Purchases and Sales Made in Q1 2024 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q1 2024. 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 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
633New |
$21K - $22.5K
|
633
$22.8K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
631+ 0.92% |
$21K - $22.5K
|
69.3K
$2.49M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
613New |
$20.4K - $21.8K
|
613
$22K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
589+ 4.06% |
$19.6K - $21K
|
15.1K
$543K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
525New |
$17.4K - $18.7K
|
525
$18.9K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
486+ 61.44% |
$16.1K - $17.3K
|
1.28K
$45.9K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
484+ 34.75% |
$16.1K - $17.2K
|
1.88K
$67.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
457+ 60.21% |
$15.2K - $16.3K
|
1.22K
$43.7K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
441New |
$14.6K - $15.7K
|
441
$15.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
435+ 5.6% |
$14.4K - $15.5K
|
8.2K
$295K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
423+ 15.67% |
$14K - $15.1K
|
3.12K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
384+ 176.15% |
$12.8K - $13.7K
|
602
$21.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
381+ 0.44% |
$12.7K - $13.6K
|
86.2K
$3.1M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
330+ 1.48% |
$11K - $11.7K
|
22.6K
$811K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
323+ 1.53% |
$10.7K - $11.5K
|
21.4K
$770K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
245New |
$8.14K - $8.72K
|
245
$8.81K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
227+ 11.24% |
$7.54K - $8.08K
|
2.25K
$80.8K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
226New |
$7.51K - $8.04K
|
226
$8.12K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
224+ 4.47% |
$7.44K - $7.97K
|
5.24K
$188K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
204New |
$6.77K - $7.26K
|
204
$7.33K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
202+ 9.62% |
$6.71K - $7.19K
|
2.3K
$82.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
174New |
$5.78K - $6.19K
|
174
$6.25K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
168+ 0.45% |
$5.58K - $5.98K
|
37.7K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
149+ 32.32% |
$4.95K - $5.3K
|
610
$21.9K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
122New |
$4.05K - $4.34K
|
122
$4.38K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
121+ 1.66% |
$4.02K - $4.31K
|
7.42K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
118New |
$3.92K - $4.2K
|
118
$4.24K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
109+ 6.82% |
$3.62K - $3.88K
|
1.71K
$61.3K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
104+ 57.46% |
$3.45K - $3.7K
|
285
$10.2K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
102New |
$3.39K - $3.63K
|
102
$3.67K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
88+ 0.05% |
$2.92K - $3.13K
|
165K
$5.92M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76New |
$2.52K - $2.7K
|
76
$2.73K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
74New |
$2.46K - $2.63K
|
74
$2.66K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
68+ 0.26% |
$2.26K - $2.42K
|
26.6K
$955K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
48New |
$1.59K - $1.71K
|
48
$1.73K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38+ 14.34% |
$1.26K - $1.35K
|
303
$10.9K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
36New |
$1.2K - $1.28K
|
36
$1.29K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36New |
$1.2K - $1.28K
|
36
$1.29K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
33New |
$1.1K - $1.17K
|
33
$1.19K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28+ 0.35% |
$930 - $996
|
8.12K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19New |
$631 - $676
|
19
$683
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$598 - $640
|
18
$647
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.45% |
$332 - $356
|
2.25K
$80.7K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 37.5% |
$299 - $320
|
33
$1.19K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7New |
$232 - $249
|
7
$252
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
7+ 8.33% |
$232 - $249
|
91
$3.27K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7+ 233.33% |
$232 - $249
|
10
$359
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 22.22% |
$133 - $142
|
22
$791
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
$33.2 - $35.6
|
1
$35.9
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 5.63% |
$266 - $285
|
134
$4.82K
|