Purchases and Sales Made in Q1 2025 in Schwab Fundamental U S Small C (FNDA)
This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA) during Q1 2025. 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 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.1M+ 0.55% |
$29.6M - $34.1M
|
200M
$5.53B
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
464K+ 64.42% |
$12.5M - $14.4M
|
1.18M
$32.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
368K+ 278.81% |
$9.88M - $11.4M
|
499K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
260K+ 26.34% |
$6.97M - $8.04M
|
1.25M
$34.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
161K+ 24.03% |
$4.32M - $4.98M
|
830K
$22.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
119KNew |
$3.19M - $3.68M
|
119K
$3.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
117K+ 8.08% |
$3.15M - $3.63M
|
1.57M
$43.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
114K+ 11.39% |
$3.06M - $3.53M
|
1.11M
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
113K+ 130.05% |
$3.04M - $3.5M
|
200K
$5.52M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
101KNew |
$2.71M - $3.12M
|
101K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
67.6K+ 3.69% |
$1.82M - $2.09M
|
1.9M
$52.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
62.4K+ 27.62% |
$1.68M - $1.93M
|
288K
$7.96M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
58.6K+ 7.44% |
$1.57M - $1.82M
|
846K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
55.1KNew |
$1.48M - $1.71M
|
55.1K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.7K+ 11.8% |
$1.2M - $1.38M
|
423K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
40.6KNew |
$1.09M - $1.26M
|
40.6K
$1.12M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
40.4K+ 349.87% |
$1.09M - $1.25M
|
51.9K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
40.3K+ 1.55% |
$1.08M - $1.25M
|
2.64M
$72.8M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
39.5KNew |
$1.06M - $1.22M
|
39.5K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.4K+ 14.37% |
$1.06M - $1.22M
|
313K
$8.65M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.9K+ 5.17% |
$1.05M - $1.21M
|
792K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
38.5KNew |
$1.03M - $1.19M
|
38.5K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 58.33% |
$1.03M - $1.19M
|
104K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
37.4K+ 358.61% |
$1M - $1.16M
|
47.8K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 9.71% |
$943K - $1.09M
|
396K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
31.3K+ 13.25% |
$842K - $971K
|
268K
$7.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
29.7K+ 8.09% |
$799K - $921K
|
397K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.2KNew |
$784K - $905K
|
29.2K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29K+ 135.19% |
$779K - $898K
|
50.4K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
28.2K+ 2.71% |
$758K - $874K
|
1.07M
$29.5M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
27.4K+ 5.64% |
$737K - $850K
|
514K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
26.7K+ 9402.11% |
$717K - $827K
|
27K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.9KNew |
$697K - $804K
|
25.9K
$716K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
24.4KNew |
$655K - $755K
|
24.4K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
23.9K+ 145.48% |
$641K - $739K
|
40.3K
$1.11M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
23.6KNew |
$635K - $732K
|
23.6K
$652K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
22.9K+ 5.45% |
$615K - $709K
|
442K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
22.7K+ 6.34% |
$609K - $702K
|
380K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22.6K+ 1.1% |
$608K - $702K
|
2.09M
$57.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
22.4K+ 3.83% |
$602K - $695K
|
608K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.4K+ 29.26% |
$601K - $693K
|
98.8K
$2.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21.5K+ 2207.2% |
$576K - $665K
|
22.4K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
20.8K+ 19.41% |
$560K - $646K
|
128K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.7K+ 21.42% |
$556K - $641K
|
117K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.5K+ 7.29% |
$550K - $635K
|
302K
$8.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.9K+ 2.19% |
$507K - $585K
|
879K
$24.3M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
18.7KNew |
$503K - $580K
|
18.7K
$517K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
18.6K+ 5.02% |
$500K - $577K
|
390K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7K+ 19.66% |
$477K - $550K
|
108K
$2.98M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
17.6K+ 4.02% |
$472K - $545K
|
454K
$12.5M
|