Purchases and Sales Made in Q3 2022 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.08M+ 5.82% |
$83.5M - $101M
|
56M
$2.01B
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
94.6KNew |
$2.56M - $3.1M
|
94.6K
$3.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
80.7K+ 411.88% |
$2.19M - $2.64M
|
100K
$3.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
60.1KNew |
$1.63M - $1.97M
|
60.1K
$2.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
54.3K+ 43.97% |
$1.47M - $1.78M
|
178K
$6.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
41.6K+ 27.71% |
$1.13M - $1.36M
|
192K
$6.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
34.2KNew |
$926K - $1.12M
|
34.2K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
30.8K+ 143.62% |
$833K - $1.01M
|
52.2K
$1.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26.7K+ 17.13% |
$723K - $873K
|
182K
$6.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
26.2K+ 26.83% |
$709K - $856K
|
124K
$4.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
25.6K+ 3.62% |
$693K - $837K
|
732K
$26.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
23.5KNew |
$637K - $770K
|
23.5K
$843K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
21.6KNew |
$584K - $705K
|
21.6K
$772K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
21.4K+ 9.26% |
$579K - $699K
|
252K
$9.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18.7K+ 39.44% |
$507K - $612K
|
66.2K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.3K+ 8.34% |
$495K - $598K
|
238K
$8.52M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
13.3KNew |
$361K - $437K
|
13.3K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
12.9K+ 169.74% |
$349K - $422K
|
20.5K
$735K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 14.39% |
$302K - $365K
|
88.6K
$3.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
11K+ 12.75% |
$298K - $360K
|
97.2K
$3.48M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9.87K+ 2.35% |
$267K - $323K
|
431K
$15.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
9.19KNew |
$249K - $301K
|
9.19K
$329K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.67KNew |
$208K - $251K
|
7.67K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.1K+ 0.9% |
$192K - $232K
|
801K
$28.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.09K+ 19.52% |
$165K - $199K
|
37.3K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.59K+ 37.95% |
$151K - $183K
|
20.3K
$727K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.52K+ 41.92% |
$149K - $181K
|
18.7K
$669K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.51K+ 19.01% |
$149K - $180K
|
34.5K
$1.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.3K+ 12.29% |
$144K - $173K
|
48.4K
$1.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.99K+ 72.51% |
$135K - $163K
|
11.9K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.7KNew |
$127K - $154K
|
4.7K
$169K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.44K+ 7.09% |
$120K - $145K
|
67.1K
$2.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.17K+ 3.02% |
$113K - $136K
|
142K
$5.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
4.05K+ 5.89% |
$110K - $133K
|
72.8K
$2.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
3.51K+ 30.5% |
$95K - $115K
|
15K
$538K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
3.04K+ 5.16% |
$82.2K - $99.3K
|
61.9K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.87K+ 0.95% |
$77.7K - $93.9K
|
306K
$11M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.67K+ 2.87% |
$72.4K - $87.5K
|
95.7K
$3.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.55K+ 23.97% |
$69.2K - $83.6K
|
13.2K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.26K+ 2.81% |
$61.2K - $73.9K
|
82.5K
$2.96M
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.99K+ 2.83% |
$54K - $65.2K
|
72.3K
$2.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.85KNew |
$50.2K - $60.6K
|
1.85K
$66.4K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.69KNew |
$45.8K - $55.3K
|
1.69K
$60.5K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.57K+ 10.84% |
$42.4K - $51.2K
|
16K
$573K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.38K+ 91.92% |
$37.3K - $45.1K
|
2.88K
$103K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.22K+ 1.59% |
$33.1K - $40K
|
78.2K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22K+ 6.14% |
$32.9K - $39.8K
|
21K
$753K
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.2K+ 0.82% |
$32.5K - $39.2K
|
148K
$5.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.14K+ 5.01% |
$30.9K - $37.3K
|
23.9K
$857K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
957+ 190.64% |
$25.9K - $31.3K
|
1.46K
$52.3K
|