Purchases and Sales Made in Q2 2024 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.24K+ 4.98% |
$42.2K - $44.9K
|
26.2K
$939K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 15.21% |
$35.3K - $37.6K
|
7.87K
$282K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04K+ 1.8% |
$35.3K - $37.5K
|
58.8K
$2.11M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01K+ 7.4% |
$34.4K - $36.7K
|
14.7K
$527K
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
959+ 4.47% |
$32.6K - $34.7K
|
22.4K
$802K
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
912+ 11.75% |
$31K - $33K
|
8.68K
$311K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
863+ 2.17% |
$29.3K - $31.2K
|
40.7K
$1.46M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
834+ 9.74% |
$28.3K - $30.2K
|
9.4K
$337K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
801+ 9.58% |
$27.2K - $29K
|
9.16K
$328K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
750+ 2.76% |
$25.5K - $27.1K
|
28K
$1M
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
691+ 0.79% |
$23.5K - $25K
|
88K
$3.15M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
650+ 214.52% |
$22.1K - $23.5K
|
953
$34.1K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
627+ 1.26% |
$21.3K - $22.7K
|
50.3K
$1.8M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
599+ 28.08% |
$20.3K - $21.7K
|
2.73K
$97.9K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
486New |
$16.5K - $17.6K
|
486
$17.4K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
482+ 3.52% |
$16.4K - $17.4K
|
14.2K
$508K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
467New |
$15.9K - $16.9K
|
467
$16.7K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
417+ 1.62% |
$14.2K - $15.1K
|
26.2K
$939K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
392New |
$13.3K - $14.2K
|
392
$14K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
346New |
$11.8K - $12.5K
|
346
$12.4K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
325+ 6.21% |
$11K - $11.8K
|
5.56K
$199K
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
295+ 1.18% |
$10K - $10.7K
|
25.3K
$908K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
280+ 10.85% |
$9.51K - $10.1K
|
2.86K
$103K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
265+ 803.03% |
$9K - $9.58K
|
298
$10.7K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
252New |
$8.56K - $9.11K
|
252
$9.03K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
239New |
$8.12K - $8.64K
|
239
$8.56K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
228New |
$7.75K - $8.24K
|
228
$8.17K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
217New |
$7.37K - $7.85K
|
217
$7.78K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
191+ 3.29% |
$6.49K - $6.91K
|
6K
$215K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
180+ 10.54% |
$6.11K - $6.51K
|
1.89K
$67.6K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
171+ 21.46% |
$5.81K - $6.18K
|
968
$34.7K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
143+ 0.63% |
$4.86K - $5.17K
|
22.7K
$814K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
123New |
$4.18K - $4.45K
|
123
$4.41K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
116New |
$3.94K - $4.19K
|
116
$4.16K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$3.4K - $3.62K
|
100
$3.58K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$3.4K - $3.62K
|
100
$3.58K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 3.62% |
$2.31K - $2.46K
|
1.95K
$69.7K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$2.14K - $2.28K
|
63
$2.26K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
60+ 3.22% |
$2.04K - $2.17K
|
1.92K
$68.9K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58New |
$1.97K - $2.1K
|
58
$2.08K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
55+ 31.61% |
$1.87K - $1.99K
|
229
$8.21K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
53+ 21.63% |
$1.8K - $1.92K
|
298
$10.7K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50+ 24.51% |
$1.7K - $1.81K
|
254
$9.1K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
48New |
$1.63K - $1.74K
|
48
$1.72K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45+ 250.0% |
$1.53K - $1.63K
|
63
$2.26K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
43+ 153.57% |
$1.46K - $1.55K
|
71
$2.54K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
25New |
$849 - $904
|
25
$896
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.73% |
$747 - $796
|
3.06K
$109K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
16+ 0.16% |
$544 - $579
|
9.92K
$356K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14New |
$476 - $506
|
14
$502
|