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Get Institutions for : 
Schwab Fundamental Us Small Company Index (FNDA)  
$56.35 0.32 (0.57%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 340    31
Total shares held : 
 110,956,881  
% of shares held : 
 86.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   76  
Amount of shares held : 
 2,855,025  
% of shares held change : 
   2.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.90  
Last Quarter's Ending Price : 
 $55.35  
Last Quarter's Average Price : 
 $49.60  
Change from last quarter's     
avg. price to the last closing  : 
6.75 (13.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
47
 694,382
 0.63%
 
Increased Positions :
127
 2,736,992
 2.47%
 
Unchanged Positions :
84
 1,134,300
 1.02%
 
Decreased Positions :
82
-515,571
-0.46%
 
Closed Positions :
16
-60,778
-0.05%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TOMPKINS FINANCIAL CORP 617 *Closed 2024-03-31 0 $0 -120
   Planned Solutions Inc. 114 *Closed 2024-03-31 0 $0 -2,645
   Atlantic Edge Private Wealth Management LLC 473 *Closed 2024-03-31 0 $0 -44
   ADVISORY SERVICES NETWORK, LLC 1985 *Closed 2024-03-31 0 $0 -2,819
   BOS Asset Management LLC 160 *Closed 2024-03-31 0 $0 -3,758
   Life Planning Partners Inc 71 *Closed 2024-03-31 0 $0 -121
   SHEETS SMITH & ASSOCIATES INC 405 *Closed 2024-03-31 0 $0 -1,968
   GLENMEDE TRUST CO NA 1319 *Closed 2023-12-31 0 $0 -30
   Ulland Investment Advisors LLC 230 *Closed 2024-03-31 0 $0 -39
   Rockbridge Investment Management LCC 817 *Closed 2023-12-31 0 $0 -179
   McClarren Financial Advisors Inc. 301 *Closed 2024-03-31 0 $0 -753
   GTS SECURITIES LLC 1581 *Closed 2023-12-31 0 $0 -5,338
   Glass Jacobson Investment Advisors llc 728 *Closed 2024-03-31 0 $0 -892
   Impact Partnership Wealth LLC 965 *Closed 2023-12-31 0 $0 -24
   TSFG LLC 857 *Closed 2024-03-31 0 $0 -27
   McGlone Suttner Wealth Management Inc. 593 *Closed 2024-03-31 0 $0 -237
   Efficient Wealth Management LLC 1199 *Closed 2024-03-31 0 $0 -28
   InterOcean Capital Group LLC 468 *Closed 2023-12-31 0 $0 -4,690
   Ronald Blue Trust Inc. 2609 *Closed 2024-03-31 0 $0 -1,778
   Lindbrook Capital LLC 2713 *Closed 2024-03-31 0 $0 -35
   MAIN STREET RESEARCH LLC 111 *Closed 2024-03-31 0 $0 -4,378
   Bogart Wealth LLC 1117 *Closed 2024-03-31 0 $0 -31
   Sage Mountain Advisors LLC 413 *Closed 2024-03-31 0 $0 -60
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 481 *Closed 2024-03-31 0 $0 -722
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6480 *Closed 2024-03-31 0 $0 -52,764
   CITADEL ADVISORS LLC 6517 *Closed 2023-12-31 0 $0 -20,359
   FTB Advisors Inc. 2483 *Closed 2024-03-31 0 $0 -53
   Bradley & Co. Private Wealth Management LLC 195 *Closed 2024-03-31 0 $0 -320
   Ten Capital Wealth Advisors LLC 593 *Closed 2023-06-30 0 $0 -87
   Raleigh Capital Management Inc. 1087 *Closed 2023-12-31 0 $0 -19
  30 Records found
  1    
  Page 1 of 1
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