Purchases and Sales Made in Q2 2023 in Schwab Fundamental U S Small C (FNDA)

FNDA Quotes by TradingView

This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA) during Q2 2023. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S SMALL C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
4
+ 0.08%
$184 - $202
4.73K $141K
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
3
+ 0.4%
$138 - $151
746 $22.3K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
3
+ 0.37%
$138 - $151
809 $24.2K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2
+ 0.03%
$92.1 - $101
5.83K $174K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 1.89%
$46.1 - $50.5
54 $1.62K
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1
+ 10.0%
$46.1 - $50.5
11 $329
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

SELL
 -
-10
- 3.75%
$461 - $505
257 $7.69K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

SELL
 -
-10
- 0.18%
$461 - $505
5.6K $168K
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

SELL
 -
-13
- 0.3%
$599 - $656
4.35K $130K
Aug 14, 2023 Q2 2023
Jackson Hole Capital Partners, LLC

SELL
 -
-27
- 79.41%
$1.24K - $1.36K
7 $210
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-34
- 3.03%
$1.57K - $1.72K
1.09K $32.5K
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

SELL
 -
-55
- 13.35%
$2.53K - $2.77K
357 $10.7K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-55
- 0.22%
$2.53K - $2.77K
25.5K $763K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-73
- 0.23%
$3.36K - $3.68K
31.3K $938K
Jul 31, 2023 Q2 2023
Opus Capital Group, LLC

SELL
 -
-75
- 0.86%
$3.45K - $3.78K
8.67K $260K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

SELL
 -
-112
- 6.45%
$5.16K - $5.65K
1.63K $48.6K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

SELL
 -
-116
- 0.78%
$5.34K - $5.85K
14.8K $442K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-128
- 1.02%
$5.9K - $6.46K
12.4K $371K
Jul 24, 2023 Q2 2023
Bka Wealth Consulting, Inc.

SELL
 -
-149
- 2.86%
$6.86K - $7.52K
5.06K $151K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
SELL
 -
-158
- 0.38%
$7.28K - $7.97K
41.2K $1.23M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-189
- 0.4%
$8.71K - $9.54K
47.7K $1.43M
Aug 03, 2023 Q2 2023
Addison Advisors LLC

SELL
 -
-197
- 0.41%
$9.07K - $9.94K
48.4K $1.45M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-198
- 4.5%
$9.12K - $9.99K
4.2K $126K
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
SELL
 -
-247
- 1.99%
$11.4K - $12.5K
12.2K $364K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-250
- 9.06%
$11.5K - $12.6K
2.51K $75.1K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

SELL
 -
-251
- 5.53%
$11.6K - $12.7K
4.29K $128K
Aug 04, 2023 Q2 2023
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-295
- 0.98%
$13.6K - $14.9K
29.8K $893K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-319
- 0.51%
$14.7K - $16.1K
62.6K $1.87M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

SELL
 -
-352
- 0.23%
$16.2K - $17.8K
151K $4.53M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

SELL
 -
-460
- 63.62%
$21.2K - $23.2K
263 $7.87K
Jul 19, 2023 Q2 2023
Signature Estate & Investment Advisors LLC

SELL
 -
-576
- 2.41%
$26.5K - $29.1K
23.3K $698K
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-580
- 2.51%
$26.7K - $29.3K
22.6K $676K
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-600
- 9.56%
$27.6K - $30.3K
5.68K $170K
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

SELL
 -
-623
- 18.01%
$28.7K - $31.4K
2.84K $84.9K
Jul 10, 2023 Q2 2023
Appleton Partners Inc

SELL
 -
-646
- 8.97%
$29.8K - $32.6K
6.55K $196K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

SELL
 -
-805
- 73.25%
$37.1K - $40.6K
294 $8.8K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-812
- 6.69%
$37.4K - $41K
11.3K $339K
Jul 20, 2023 Q2 2023
Tiedemann Advisors, LLC

SELL
 -
-815
- 9.28%
$37.5K - $41.1K
7.97K $238K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-816
- 28.07%
$37.6K - $41.2K
2.09K $62.6K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

SELL
 -
-908
- 3.95%
$41.8K - $45.8K
22.1K $660K
Aug 04, 2023 Q2 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
SELL
 -
-940
- 2.54%
$43.3K - $47.4K
36.1K $1.08M
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
SELL
 -
-1.03K
- 32.97%
$47.4K - $52K
2.09K $62.7K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

SELL
 -
-1.09K
- 84.11%
$50K - $54.7K
205 $6.14K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

SELL
 -
-1.29K
- 1.41%
$59.5K - $65.2K
90.5K $2.71M
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-1.39K
- 80.5%
$64.1K - $70.2K
337 $10.1K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.54K
- 27.19%
$71.1K - $77.8K
4.13K $124K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
SELL
 -
-1.57K
- 62.66%
$72.4K - $79.3K
936 $28K
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-1.63K
- 2.46%
$75K - $82.1K
64.6K $1.93M

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