
$197K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
253+ 148.82% |
$8.41K - $9.61K
|
423
$15K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
219+ 16.42% |
$7.28K - $8.32K
|
1.55K
$55.1K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
155+ 5.37% |
$5.15K - $5.89K
|
3.04K
$108K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
136New |
$4.52K - $5.17K
|
136
$4.83K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
117New |
$3.89K - $4.45K
|
117
$4.15K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
111New |
$3.69K - $4.22K
|
111
$3.94K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
108New |
$3.59K - $4.1K
|
108
$3.83K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
102New |
$3.39K - $3.88K
|
102
$3.62K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
98+ 0.63% |
$3.26K - $3.72K
|
15.6K
$552K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
74New |
$2.46K - $2.81K
|
74
$2.63K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
73+ 36.32% |
$2.43K - $2.77K
|
274
$9.72K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66New |
$2.19K - $2.51K
|
66
$2.34K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
65New |
$2.16K - $2.47K
|
65
$2.31K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
62New |
$2.06K - $2.36K
|
62
$2.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
57+ 0.79% |
$1.89K - $2.17K
|
7.23K
$257K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
53New |
$1.76K - $2.01K
|
53
$1.88K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
52+ 86.67% |
$1.73K - $1.98K
|
112
$3.97K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
50+ 121.95% |
$1.66K - $1.9K
|
91
$3.23K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
45New |
$1.5K - $1.71K
|
45
$1.6K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
43New |
$1.43K - $1.63K
|
43
$1.53K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30+ 29.41% |
$997 - $1.14K
|
132
$4.68K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29New |
$964 - $1.1K
|
29
$1.03K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 1.52% |
$665 - $760
|
1.33K
$47.3K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 8.17% |
$565 - $646
|
225
$7.98K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$532 - $608
|
16
$568
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
15New |
$499 - $570
|
15
$532
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6New |
$199 - $228
|
6
$213
|
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$166 - $190
|
8.23K
$292K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.02% |
$133 - $152
|
16.1K
$571K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.06% |
$133 - $152
|
6.88K
$244K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2+ 1.65% |
$66.5 - $76
|
123
$4.36K
|
|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$33.2 - $38
|
5.69K
$202K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7Closed |
$233 - $266
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10- 0.19% |
$332 - $380
|
5.16K
$183K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10Closed |
$332 - $380
|
0
$0
|