Purchases and Sales Made in Q4 2021 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.77M+ 3.66% |
$64M - $70.5M
|
50.1M
$1.78B
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
651KNew |
$23.6M - $26M
|
651K
$23.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
138K+ 18.52% |
$4.99M - $5.5M
|
882K
$31.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66KNew |
$2.39M - $2.64M
|
66K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.8K+ 704.15% |
$2.38M - $2.62M
|
75.1K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
32.3K+ 4.31% |
$1.17M - $1.29M
|
782K
$27.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
19.6KNew |
$709K - $782K
|
19.6K
$695K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
18.7K+ 4.54% |
$676K - $746K
|
430K
$15.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$593K - $654K
|
16.4K
$581K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
16.2KNew |
$585K - $645K
|
16.2K
$573K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16.1KNew |
$583K - $642K
|
16.1K
$571K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16K+ 29.78% |
$580K - $639K
|
69.8K
$2.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.5K+ 3.9% |
$525K - $579K
|
386K
$13.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 32.49% |
$513K - $566K
|
57.8K
$2.05M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$500K - $551K
|
13.8K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12.9KNew |
$469K - $517K
|
12.9K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12.4KNew |
$450K - $496K
|
12.4K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2KNew |
$442K - $487K
|
12.2K
$433K
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
11.7K+ 13.56% |
$424K - $468K
|
98.1K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7K+ 176.74% |
$422K - $465K
|
18.3K
$648K
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
11.6KNew |
$420K - $463K
|
11.6K
$411K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.57K+ 7.58% |
$346K - $382K
|
136K
$4.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.08KNew |
$329K - $363K
|
9.08K
$322K
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
9.01K+ 5.11% |
$326K - $360K
|
185K
$6.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
8.56KNew |
$310K - $341K
|
8.56K
$304K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$306K - $337K
|
8.45K
$300K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
8.41K+ 11.18% |
$304K - $335K
|
83.6K
$2.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
8.22KNew |
$298K - $328K
|
8.22K
$292K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
7.97KNew |
$289K - $318K
|
7.97K
$283K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.61K+ 32.46% |
$276K - $304K
|
31.1K
$1.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
7.2K+ 13.86% |
$261K - $287K
|
59.1K
$2.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.79KNew |
$246K - $271K
|
6.79K
$241K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
6.74K+ 477.27% |
$244K - $269K
|
8.15K
$289K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.48K+ 8.54% |
$235K - $259K
|
82.3K
$2.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.32KNew |
$229K - $252K
|
6.32K
$224K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.32KNew |
$229K - $252K
|
6.32K
$224K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.26KNew |
$226K - $250K
|
6.26K
$222K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
5.76KNew |
$209K - $230K
|
5.76K
$204K
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
5.69KNew |
$206K - $227K
|
5.69K
$202K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.23K+ 32.14% |
$189K - $209K
|
21.5K
$763K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.55K+ 6.39% |
$165K - $182K
|
75.7K
$2.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.07K+ 3.64% |
$147K - $162K
|
116K
$4.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.96K+ 7.09% |
$143K - $158K
|
59.8K
$2.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.9K+ 2.83% |
$141K - $156K
|
142K
$5.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.8K+ 31.51% |
$137K - $152K
|
15.9K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.56K+ 26.0% |
$129K - $142K
|
17.3K
$612K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.42K+ 28.4% |
$124K - $136K
|
15.5K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.4K+ 22.06% |
$123K - $136K
|
18.8K
$667K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.27K+ 1.51% |
$118K - $130K
|
220K
$7.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
3.26K+ 4.88% |
$118K - $130K
|
70K
$2.48M
|