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 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-415- 94.53% |
$11.2K - $13.6K
|
24
$816
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-440- 44.58% |
$11.9K - $14.4K
|
547
$18.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-493- 3.58% |
$13.4K - $16.1K
|
13.3K
$452K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-495- 4.62% |
$13.4K - $16.2K
|
10.2K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-803- 7.57% |
$21.8K - $26.3K
|
9.81K
$333K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.05K- 1.69% |
$28.4K - $34.3K
|
60.9K
$2.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
SELL
|
- |
-1.31K- 0.58% |
$35.6K - $43K
|
226K
$7.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34K- 1.83% |
$36.2K - $43.7K
|
71.8K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.76K- 20.88% |
$47.7K - $57.6K
|
6.67K
$227K
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.42K- 15.16% |
$65.4K - $79K
|
13.5K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.12K- 22.13% |
$84.5K - $102K
|
11K
$373K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.7K- 5.79% |
$100K - $121K
|
60.3K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.95K- 27.13% |
$107K - $129K
|
10.6K
$361K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.88K- 29.28% |
$132K - $160K
|
11.8K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.66K- 22.11% |
$153K - $185K
|
19.9K
$678K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.02K- 14.2% |
$163K - $197K
|
36.4K
$1.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.8K- 10.91% |
$184K - $222K
|
55.5K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.9K- 64.26% |
$294K - $355K
|
6.04K
$205K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-12.1K- 28.74% |
$327K - $395K
|
30K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-18.5K- 19.33% |
$500K - $604K
|
77.1K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.9K- 25.98% |
$729K - $881K
|
76.7K
$2.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-27.7K- 77.03% |
$752K - $908K
|
8.28K
$281K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-29.1K- 8.77% |
$789K - $953K
|
303K
$10.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-66.8K- 12.78% |
$1.81M - $2.19M
|
456K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-66.9K- 50.41% |
$1.81M - $2.19M
|
65.8K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-80.6K- 34.44% |
$2.18M - $2.64M
|
153K
$5.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-81.5K- 78.27% |
$2.21M - $2.67M
|
22.6K
$769K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-146K- 94.79% |
$3.96M - $4.79M
|
8.03K
$273K
|