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 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
1.2K
+ 221.71%
$37.3K - $40.7K
1.73K $58.9K
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
1.15K
New
$35.8K - $39K
1.15K $38.9K
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
1.05K
+ 2.79%
$32.9K - $35.9K
38.8K $1.32M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.05K
+ 19.6%
$32.6K - $35.6K
6.38K $217K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
954
+ 7.63%
$29.8K - $32.5K
13.5K $457K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
912
+ 7.6%
$28.5K - $31.1K
12.9K $439K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
600
+ 6.56%
$18.7K - $20.5K
9.74K $331K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
590
New
$18.4K - $20.1K
590 $20K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
586
New
$18.3K - $20K
586 $19.9K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
525
+ 2.61%
$16.4K - $17.9K
20.6K $701K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
249
New
$7.78K - $8.49K
249 $8.46K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
225
New
$7.03K - $7.67K
225 $7.65K
Apr 13, 2023 Q1 2023
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
215
+ 2.88%
$6.71K - $7.33K
7.69K $261K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
211
+ 142.57%
$6.59K - $7.19K
359 $12.2K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
204
+ 453.33%
$6.37K - $6.95K
249 $8.46K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
200
+ 150.38%
$6.25K - $6.82K
333 $11.3K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
193
New
$6.03K - $6.58K
193 $6.56K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
183
New
$5.72K - $6.24K
183 $6.22K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
151
+ 1.88%
$4.72K - $5.15K
8.17K $278K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
145
+ 0.25%
$4.53K - $4.94K
58.8K $2M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
102
+ 0.97%
$3.19K - $3.48K
10.6K $361K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
99
New
$3.09K - $3.37K
99 $3.36K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
97
New
$3.03K - $3.31K
97 $3.3K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
92
+ 5.81%
$2.87K - $3.14K
1.68K $56.9K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
88
New
$2.75K - $3K
88 $2.99K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
83
+ 1.12%
$2.59K - $2.83K
7.52K $255K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
73
+ 20.33%
$2.28K - $2.49K
432 $14.7K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
70
+ 16.2%
$2.19K - $2.39K
502 $17.1K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
64
New
$2K - $2.18K
64 $2.17K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
63
New
$1.97K - $2.15K
63 $2.14K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
54
+ 360.0%
$1.69K - $1.84K
69 $2.34K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
50
New
$1.56K - $1.7K
50 $1.7K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
49
+ 0.21%
$1.53K - $1.67K
22.9K $777K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
33
New
$1.03K - $1.12K
33 $1.12K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
21
+ 4.93%
$656 - $716
447 $15.2K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
18
New
$562 - $614
18 $612
Apr 03, 2023 Q1 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
16
+ 5.05%
$500 - $545
333 $11.3K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
11
New
$344 - $375
11 $374
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
9
New
$281 - $307
9 $306
May 17, 2023 Q1 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
6
+ 120.0%
$187 - $205
11 $374
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
1
+ 0.05%
$31.2 - $34.1
2K $68K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-1
- 4.17%
$31.2 - $34.1
23 $782
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-2
- 0.02%
$62.5 - $68.2
12.1K $412K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-4
- 8.16%
$125 - $136
45 $1.53K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-5
- 4.81%
$156 - $170
99 $3.36K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

SELL
 -
-5
- 1.44%
$156 - $170
343 $11.7K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

SELL
 -
-6
- 1.97%
$187 - $205
298 $10.1K
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

SELL
 -
-9
- 8.82%
$281 - $307
93 $3.16K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-25
Closed
$781 - $852
0 $0

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