Purchases and Sales Made in Q4 2023 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.02K+ 2.09% |
$60.9K - $70.3K
|
98.5K
$3.49M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.79KNew |
$54.1K - $62.3K
|
1.79K
$63.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.67KNew |
$50.6K - $58.4K
|
1.67K
$59.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.52K+ 301.59% |
$45.9K - $52.9K
|
2.02K
$71.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.46K+ 350.96% |
$44.1K - $50.9K
|
1.88K
$66.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.34K+ 6.13% |
$40.6K - $46.8K
|
23.2K
$824K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.3K+ 5.98% |
$39.1K - $45.2K
|
22.9K
$814K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.29KNew |
$39.1K - $45.1K
|
1.29K
$45.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.28K+ 1.78% |
$38.6K - $44.6K
|
73.1K
$2.59M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.23K+ 0.42% |
$37K - $42.7K
|
294K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14K+ 3.74% |
$34.5K - $39.8K
|
31.7K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.1KNew |
$33.3K - $38.4K
|
1.1K
$39K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
992New |
$30K - $34.6K
|
992
$35.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
963+ 13.51% |
$29.1K - $33.6K
|
8.09K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
804+ 1.29% |
$24.3K - $28K
|
63K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
780+ 0.98% |
$23.6K - $27.2K
|
80.3K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
732+ 7.51% |
$22.1K - $25.5K
|
10.5K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
653New |
$19.7K - $22.8K
|
653
$23.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
624+ 0.23% |
$18.9K - $21.8K
|
272K
$9.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
527+ 418.25% |
$15.9K - $18.4K
|
653
$23.2K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
461New |
$13.9K - $16.1K
|
461
$16.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
455New |
$13.8K - $15.9K
|
455
$16.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
444+ 1.93% |
$13.4K - $15.5K
|
23.4K
$831K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
399+ 643.55% |
$12.1K - $13.9K
|
461
$16.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
387New |
$11.7K - $13.5K
|
387
$13.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
363+ 3.81% |
$11K - $12.7K
|
9.89K
$351K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
360+ 1.73% |
$10.9K - $12.6K
|
21.1K
$749K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
326+ 0.8% |
$9.85K - $11.4K
|
41.3K
$1.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300New |
$9.07K - $10.5K
|
300
$10.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
292+ 0.34% |
$8.83K - $10.2K
|
85.9K
$3.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
281New |
$8.49K - $9.8K
|
281
$9.97K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
267New |
$8.07K - $9.31K
|
267
$9.47K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
233New |
$7.04K - $8.12K
|
233
$8.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
204+ 2.08% |
$6.17K - $7.11K
|
9.99K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
197New |
$5.96K - $6.87K
|
197
$6.99K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
174+ 1.69% |
$5.26K - $6.07K
|
10.5K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
145+ 0.72% |
$4.38K - $5.06K
|
20.4K
$723K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
126+ 4.08% |
$3.81K - $4.39K
|
3.21K
$114K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
104+ 2.12% |
$3.14K - $3.63K
|
5.01K
$178K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
92New |
$2.78K - $3.21K
|
92
$3.26K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
89New |
$2.69K - $3.1K
|
89
$3.16K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
82New |
$2.48K - $2.86K
|
82
$2.91K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80New |
$2.42K - $2.79K
|
80
$2.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
68New |
$2.06K - $2.37K
|
68
$2.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
57+ 0.2% |
$1.72K - $1.99K
|
28.2K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
47+ 3.03% |
$1.42K - $1.64K
|
1.6K
$56.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
43+ 2.28% |
$1.3K - $1.5K
|
1.93K
$68.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 2.31% |
$1.27K - $1.46K
|
1.86K
$66.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
39New |
$1.18K - $1.36K
|
39
$1.38K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35+ 0.85% |
$1.06K - $1.22K
|
4.15K
$147K
|