Purchases and Sales Made in Q2 2022 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q2 2022. 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 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.56M+ 5.09% |
$77.2M - $91.8M
|
52.9M
$1.8B
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
77.4KNew |
$2.33M - $2.77M
|
77.4K
$2.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
71.5K+ 137.65% |
$2.15M - $2.56M
|
123K
$4.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
52.4K+ 65.23% |
$1.58M - $1.88M
|
133K
$4.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.6KNew |
$1.07M - $1.27M
|
35.6K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.8K+ 39.84% |
$627K - $746K
|
73.2K
$2.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19.9K+ 72.35% |
$600K - $713K
|
47.5K
$1.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
18.6KNew |
$561K - $667K
|
18.6K
$633K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17.4K+ 14.43% |
$524K - $623K
|
138K
$4.69M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.5K+ 25.97% |
$498K - $592K
|
80.2K
$2.73M
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
16.1K+ 7.98% |
$484K - $575K
|
217K
$7.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15.3K+ 10.87% |
$460K - $547K
|
156K
$5.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.6K+ 16.15% |
$408K - $486K
|
97.6K
$3.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12.1KNew |
$365K - $434K
|
12.1K
$412K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 227.06% |
$353K - $420K
|
16.9K
$574K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.9K+ 5.24% |
$329K - $391K
|
219K
$7.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.9K+ 5.24% |
$329K - $391K
|
219K
$7.46M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
10.1K+ 105.78% |
$303K - $360K
|
19.6K
$666K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.61K+ 2.92% |
$259K - $308K
|
304K
$10.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$254K - $302K
|
8.45K
$287K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.06K+ 7.44% |
$243K - $289K
|
116K
$3.96M
|
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
6.93KNew |
$209K - $248K
|
6.93K
$235K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.65KNew |
$200K - $238K
|
6.65K
$226K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
5.6K+ 6.4% |
$168K - $200K
|
93K
$3.16M
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
4.86K+ 7.6% |
$146K - $174K
|
68.8K
$2.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.68K+ 17.67% |
$141K - $168K
|
31.2K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.7K+ 35.58% |
$111K - $132K
|
14.1K
$479K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.11KNew |
$93.6K - $111K
|
3.11K
$106K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.1K+ 18.55% |
$93.2K - $111K
|
19.8K
$673K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2.83K+ 6160.87% |
$85.3K - $101K
|
2.88K
$97.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.61K+ 1498.28% |
$78.5K - $93.3K
|
2.78K
$94.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.6K+ 4.32% |
$78.1K - $92.9K
|
62.7K
$2.13M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.55KNew |
$46.7K - $55.6K
|
1.55K
$52.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.48K+ 17.3% |
$44.5K - $52.9K
|
10K
$340K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.41K+ 0.18% |
$42.5K - $50.5K
|
794K
$27M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 9.12% |
$33.1K - $39.4K
|
13.2K
$447K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.03K+ 2.81% |
$30.9K - $36.8K
|
37.6K
$1.28M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
961+ 3.43% |
$28.9K - $34.4K
|
29K
$985K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
898+ 1.19% |
$27K - $32.1K
|
76.3K
$2.59M
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
885+ 10.57% |
$26.6K - $31.7K
|
9.26K
$314K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
727New |
$21.9K - $26K
|
727
$24.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
671+ 4473.33% |
$20.2K - $24K
|
686
$23.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
627+ 20.6% |
$18.9K - $22.4K
|
3.67K
$125K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
532New |
$16K - $19K
|
532
$18.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
514New |
$15.5K - $18.4K
|
514
$17.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
502New |
$15.1K - $18K
|
502
$17.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
492+ 4.84% |
$14.8K - $17.6K
|
10.7K
$362K
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
435+ 1.02% |
$13.1K - $15.6K
|
43.1K
$1.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
328+ 0.14% |
$9.87K - $11.7K
|
231K
$7.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
299+ 5980.0% |
$9K - $10.7K
|
304
$10.3K
|