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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-55- 0.66% |
$1.72K - $1.87K
|
8.23K
$280K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-62- 0.25% |
$1.94K - $2.11K
|
24.6K
$836K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-86- 48.86% |
$2.69K - $2.93K
|
90
$3.06K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-108- 0.33% |
$3.37K - $3.68K
|
32.3K
$1.1M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-129Closed |
$4.03K - $4.4K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-133- 76.88% |
$4.15K - $4.53K
|
40
$1.36K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-144- 2.12% |
$4.5K - $4.91K
|
6.64K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-157- 16.42% |
$4.9K - $5.35K
|
799
$27.2K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-158- 0.53% |
$4.93K - $5.39K
|
29.9K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-167- 0.54% |
$5.22K - $5.69K
|
30.5K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-173- 66.8% |
$5.4K - $5.9K
|
86
$2.92K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-175- 1.66% |
$5.47K - $5.97K
|
10.4K
$353K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-203- 10.81% |
$6.34K - $6.92K
|
1.68K
$56.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
SELL
|
- |
-212- 1.41% |
$6.62K - $7.23K
|
14.8K
$503K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-263- 2.43% |
$8.21K - $8.97K
|
10.6K
$359K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-266- 2.58% |
$8.31K - $9.07K
|
10.1K
$342K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-273- 5.25% |
$8.53K - $9.31K
|
4.93K
$167K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-283- 17.09% |
$8.84K - $9.65K
|
1.37K
$46.7K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-346- 2.29% |
$10.8K - $11.8K
|
14.8K
$501K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-351- 0.55% |
$11K - $12K
|
63.1K
$2.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-376- 4.07% |
$11.7K - $12.8K
|
8.87K
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-418- 2.71% |
$13.1K - $14.2K
|
15K
$510K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-492- 0.84% |
$15.4K - $16.8K
|
57.9K
$1.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-645- 79.93% |
$20.1K - $22K
|
162
$5.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-668- 0.47% |
$20.9K - $22.8K
|
143K
$4.86M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-998- 4.03% |
$31.2K - $34K
|
23.7K
$807K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.05K- 5.35% |
$32.7K - $35.7K
|
18.5K
$629K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.52K- 9.48% |
$47.4K - $51.7K
|
14.5K
$492K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.63K- 2.06% |
$50.8K - $55.5K
|
77.3K
$2.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.83K- 3.42% |
$57.2K - $62.5K
|
51.7K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.98K- 9.17% |
$61.9K - $67.5K
|
19.6K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.11K- 10.91% |
$65.8K - $71.8K
|
17.2K
$584K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.24K- 4.48% |
$70K - $76.4K
|
47.7K
$1.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.46K- 0.58% |
$76.9K - $83.9K
|
424K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 11.76% |
$82.5K - $90.1K
|
19.8K
$674K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.77K- 75.77% |
$86.5K - $94.4K
|
886
$30.1K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.21K- 4.1% |
$100K - $110K
|
75.1K
$2.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.44K- 24.91% |
$107K - $117K
|
10.4K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-4.45K- 17.91% |
$139K - $152K
|
20.4K
$693K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.56K- 0.95% |
$236K - $258K
|
790K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-8.26K- 9.63% |
$258K - $282K
|
77.6K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-14.3K- 7.11% |
$448K - $489K
|
187K
$6.37M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-16K- 3.8% |
$498K - $544K
|
404K
$13.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-52.8K- 16.23% |
$1.65M - $1.8M
|
273K
$9.27M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-65K- 22.4% |
$2.03M - $2.22M
|
225K
$7.65M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-593K- 69.38% |
$18.5M - $20.2M
|
262K
$8.89M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.25M- 2.25% |
$39.1M - $42.7M
|
54.4M
$1.85B
|