Purchases and Sales Made in Q1 2023 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q1 2023. 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 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
331K+ 1175.41% |
$10.3M - $11.3M
|
359K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
160KNew |
$4.99M - $5.45M
|
160K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.7K+ 1753.08% |
$2.74M - $2.99M
|
92.7K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
68.9KNew |
$2.15M - $2.35M
|
68.9K
$2.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
47.1K+ 19.63% |
$1.47M - $1.6M
|
287K
$9.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
39.6K+ 125.03% |
$1.24M - $1.35M
|
71.2K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.3KNew |
$1.13M - $1.24M
|
36.3K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.9K+ 87.3% |
$1.03M - $1.12M
|
70.6K
$2.4M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
28.4K+ 11.47% |
$888K - $970K
|
276K
$9.39M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.4K+ 3.59% |
$855K - $934K
|
790K
$26.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.4K+ 30.8% |
$824K - $899K
|
112K
$3.81M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.8K+ 127.1% |
$711K - $776K
|
40.7K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22.6K+ 20.4% |
$706K - $771K
|
133K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
22.3KNew |
$696K - $759K
|
22.3K
$757K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 7.46% |
$604K - $659K
|
278K
$9.46M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.8K+ 570.23% |
$556K - $607K
|
20.9K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.3KNew |
$540K - $590K
|
17.3K
$588K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15.3K+ 34.75% |
$479K - $523K
|
59.5K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 6.51% |
$468K - $511K
|
246K
$8.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
14.1KNew |
$442K - $482K
|
14.1K
$481K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
12.9K+ 167.34% |
$404K - $441K
|
20.7K
$702K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.83KNew |
$307K - $335K
|
9.83K
$334K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.81K+ 15.71% |
$275K - $300K
|
64.9K
$2.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
7.65K+ 6.62% |
$239K - $261K
|
123K
$4.19M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
7.52KNew |
$235K - $256K
|
7.52K
$255K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.34K+ 1.03% |
$229K - $250K
|
720K
$24.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.97K+ 39.36% |
$218K - $238K
|
24.7K
$839K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.43KNew |
$201K - $219K
|
6.43K
$218K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.31KNew |
$197K - $215K
|
6.31K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.85K+ 5.12% |
$183K - $199K
|
120K
$4.08M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.82K+ 7.39% |
$182K - $198K
|
84.6K
$2.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
5.75K+ 3.71% |
$180K - $196K
|
161K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.39K+ 471.98% |
$168K - $184K
|
6.53K
$222K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.34K+ 3.15% |
$167K - $182K
|
175K
$5.94M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.29K+ 4.66% |
$134K - $146K
|
96.4K
$3.27M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.22K+ 2.53% |
$101K - $110K
|
131K
$4.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.04K+ 134.62% |
$94.8K - $104K
|
5.29K
$180K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.94K+ 12.69% |
$91.7K - $100K
|
26.1K
$886K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.89K+ 4.64% |
$90.2K - $98.5K
|
65.2K
$2.21M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.85K+ 9.15% |
$89.1K - $97.2K
|
34K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.79K+ 2.06% |
$87.1K - $95K
|
138K
$4.69M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6K+ 11.54% |
$81.2K - $88.6K
|
25.1K
$854K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.14K+ 1.27% |
$66.9K - $73K
|
171K
$5.81M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.12K+ 17.75% |
$66.3K - $72.3K
|
14.1K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.04K+ 5.09% |
$63.8K - $69.7K
|
42.2K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.95K+ 4.51% |
$61K - $66.6K
|
45.3K
$1.54M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.85K+ 2.59% |
$57.9K - $63.2K
|
73.4K
$2.5M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.69KNew |
$52.8K - $57.6K
|
1.69K
$57.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
1.37K+ 1.72% |
$42.7K - $46.6K
|
80.8K
$2.74M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.29K+ 1.44% |
$40.3K - $44K
|
90.6K
$3.08M
|