Purchases and Sales Made in Q2 2023 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-132- 27.1% |
$4.27K - $4.51K
|
355
$12.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-136- 0.67% |
$4.4K - $4.65K
|
20.2K
$725K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-179- 1.19% |
$5.79K - $6.12K
|
14.8K
$532K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-184- 73.9% |
$5.95K - $6.29K
|
65
$2.33K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-184- 73.9% |
$5.95K - $6.29K
|
65
$2.33K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-219- 2.14% |
$7.08K - $7.49K
|
10K
$358K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-245- 0.47% |
$7.92K - $8.38K
|
51.4K
$1.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-269- 2.82% |
$8.7K - $9.2K
|
9.26K
$332K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-290- 2.73% |
$9.38K - $9.92K
|
10.3K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-300- 3.99% |
$9.7K - $10.3K
|
7.22K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-334- 0.56% |
$10.8K - $11.4K
|
59.1K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-338- 1.3% |
$10.9K - $11.6K
|
25.7K
$922K
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-351- 0.43% |
$11.3K - $12K
|
80.4K
$2.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-370- 3.57% |
$12K - $12.7K
|
10K
$358K
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-601- 2.44% |
$19.4K - $20.6K
|
24K
$860K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-607- 0.72% |
$19.6K - $20.8K
|
83.9K
$3.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-757- 0.98% |
$24.5K - $25.9K
|
76.5K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-783- 7.41% |
$25.3K - $26.8K
|
9.79K
$351K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-919- 11.16% |
$29.7K - $31.4K
|
7.31K
$262K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.65% |
$33.3K - $35.2K
|
37.8K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.14K- 0.41% |
$36.7K - $38.8K
|
277K
$9.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.27K- 72.95% |
$40.9K - $43.3K
|
469
$16.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.29K- 6.24% |
$41.7K - $44.1K
|
19.4K
$694K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.54K- 6.5% |
$49.9K - $52.8K
|
22.2K
$796K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.61K- 7.21% |
$52K - $55K
|
20.7K
$741K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.61K- 4.99% |
$52.1K - $55.1K
|
30.7K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.77K- 10.26% |
$57.1K - $60.4K
|
15.4K
$553K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.98K- 16.34% |
$64.1K - $67.8K
|
10.2K
$364K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.02K- 12.44% |
$65.3K - $69.1K
|
14.2K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.22K- 0.9% |
$71.6K - $75.8K
|
243K
$8.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.27K- 3.02% |
$73.3K - $77.5K
|
72.8K
$2.61M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.48K- 4.28% |
$80.1K - $84.7K
|
55.4K
$1.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.64K- 18.24% |
$85.4K - $90.4K
|
11.8K
$424K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-3.9K- 2.23% |
$126K - $133K
|
171K
$6.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.82K- 16.09% |
$156K - $165K
|
25.1K
$899K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-5.39K- 2.88% |
$174K - $184K
|
182K
$6.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7.07K- 9.12% |
$229K - $242K
|
70.5K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.51K- 12.78% |
$243K - $257K
|
51.3K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.47K- 3.76% |
$274K - $290K
|
217K
$7.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8.77K- 18.38% |
$284K - $300K
|
38.9K
$1.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.8K- 18.45% |
$575K - $608K
|
78.6K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18K- 44.16% |
$580K - $614K
|
22.7K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-23K- 50.8% |
$743K - $786K
|
22.3K
$798K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40.3K- 14.78% |
$1.3M - $1.38M
|
232K
$8.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-48.5K- 33.94% |
$1.57M - $1.66M
|
94.4K
$3.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-59.7K- 86.62% |
$1.93M - $2.04M
|
9.22K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-86.1K- 92.95% |
$2.78M - $2.95M
|
6.53K
$234K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-249K- 69.24% |
$8.03M - $8.5M
|
110K
$3.96M
|