Purchases and Sales Made in Q3 2023 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q3 2023. 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, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
601K+ 1.1% |
$19.3M - $20.9M
|
55.1M
$1.97B
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
185K+ 748.85% |
$5.94M - $6.43M
|
210K
$7.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
148K+ 184.49% |
$4.74M - $5.14M
|
228K
$8.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
110KNew |
$3.53M - $3.82M
|
110K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
77.8K+ 1002.73% |
$2.5M - $2.7M
|
85.6K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.2KNew |
$1.07M - $1.15M
|
33.2K
$1.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
24.8K+ 127.82% |
$794K - $860K
|
44.1K
$1.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
23KNew |
$736K - $798K
|
23K
$823K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22.2K+ 24.96% |
$711K - $771K
|
111K
$3.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21.4K+ 5.49% |
$686K - $743K
|
411K
$14.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
20.8KNew |
$666K - $721K
|
20.8K
$744K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.1K+ 12.77% |
$645K - $699K
|
178K
$6.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
19.3K+ 11.44% |
$619K - $671K
|
188K
$6.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
17K+ 11.91% |
$546K - $592K
|
160K
$5.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15K+ 10.15% |
$482K - $522K
|
163K
$5.84M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14K+ 58.26% |
$448K - $486K
|
38K
$1.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.2K+ 6.54% |
$359K - $389K
|
182K
$6.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$333K - $360K
|
10.4K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10.3K+ 6.59% |
$332K - $360K
|
168K
$6M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.11K+ 7.44% |
$292K - $316K
|
132K
$4.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8.18K+ 11.11% |
$262K - $284K
|
81.9K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.75K+ 84.07% |
$249K - $269K
|
17K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.71KNew |
$247K - $268K
|
7.71K
$276K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.62K+ 11.26% |
$244K - $265K
|
75.3K
$2.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.17K+ 34.15% |
$230K - $249K
|
28.2K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
6.62K+ 5.23% |
$212K - $230K
|
133K
$4.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.3K+ 35.22% |
$202K - $219K
|
24.2K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.96K+ 21.56% |
$191K - $207K
|
33.6K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.61K+ 0.76% |
$180K - $195K
|
748K
$26.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.47K+ 21.25% |
$175K - $190K
|
31.2K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
5.08K+ 30.69% |
$163K - $177K
|
21.7K
$776K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.15K+ 2.36% |
$133K - $144K
|
180K
$6.46M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.11KNew |
$132K - $143K
|
4.11K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.42K+ 12.63% |
$110K - $119K
|
30.5K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.26K+ 3.49% |
$104K - $113K
|
96.5K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.86K+ 1.98% |
$91.7K - $99.3K
|
147K
$5.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.44K+ 1.12% |
$78.1K - $84.6K
|
219K
$7.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.3K+ 10.32% |
$73.7K - $79.9K
|
24.6K
$880K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
2.06K+ 5572.97% |
$66.1K - $71.6K
|
2.1K
$75.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.06K+ 5.29% |
$66.1K - $71.6K
|
41K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.54K+ 315.34% |
$49.5K - $53.6K
|
2.03K
$72.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5K+ 467.29% |
$48.1K - $52.1K
|
1.82K
$65.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.4K+ 6.19% |
$44.8K - $48.6K
|
24K
$859K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.35K+ 1.92% |
$43.4K - $47K
|
71.9K
$2.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.24K+ 2.89% |
$39.7K - $43K
|
44.1K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 18.46% |
$38.7K - $41.9K
|
7.74K
$277K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.05K+ 0.45% |
$33.7K - $36.5K
|
233K
$8.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
980+ 5.88% |
$31.4K - $34K
|
17.6K
$632K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
906+ 1.28% |
$29.1K - $31.5K
|
71.8K
$2.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
904+ 1.15% |
$29K - $31.4K
|
79.5K
$2.85M
|