Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Nov 07, 2022 Q3 2022
Cutler Investment Counsel LLC

BUY
 -
2.83K
+ 10.91%
$120K - $148K
28.8K $732K
Oct 18, 2022 Q3 2022
Alpha Omega Wealth Management LLC

BUY
 -
2.8K
+ 17.46%
$119K - $146K
18.8K $480K
Oct 17, 2022 Q3 2022
Cambridge Advisors Inc.

BUY
 -
2.77K
+ 16.27%
$118K - $145K
19.8K $503K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
2.74K
+ 32.13%
$117K - $143K
11.3K $287K
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.66K
+ 38.95%
$113K - $139K
9.49K $241K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.29K
+ 24.42%
$97.5K - $120K
11.7K $297K
Nov 09, 2022 Q3 2022
Ddd Partners, LLC

BUY
 -
2.26K
+ 19.19%
$96K - $118K
14K $357K
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.12K
+ 4.5%
$89.9K - $110K
49.2K $1.25M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.12K
+ 4.5%
$89.9K - $110K
49.2K $1.25M
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
1.92K
+ 1.2%
$81.8K - $100K
162K $4.12M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.67K
+ 19.41%
$70.8K - $87K
10.2K $261K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.66K
+ 33.07%
$70.8K - $86.9K
6.7K $170K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.66K
+ 33.64%
$70.7K - $86.9K
6.61K $168K
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
1.58K
+ 1.67%
$67.1K - $82.4K
96.1K $2.44M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1.43K
+ 1040.15%
$60.6K - $74.4K
1.56K $39.7K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
1.4K
New
$59.4K - $73K
1.4K $35.6K
Nov 14, 2022 Q3 2022
Reston Wealth Management LLC

BUY
 -
1.35K
+ 3.17%
$57.2K - $70.2K
43.8K $1.11M
Nov 09, 2022 Q3 2022
Jackson Creek Investment Advisors LLC

BUY
 -
1.28K
+ 12.28%
$54.2K - $66.6K
11.7K $297K
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
1.25K
+ 5.84%
$53.2K - $65.4K
22.7K $577K
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
1.21K
+ 56.74%
$51.6K - $63.4K
3.35K $85.2K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.06K
New
$44.9K - $55.2K
1.06K $26.9K
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
988
+ 4.61%
$42K - $51.6K
22.4K $570K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
833
+ 23.94%
$35.4K - $43.5K
4.31K $110K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
788
+ 13.38%
$33.5K - $41.2K
6.68K $170K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
737
New
$31.3K - $38.5K
737 $18.7K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
694
+ 289.17%
$29.5K - $36.2K
934 $23.8K
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
652
New
$27.7K - $34.1K
652 $16.6K
Oct 25, 2022 Q3 2022
Morris Financial Concepts, Inc.

BUY
 -
586
+ 10.37%
$24.9K - $30.6K
6.24K $159K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
464
+ 7.34%
$19.7K - $24.2K
6.79K $173K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
452
+ 11.44%
$19.2K - $23.6K
4.4K $112K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
381
New
$16.2K - $19.9K
381 $9.69K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
378
+ 4.25%
$16.1K - $19.7K
9.27K $236K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
340
+ 0.51%
$14.5K - $17.8K
67.2K $1.71M
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
327
+ 6.6%
$13.9K - $17.1K
5.28K $134K
Nov 10, 2022 Q3 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
302
+ 1.89%
$12.8K - $15.8K
16.3K $414K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
230
+ 2.05%
$9.78K - $12K
11.4K $291K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
212
+ 12.18%
$9.01K - $11.1K
1.95K $49.7K
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
210
+ 23.76%
$8.93K - $11K
1.09K $27.8K
Nov 02, 2022 Q3 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
205
New
$8.72K - $10.7K
205 $5.22K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
192
New
$8.16K - $10K
192 $4.88K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
182
New
$7.74K - $9.51K
182 $4.63K
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
150
New
$6.38K - $7.83K
150 $3.82K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
114
+ 0.91%
$4.85K - $5.95K
12.6K $321K
Nov 08, 2022 Q3 2022
Accredited Investors Inc.

BUY
 -
108
+ 2.23%
$4.59K - $5.64K
4.94K $126K
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
101
+ 9.61%
$4.29K - $5.28K
1.15K $29.3K
Oct 24, 2022 Q3 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
93
+ 1.52%
$3.95K - $4.86K
6.2K $158K
Oct 20, 2022 Q3 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
90
New
$3.83K - $4.7K
90 $2.29K
Nov 09, 2022 Q3 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
88
+ 65.67%
$3.74K - $4.6K
222 $5.65K
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
77
+ 0.17%
$3.27K - $4.02K
44.8K $1.14M

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