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 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-530Closed |
$20.1K - $21.6K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-582- 0.7% |
$22K - $23.7K
|
82.4K
$2.96M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-586Closed |
$22.2K - $23.8K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Prairiewood Capital, LLC
|
SELL
|
- |
-692- 0.53% |
$26.2K - $28.1K
|
130K
$4.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-774- 17.22% |
$29.3K - $31.5K
|
3.72K
$134K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-1.06KClosed |
$40.1K - $43K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
SELL
|
- |
-1.08K- 2.03% |
$40.7K - $43.7K
|
51.9K
$1.87M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 38.81% |
$44K - $47.3K
|
1.83K
$65.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.3K- 6.48% |
$49K - $52.7K
|
18.7K
$672K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.49K- 2.43% |
$56.4K - $60.6K
|
59.8K
$2.15M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.53K- 4.09% |
$58K - $62.3K
|
36K
$1.29M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.56KClosed |
$59.2K - $63.6K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1.61KClosed |
$60.8K - $65.3K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.73K- 14.38% |
$65.4K - $70.2K
|
10.3K
$370K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.37K- 27.28% |
$89.8K - $96.5K
|
6.32K
$227K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.56K- 9.84% |
$96.9K - $104K
|
23.4K
$843K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.83K- 19.7% |
$107K - $115K
|
11.6K
$415K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.2K- 31.14% |
$121K - $130K
|
7.08K
$254K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.24K- 16.58% |
$123K - $132K
|
16.3K
$585K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.86K- 54.24% |
$146K - $157K
|
3.26K
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.33K- 26.47% |
$164K - $176K
|
12K
$433K
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.55K- 36.01% |
$172K - $185K
|
8.08K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.29KClosed |
$200K - $215K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5.64K- 6.98% |
$213K - $229K
|
75.2K
$2.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.65K- 9.19% |
$214K - $230K
|
55.8K
$2.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.49KClosed |
$246K - $264K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-6.49KClosed |
$246K - $264K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-7.18K- 83.56% |
$272K - $292K
|
1.41K
$50.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.27K- 2.88% |
$313K - $336K
|
279K
$10M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.95KClosed |
$339K - $364K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10.3K- 96.14% |
$388K - $417K
|
412
$14.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-28.7K- 18.51% |
$1.09M - $1.17M
|
126K
$4.54M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-34.6K- 28.11% |
$1.31M - $1.41M
|
88.5K
$3.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-40.4K- 54.15% |
$1.53M - $1.65M
|
34.2K
$1.23M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-61.3K- 35.94% |
$2.32M - $2.49M
|
109K
$3.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-138K- 15.62% |
$5.22M - $5.6M
|
744K
$26.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-616KClosed |
$23.3M - $25.1M
|
0
$0
|