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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.7KNew |
$449K - $518K
|
16.7K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.5KNew |
$416K - $480K
|
15.5K
$427K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
15.1K+ 1.84% |
$404K - $466K
|
833K
$23M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
14.1KNew |
$379K - $437K
|
14.1K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
13.8K+ 13.44% |
$370K - $427K
|
116K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
13.7KNew |
$367K - $424K
|
13.7K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13.2KNew |
$356K - $410K
|
13.2K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 4.83% |
$324K - $374K
|
262K
$7.23M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$312K - $359K
|
11.6K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11K+ 37.0% |
$295K - $340K
|
40.6K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$277K - $319K
|
10.3K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.2K+ 9.63% |
$274K - $316K
|
116K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.1KNew |
$271K - $312K
|
10.1K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
10.1K+ 87.38% |
$271K - $312K
|
21.6K
$596K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$269K - $310K
|
10K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
9.43K+ 7.09% |
$253K - $292K
|
142K
$3.93M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.2K+ 9.01% |
$247K - $285K
|
111K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.17K+ 4.64% |
$247K - $284K
|
207K
$5.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.17K+ 100.0% |
$246K - $284K
|
18.3K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.1K+ 13.48% |
$245K - $282K
|
76.6K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.45KNew |
$227K - $262K
|
8.45K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.24K+ 2.89% |
$221K - $255K
|
293K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.17KNew |
$220K - $253K
|
8.17K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.71KNew |
$207K - $239K
|
7.71K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.65K+ 13.69% |
$206K - $237K
|
63.5K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
7.58K+ 5.04% |
$204K - $235K
|
158K
$4.36M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.81K+ 24.23% |
$183K - $211K
|
34.9K
$964K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6.48K+ 3.44% |
$174K - $201K
|
195K
$5.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.03K+ 0.98% |
$162K - $187K
|
619K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 17.6% |
$161K - $186K
|
40.1K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.83K+ 45.61% |
$157K - $181K
|
18.6K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.82K+ 10.04% |
$156K - $180K
|
63.8K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.8K+ 78.75% |
$156K - $180K
|
13.2K
$363K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.79K+ 1.23% |
$156K - $179K
|
475K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5.63K+ 5.13% |
$151K - $174K
|
115K
$3.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.38K+ 72.47% |
$145K - $167K
|
12.8K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.33K+ 5.74% |
$143K - $165K
|
98.2K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.3K+ 20.0% |
$142K - $164K
|
31.8K
$877K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.69K+ 3.21% |
$126K - $145K
|
151K
$4.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.39K+ 56.07% |
$118K - $136K
|
12.2K
$337K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.99K+ 7.36% |
$107K - $124K
|
58.3K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.94K+ 4.61% |
$106K - $122K
|
89.4K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.9K+ 6.75% |
$105K - $121K
|
61.7K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.77K+ 6.87% |
$101K - $117K
|
58.6K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.7K+ 24.58% |
$99.4K - $115K
|
18.7K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.64K+ 6.96% |
$97.7K - $113K
|
55.9K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.56K+ 18.6% |
$95.5K - $110K
|
22.7K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.55K+ 1.38% |
$95.4K - $110K
|
261K
$7.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.52K+ 29.77% |
$94.6K - $109K
|
15.3K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.51K+ 1.7% |
$94.3K - $109K
|
209K
$5.78M
|