Purchases and Sales Made in Q1 2025 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 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 21, 2025 Q1 2025
Dunhill Financial, LLC

London, X0
BUY
 -
598
New
$16.1K - $18.5K
598 $16.5K
Apr 14, 2025 Q1 2025
Revolve Wealth Partners, LLC

BUY
 -
594
+ 6.88%
$16K - $18.4K
9.23K $255K
May 13, 2025 Q1 2025
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
568
+ 4.43%
$15.3K - $17.6K
13.4K $370K
May 06, 2025 Q1 2025
Tempus Wealth Planning, LLC

BUY
 -
531
+ 3.47%
$14.3K - $16.5K
15.8K $437K
Apr 16, 2025 Q1 2025
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
502
+ 0.18%
$13.5K - $15.6K
273K $7.53M
May 15, 2025 Q1 2025
Caprock Group, Inc.

BUY
 -
460
+ 3.94%
$12.4K - $14.3K
12.1K $335K
Apr 24, 2025 Q1 2025
Lafayette Investments, Inc.

BUY
 -
401
+ 3.3%
$10.8K - $12.4K
12.6K $347K
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

BUY
 -
373
+ 1.18%
$10K - $11.6K
32.1K $885K
May 01, 2025 Q1 2025
Bridge Generations Wealth Management LLC

South Miami, FL
BUY
 -
346
+ 159.45%
$9.3K - $10.7K
563 $15.5K
Apr 22, 2025 Q1 2025
Clearview Wealth Advisors LLC

BUY
 -
318
+ 2.32%
$8.54K - $9.85K
14K $388K
Apr 15, 2025 Q1 2025
Fifth Third Bancorp

BUY
 -
294
+ 22.55%
$7.9K - $9.11K
1.6K $44.1K
May 06, 2025 Q1 2025
Noesis Capital Mangement Corp

BUY
 -
276
+ 2.6%
$7.42K - $8.55K
10.9K $301K
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
270
+ 22.92%
$7.25K - $8.37K
1.45K $40K
May 07, 2025 Q1 2025
Patten & Patten Inc

BUY
 -
264
+ 3.69%
$7.09K - $8.18K
7.42K $205K
May 12, 2025 Q1 2025
South State Corp

BUY
 -
260
New
$6.99K - $8.06K
260 $7.18K
Apr 21, 2025 Q1 2025
Townsend Asset Management Corp

BUY
 -
252
+ 0.87%
$6.77K - $7.81K
29.3K $808K
Apr 28, 2025 Q1 2025
Red Mountain Financial, LLC

Fort Collins, CO
BUY
 -
234
+ 0.69%
$6.29K - $7.25K
34.2K $944K
May 13, 2025 Q1 2025
Bokf, Na

Tulsa, OK
BUY
 -
172
+ 573.33%
$4.62K - $5.33K
202 $5.58K
May 15, 2025 Q1 2025
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
160
New
$4.3K - $4.96K
160 $4.42K
May 08, 2025 Q1 2025
Cheviot Value Management, LLC

BUY
 -
152
New
$4.08K - $4.71K
152 $4.2K
May 09, 2025 Q1 2025
Greykasell Wealth Strategies, Inc.

Danville, CA
BUY
 -
148
New
$3.98K - $4.59K
148 $4.09K
Apr 23, 2025 Q1 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
132
+ 0.86%
$3.55K - $4.09K
15.5K $427K
Apr 29, 2025 Q1 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
121
+ 1.05%
$3.25K - $3.75K
11.6K $321K
May 15, 2025 Q1 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
121
+ 0.29%
$3.25K - $3.75K
42.5K $1.17M
Apr 25, 2025 Q1 2025
Westside Investment Management, Inc.

BUY
 -
114
New
$3.06K - $3.53K
114 $3.15K
Apr 28, 2025 Q1 2025
First Horizon Advisors, Inc.

BUY
 -
106
New
$2.85K - $3.28K
106 $2.93K
May 09, 2025 Q1 2025
Blair William & CO

Chicago, IL
BUY
 -
91
+ 1.15%
$2.45K - $2.82K
8.02K $222K
May 06, 2025 Q1 2025
Assetmark, Inc

BUY
 -
88
+ 8.37%
$2.36K - $2.73K
1.14K $31.5K
May 09, 2025 Q1 2025
Chicago Partners Investment Group LLC

BUY
 -
84
+ 0.48%
$2.26K - $2.6K
17.7K $489K
Apr 22, 2025 Q1 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
70
New
$1.88K - $2.17K
70 $1.93K
Apr 30, 2025 Q1 2025
Valeo Financial Advisors, LLC

BUY
 -
67
+ 0.78%
$1.8K - $2.08K
8.64K $238K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
61
New
$1.64K - $1.89K
61 $1.68K
May 13, 2025 Q1 2025
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
61
+ 0.58%
$1.64K - $1.89K
10.5K $290K
Apr 16, 2025 Q1 2025
Patriot Investment Management Inc.

BUY
 -
57
+ 0.59%
$1.53K - $1.77K
9.75K $269K
Apr 16, 2025 Q1 2025
Iag Wealth Partners, LLC

BUY
 -
42
New
$1.13K - $1.3K
42 $1.16K
Apr 14, 2025 Q1 2025
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
41
+ 0.19%
$1.1K - $1.27K
21.6K $596K
May 15, 2025 Q1 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
39
+ 0.1%
$1.05K - $1.21K
38.9K $1.07M
Apr 30, 2025 Q1 2025
Financial Gravity Asset Management, Inc.

BUY
 -
38
New
$1.02K - $1.18K
38 $1.05K
Apr 07, 2025 Q1 2025
Howard Financial Services, Ltd.

BUY
 -
36
+ 0.1%
$967 - $1.12K
36.7K $1.01M
Apr 24, 2025 Q1 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
34
+ 0.21%
$914 - $1.05K
16.1K $444K
Apr 30, 2025 Q1 2025
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
27
+ 0.18%
$725 - $837
15.4K $426K
May 13, 2025 Q1 2025
Steward Partners Investment Advisory, LLC

BUY
 -
26
+ 1.48%
$699 - $806
1.78K $49.3K
Apr 17, 2025 Q1 2025
Brighton Jones LLC

BUY
 -
23
+ 0.18%
$618 - $713
12.8K $353K
May 05, 2025 Q1 2025
Auxano Advisors, LLC

BUY
 -
23
+ 0.19%
$618 - $713
12.3K $338K
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
21
+ 8.47%
$564 - $651
269 $7.43K
May 05, 2025 Q1 2025
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
18
+ 0.19%
$484 - $558
9.62K $266K
May 02, 2025 Q1 2025
Whittier Trust CO

BUY
 -
17
+ 0.2%
$457 - $527
8.72K $241K
May 13, 2025 Q1 2025
Wilkins Miller Wealth Management, LLC

Mobile, AL
BUY
 -
16
+ 0.2%
$430 - $496
8.21K $227K
May 05, 2025 Q1 2025
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
16
+ 0.18%
$430 - $496
8.79K $243K

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