Purchases and Sales Made in Q4 2021 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 Q4 2021. 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
Jan 12, 2022 Q4 2021
Summit Financial Wealth Advisors, LLC

SELL
 -
-71
- 1.76%
$3.71K - $4.1K
3.96K $120K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-75
Closed
$3.92K - $4.33K
0 $0
Jan 28, 2022 Q4 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-76
Closed
$3.98K - $4.39K
0 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-82
Closed
$4.29K - $4.74K
0 $0
Feb 14, 2022 Q4 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-91
- 1.56%
$4.76K - $5.26K
5.73K $173K
Jan 31, 2022 Q4 2021
Relaxing Retirement Coach

SELL
 -
-101
- 2.02%
$5.28K - $5.83K
4.9K $148K
Jan 21, 2022 Q4 2021
First Pacific Financial

SELL
 -
-101
- 0.03%
$5.28K - $5.83K
384K $11.6M
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-111
- 2.28%
$5.81K - $6.41K
4.75K $144K
Feb 02, 2022 Q4 2021
Balentine LLC

Atlanta, GA
SELL
 -
-121
Closed
$6.33K - $6.99K
0 $0
Feb 15, 2022 Q4 2021
Colony Group LLC

Boston, MA
SELL
 -
-128
- 0.74%
$6.7K - $7.39K
17.2K $519K
Feb 09, 2022 Q4 2021
Delta Asset Management LLC

Memphis, TN
SELL
 -
-175
- 68.36%
$9.15K - $10.1K
81 $2.45K
Feb 14, 2022 Q4 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-205
- 7.12%
$10.7K - $11.8K
2.67K $80.8K
Feb 11, 2022 Q4 2021
Us Bancorp \De\

SELL
 -
-209
- 7.2%
$10.9K - $12.1K
2.69K $81.5K
Feb 11, 2022 Q4 2021
Mai Capital Management

SELL
 -
-213
- 2.24%
$11.1K - $12.3K
9.29K $281K
Jan 26, 2022 Q4 2021
Rhs Financial, LLC

SELL
 -
-218
- 3.58%
$11.4K - $12.6K
5.86K $177K
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-228
Closed
$11.9K - $13.2K
0 $0
Feb 08, 2022 Q4 2021
Mc Ilrath & Eck, LLC

SELL
 -
-228
- 38.97%
$11.9K - $13.2K
357 $10.8K
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-257
Closed
$13.4K - $14.8K
0 $0
Feb 01, 2022 Q4 2021
Jackson Creek Investment Advisors LLC

SELL
 -
-259
- 2.51%
$13.5K - $15K
10.1K $305K
Jan 25, 2022 Q4 2021
Harbor Group, Inc.

SELL
 -
-266
- 3.78%
$13.9K - $15.4K
6.77K $205K
Jan 24, 2022 Q4 2021
Ellevest, Inc.

SELL
 -
-267
Closed
$14K - $15.4K
0 $0
Jan 19, 2022 Q4 2021
Vista Wealth Management Group, LLC

SELL
 -
-268
- 2.31%
$14K - $15.5K
11.3K $343K
Feb 14, 2022 Q4 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-280
Closed
$14.6K - $16.2K
0 $0
Jan 28, 2022 Q4 2021
Bergan Kdv Wealth Management, LLC

SELL
 -
-285
- 71.61%
$14.9K - $16.5K
113 $3.42K
Feb 14, 2022 Q4 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-325
- 0.69%
$17K - $18.8K
46.6K $1.41M
Feb 09, 2022 Q4 2021
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-327
- 0.99%
$17.1K - $18.9K
32.7K $988K
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-360
Closed
$18.8K - $20.8K
0 $0
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-375
- 99.47%
$19.6K - $21.7K
2 $60.5
Jan 26, 2022 Q4 2021
Cabot Wealth Management Inc

SELL
 -
-389
- 0.49%
$20.3K - $22.5K
79K $2.39M
Jan 11, 2022 Q4 2021
Bedel Financial Consulting, Inc.

SELL
 -
-410
- 84.89%
$21.4K - $23.7K
73 $2.21K
Feb 09, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-430
- 36.97%
$22.5K - $24.8K
733 $22.2K
Dec 01, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-430
- 36.97%
$22.5K - $24.8K
733 $22.2K
Feb 11, 2022 Q4 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-440
- 2.13%
$23K - $25.4K
20.2K $610K
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

SELL
 -
-458
- 3.62%
$24K - $26.5K
12.2K $369K
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-484
- 89.63%
$25.3K - $28K
56 $1.69K
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

SELL
 -
-626
Closed
$32.7K - $36.2K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-689
Closed
$36K - $39.8K
0 $0
Feb 08, 2022 Q4 2021
Bank Of America Corp

Charlotte, NC
SELL
 -
-786
- 0.95%
$41.1K - $45.4K
81.6K $2.47M
Jan 21, 2022 Q4 2021
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-836
- 1.31%
$43.7K - $48.3K
62.9K $1.9M
Feb 02, 2022 Q4 2021
Sterling Financial Planning, Inc.

SELL
 -
-882
Closed
$46.1K - $51K
0 $0
Jan 21, 2022 Q4 2021
Prairie View Partners, LLC

SELL
 -
-903
- 1.69%
$47.2K - $52.2K
52.6K $1.59M
Feb 08, 2022 Q4 2021
Savant Capital, LLC

SELL
 -
-935
- 0.57%
$48.9K - $54K
163K $4.92M
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-950
- 4.83%
$49.7K - $54.9K
18.7K $567K
Jan 31, 2022 Q4 2021
Teamwork Financial Advisors, LLC

SELL
 -
-951
- 16.48%
$49.7K - $54.9K
4.82K $146K
Feb 11, 2022 Q4 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-1.18K
- 16.97%
$61.9K - $68.4K
5.79K $175K
Feb 11, 2022 Q4 2021
Financial Advisory Service, Inc.

SELL
 -
-1.2K
- 16.49%
$62.9K - $69.5K
6.09K $184K
Feb 01, 2022 Q4 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-1.21K
Closed
$63.2K - $69.8K
0 $0
Feb 02, 2022 Q4 2021
Austin Private Wealth, LLC

SELL
 -
-1.21K
- 15.77%
$63.5K - $70.1K
6.48K $196K
Feb 14, 2022 Q4 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-1.22K
- 12.37%
$64K - $70.7K
8.67K $262K

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