Purchases and Sales Made in Q1 2023 in Schwab Fundamental Intl Small (FNDC)

FNDC Quotes by TradingView

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 $12.9M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
160K
New
$4.99M - $5.45M
160K $5.74M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
87.7K
+ 1753.08%
$2.74M - $2.99M
92.7K $3.33M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
68.9K
New
$2.15M - $2.35M
68.9K $2.48M
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
47.1K
+ 19.63%
$1.47M - $1.6M
287K $10.3M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
39.6K
+ 125.03%
$1.24M - $1.35M
71.2K $2.56M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
36.3K
New
$1.13M - $1.24M
36.3K $1.31M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
32.9K
+ 87.3%
$1.03M - $1.12M
70.6K $2.54M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
27.4K
+ 3.59%
$855K - $934K
790K $28.4M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
26.4K
+ 30.8%
$824K - $899K
112K $4.03M
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
22.6K
+ 20.4%
$706K - $771K
133K $4.8M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
22.3K
New
$696K - $759K
22.3K $801K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
19.3K
+ 7.46%
$604K - $659K
278K $10M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
17.8K
+ 570.23%
$556K - $607K
20.9K $752K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
17.3K
New
$540K - $590K
17.3K $622K
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
15.3K
+ 34.75%
$479K - $523K
59.5K $2.14M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
15K
+ 6.51%
$468K - $511K
246K $8.83M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
14.1K
New
$442K - $482K
14.1K $508K
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
12.9K
+ 167.34%
$404K - $441K
20.7K $743K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
9.83K
New
$307K - $335K
9.83K $353K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.81K
+ 15.71%
$275K - $300K
64.9K $2.33M
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
7.65K
+ 6.62%
$239K - $261K
123K $4.43M
May 10, 2023 Q1 2023
Redw Wealth LLC

BUY
 -
7.52K
New
$235K - $256K
7.52K $270K
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
7.34K
+ 1.03%
$229K - $250K
720K $25.9M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.97K
+ 39.36%
$218K - $238K
24.7K $887K
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
6.43K
New
$201K - $219K
6.43K $231K
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
6.31K
New
$197K - $215K
6.31K $227K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
5.85K
+ 5.12%
$183K - $199K
120K $4.32M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
5.82K
+ 7.39%
$182K - $198K
84.6K $3.04M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
5.75K
+ 3.71%
$180K - $196K
161K $5.78M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
5.39K
+ 471.98%
$168K - $184K
6.53K $235K
Apr 19, 2023 Q1 2023
Prairiewood Capital, LLC

BUY
 -
5.34K
+ 3.15%
$167K - $182K
175K $6.28M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
4.29K
+ 4.66%
$134K - $146K
96.4K $3.46M
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
3.22K
+ 2.53%
$101K - $110K
131K $4.7M
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
3.04K
+ 134.62%
$94.8K - $104K
5.29K $190K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
2.94K
+ 12.69%
$91.7K - $100K
26.1K $937K
Apr 17, 2023 Q1 2023
Shore Point Advisors, LLC

BUY
 -
2.89K
+ 4.64%
$90.2K - $98.5K
65.2K $2.34M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
2.85K
+ 9.15%
$89.1K - $97.2K
34K $1.22M
May 11, 2023 Q1 2023
Shilanski & Associates, Inc.

BUY
 -
2.79K
+ 2.06%
$87.1K - $95K
138K $4.96M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.6K
+ 11.54%
$81.2K - $88.6K
25.1K $903K
Apr 07, 2023 Q1 2023
Wade Financial Advisory, Inc

BUY
 -
2.14K
+ 1.27%
$66.9K - $73K
171K $6.14M
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
2.12K
+ 17.75%
$66.3K - $72.3K
14.1K $506K
May 11, 2023 Q1 2023
Cutler Investment Counsel LLC

BUY
 -
2.04K
+ 5.09%
$63.8K - $69.7K
42.2K $1.52M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.95K
+ 4.51%
$61K - $66.6K
45.3K $1.63M
May 04, 2023 Q1 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
1.85K
+ 2.59%
$57.9K - $63.2K
73.4K $2.64M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.69K
New
$52.8K - $57.6K
1.69K $60.7K
Apr 17, 2023 Q1 2023
Moller Financial Services

BUY
 -
1.37K
+ 1.72%
$42.7K - $46.6K
80.8K $2.9M
May 03, 2023 Q1 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
1.29K
+ 1.44%
$40.3K - $44K
90.6K $3.26M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.2K
+ 221.71%
$37.3K - $40.7K
1.73K $62.3K

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