Purchases and Sales Made in Q4 2022 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
11+ 1.6% |
$296 - $353
|
700
$24.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
5+ 1.97% |
$135 - $161
|
259
$9.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5New |
$135 - $161
|
5
$177
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
2+ 0.01% |
$53.9 - $64.2
|
15K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.52% |
$26.9 - $32.1
|
67
$2.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.22% |
$26.9 - $32.1
|
457
$16.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1- 1.27% |
$26.9 - $32.1
|
78
$2.77K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 5.77% |
$80.8 - $96.3
|
49
$1.74K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-8- 1.46% |
$216 - $257
|
539
$19.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-11- 12.94% |
$296 - $353
|
74
$2.63K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-20- 16.39% |
$539 - $642
|
102
$3.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30- 0.95% |
$808 - $963
|
3.12K
$111K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-53- 13.32% |
$1.43K - $1.7K
|
345
$12.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-58- 1.56% |
$1.56K - $1.86K
|
3.66K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-72- 69.23% |
$1.94K - $2.31K
|
32
$1.14K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 21.32% |
$2.34K - $2.79K
|
321
$11.4K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-154Closed |
$4.15K - $4.94K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-230- 4.23% |
$6.2K - $7.38K
|
5.2K
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-283- 94.65% |
$7.62K - $9.08K
|
16
$568
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-661- 6.74% |
$17.8K - $21.2K
|
9.14K
$324K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-708- 24.05% |
$19.1K - $22.7K
|
2.24K
$79.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-753- 1.04% |
$20.3K - $24.2K
|
71.6K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.04K- 17.15% |
$27.9K - $33.2K
|
5K
$177K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.28K- 44.38% |
$34.4K - $41K
|
1.6K
$56.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.46K- 13.63% |
$39.3K - $46.8K
|
9.24K
$328K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.51K- 81.22% |
$40.5K - $48.3K
|
348
$12.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.6K- 7.8% |
$43.1K - $51.4K
|
18.9K
$671K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.7K- 2.82% |
$45.7K - $54.4K
|
58.4K
$2.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.89K- 10.89% |
$50.8K - $60.5K
|
15.4K
$548K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.97K- 3.55% |
$53.1K - $63.3K
|
53.5K
$1.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-2K- 9.26% |
$53.8K - $64.1K
|
19.6K
$694K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.01K- 21.83% |
$54K - $64.4K
|
7.18K
$255K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.84K- 98.72% |
$76.6K - $91.3K
|
37
$1.31K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.75K- 4.54% |
$101K - $120K
|
78.7K
$2.79M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-3.85K- 63.02% |
$104K - $123K
|
2.26K
$80K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.08K- 0.95% |
$110K - $131K
|
427K
$15.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.22K- 17.94% |
$114K - $135K
|
19.3K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.34K- 92.2% |
$117K - $139K
|
367
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.72K- 15.72% |
$154K - $184K
|
30.7K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.1K- 16.36% |
$164K - $196K
|
31.2K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.13K- 3.0% |
$192K - $229K
|
231K
$8.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-8.21K- 16.96% |
$221K - $264K
|
40.2K
$1.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-10.3K- 17.09% |
$277K - $331K
|
50K
$1.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.7K- 33.91% |
$315K - $376K
|
22.8K
$809K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-12.6K- 36.81% |
$339K - $404K
|
21.6K
$766K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.9K- 4.25% |
$347K - $413K
|
290K
$10.3M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.4KClosed |
$389K - $464K
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-17.4K- 18.16% |
$468K - $558K
|
78.3K
$2.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.1K- 23.6% |
$488K - $581K
|
58.6K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-19.4K- 2.65% |
$524K - $624K
|
713K
$25.3M
|