Purchases and Sales Made in Q3 2021 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.6M+ 3.43% |
$60.6M - $65.1M
|
48.3M
$1.71B
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
237KNew |
$8.97M - $9.64M
|
237K
$8.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
211KNew |
$7.97M - $8.56M
|
211K
$7.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
45.2KNew |
$1.71M - $1.84M
|
45.2K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.4K+ 5.25% |
$1.42M - $1.52M
|
750K
$26.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24.5KNew |
$926K - $995K
|
24.5K
$868K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.1K+ 181.08% |
$761K - $817K
|
31.2K
$1.11M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
15.1K+ 6.06% |
$571K - $613K
|
264K
$9.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2K+ 24.86% |
$537K - $576K
|
71.2K
$2.53M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
12.3K+ 3.07% |
$464K - $498K
|
411K
$14.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.1KNew |
$456K - $490K
|
12.1K
$428K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 201.56% |
$430K - $462K
|
17K
$603K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 44.22% |
$416K - $447K
|
35.9K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.9K+ 3.03% |
$414K - $445K
|
372K
$13.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.8K+ 31.12% |
$410K - $440K
|
45.6K
$1.62M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10.2K+ 2480.34% |
$387K - $416K
|
10.6K
$377K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.95K+ 15.09% |
$377K - $405K
|
75.9K
$2.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
8.61K+ 4.14% |
$326K - $350K
|
217K
$7.69M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.81K+ 17.01% |
$296K - $318K
|
53.8K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.69K+ 1087.84% |
$291K - $313K
|
8.4K
$298K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.2KNew |
$272K - $293K
|
7.2K
$255K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
6.84K+ 10.37% |
$259K - $278K
|
72.8K
$2.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.6KNew |
$250K - $268K
|
6.6K
$234K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
5.9K+ 2.46% |
$223K - $240K
|
246K
$8.73M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55KNew |
$210K - $226K
|
5.55K
$197K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.12K+ 10.75% |
$194K - $208K
|
52.8K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.38K+ 47.07% |
$166K - $178K
|
13.7K
$486K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4K+ 4.85% |
$151K - $163K
|
86.4K
$3.07M
|
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3.98K+ 2.31% |
$151K - $162K
|
176K
$6.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.89K+ 12.48% |
$147K - $158K
|
35.1K
$1.24M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.83K+ 3.55% |
$145K - $156K
|
112K
$3.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.55K+ 349.8% |
$134K - $144K
|
4.56K
$162K
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.7K+ 4.12% |
$102K - $110K
|
68.2K
$2.42M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37K+ 234.22% |
$89.7K - $96.3K
|
3.38K
$120K
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 18.75% |
$47.2K - $50.7K
|
7.89K
$280K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
1.15K+ 21.7% |
$43.5K - $46.8K
|
6.45K
$229K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.1KNew |
$41.7K - $44.8K
|
1.1K
$39.1K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
886+ 5.06% |
$33.5K - $36K
|
18.4K
$653K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
735+ 8.94% |
$27.8K - $29.9K
|
8.96K
$318K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
717+ 0.32% |
$27.1K - $29.2K
|
225K
$7.99M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
711+ 4.84% |
$26.9K - $28.9K
|
15.4K
$546K
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
685+ 1.18% |
$25.9K - $27.9K
|
58.7K
$2.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
614New |
$23.2K - $25K
|
614
$21.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
603+ 15.3% |
$22.8K - $24.5K
|
4.55K
$161K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
582+ 0.81% |
$22K - $23.7K
|
72.5K
$2.57M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
572New |
$21.7K - $23.3K
|
572
$20.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
542+ 212.55% |
$20.5K - $22K
|
797
$28.3K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
487New |
$18.4K - $19.8K
|
487
$17.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
450New |
$17K - $18.3K
|
450
$16K
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
410+ 2.5% |
$15.5K - $16.7K
|
16.8K
$596K
|