Purchases and Sales Made in Q2 2021 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-356- 3.23% |
$13.5K - $14.5K
|
10.7K
$399K
|
|
Aug 04, 2021
Q2 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-468- 0.76% |
$17.7K - $19.1K
|
61.3K
$2.29M
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-517- 7.22% |
$19.6K - $21.1K
|
6.65K
$248K
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-533Closed |
$20.2K - $21.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-618- 6.22% |
$23.4K - $25.2K
|
9.31K
$348K
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-667- 4.03% |
$25.3K - $27.2K
|
15.9K
$593K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-805- 7.68% |
$30.5K - $32.9K
|
9.68K
$362K
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-856- 2.25% |
$32.5K - $35K
|
37.1K
$1.39M
|
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-919- 13.72% |
$34.8K - $37.5K
|
5.78K
$216K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-987- 9.93% |
$37.4K - $40.3K
|
8.95K
$334K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.62K- 3.54% |
$61.3K - $66K
|
44K
$1.64M
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.82KClosed |
$69K - $74.3K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.91K- 2.24% |
$72.2K - $77.8K
|
83K
$3.1M
|
|
Jul 15, 2021
Q2 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.67K- 11.77% |
$101K - $109K
|
20K
$747K
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.98K- 17.17% |
$113K - $122K
|
14.4K
$537K
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4.92K- 97.33% |
$187K - $201K
|
135
$5.04K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.05K- 48.86% |
$192K - $206K
|
5.29K
$198K
|
|
Jul 16, 2021
Q2 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6.3KClosed |
$239K - $257K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.71KClosed |
$254K - $274K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.91KClosed |
$262K - $282K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7.58K- 9.53% |
$287K - $309K
|
71.9K
$2.69M
|
|
Aug 09, 2021
Q2 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-9.04K- 10.06% |
$343K - $369K
|
80.8K
$3.02M
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.2K- 52.36% |
$463K - $498K
|
11.1K
$415K
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-17K- 27.03% |
$645K - $695K
|
45.9K
$1.72M
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-28.3K- 18.67% |
$1.07M - $1.15M
|
123K
$4.6M
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-41.3K- 4.47% |
$1.56M - $1.68M
|
882K
$32.9M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-42.2K- 5.59% |
$1.6M - $1.72M
|
712K
$26.6M
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-42.4KClosed |
$1.61M - $1.73M
|
0
$0
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-54.8KClosed |
$2.08M - $2.24M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-65.9KClosed |
$2.5M - $2.69M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-148KClosed |
$5.61M - $6.04M
|
0
$0
|