Purchases and Sales Made in Q1 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 Q1 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
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
513
+ 2.46%
$23.7K - $27.5K
21.4K $627K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
471
+ 19.45%
$21.8K - $25.3K
2.89K $84.7K
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

BUY
 -
452
+ 9.93%
$20.9K - $24.2K
5K $147K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
438
+ 136.45%
$20.2K - $23.5K
759 $22.2K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
407
+ 8.52%
$18.8K - $21.8K
5.19K $152K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
400
+ 1.83%
$18.5K - $21.5K
22.2K $651K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
337
+ 19.26%
$15.6K - $18.1K
2.09K $61.1K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
333
New
$15.4K - $17.9K
333 $9.75K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
332
+ 84.91%
$15.3K - $17.8K
723 $21.2K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
330
+ 2.79%
$15.2K - $17.7K
12.1K $356K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
292
+ 5.42%
$13.5K - $15.7K
5.68K $166K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
285
+ 2.33%
$13.2K - $15.3K
12.5K $367K
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
260
+ 2.16%
$12K - $13.9K
12.3K $360K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
243
+ 101.25%
$11.2K - $13K
483 $14.1K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
180
New
$8.32K - $9.65K
180 $5.27K
Apr 10, 2023 Q1 2023
Appleton Partners Inc

BUY
 -
146
+ 2.07%
$6.75K - $7.83K
7.2K $211K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
145
New
$6.7K - $7.78K
145 $4.25K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
138
+ 23.55%
$6.38K - $7.4K
724 $21.2K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
136
New
$6.28K - $7.29K
136 $3.98K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
133
+ 2.9%
$6.15K - $7.13K
4.73K $138K
Apr 19, 2023 Q1 2023
Patriot Investment Management Inc.

BUY
 -
123
+ 2.78%
$5.68K - $6.6K
4.55K $133K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
109
+ 1.63%
$5.04K - $5.85K
6.79K $199K
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
107
+ 1.11%
$4.94K - $5.74K
9.79K $287K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
102
+ 0.39%
$4.71K - $5.47K
26.3K $770K
May 10, 2023 Q1 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
99
+ 1.85%
$4.57K - $5.31K
5.46K $160K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
84
+ 32.68%
$3.88K - $4.5K
341 $9.99K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
80
New
$3.7K - $4.29K
80 $2.34K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
64
+ 266.67%
$2.96K - $3.43K
88 $2.58K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
56
New
$2.59K - $3K
56 $1.64K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
55
+ 15.41%
$2.54K - $2.95K
412 $12.1K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
46
New
$2.13K - $2.47K
46 $1.35K
Apr 05, 2023 Q1 2023
Howard Financial Services, Ltd.

BUY
 -
43
+ 0.26%
$1.99K - $2.31K
16.4K $479K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
41
+ 341.67%
$1.89K - $2.2K
53 $1.55K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
38
+ 1.07%
$1.76K - $2.04K
3.58K $105K
May 15, 2023 Q1 2023
Jackson Hole Capital Partners, LLC

BUY
 -
34
New
$1.57K - $1.82K
34 $996
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
33
+ 0.27%
$1.52K - $1.77K
12.3K $361K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
33
+ 0.29%
$1.52K - $1.77K
11.3K $332K
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
29
+ 43.94%
$1.34K - $1.56K
95 $2.78K
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
25
+ 0.29%
$1.16K - $1.34K
8.78K $257K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
24
+ 6.63%
$1.11K - $1.29K
386 $11.3K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
20
+ 0.43%
$924 - $1.07K
4.72K $138K
Apr 03, 2023 Q1 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
19
+ 5.9%
$878 - $1.02K
341 $9.99K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
17
+ 0.3%
$786 - $912
5.6K $164K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
16
New
$739 - $858
16 $469
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

BUY
 -
15
+ 0.02%
$693 - $804
81.5K $2.39M
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
13
+ 0.14%
$601 - $697
9.07K $266K
May 11, 2023 Q1 2023
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
13
+ 0.29%
$601 - $697
4.51K $132K
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
11
+ 0.31%
$508 - $590
3.53K $104K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
10
+ 3.89%
$462 - $536
267 $7.82K

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