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 11, 2025 Q1 2025
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
14
+ 0.12%
$376 - $434
11.6K $320K
Apr 21, 2025 Q1 2025
Cabot Wealth Management Inc

BUY
 -
14
+ 0.01%
$376 - $434
146K $4.04M
May 16, 2025 Q1 2025
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
14
New
$376 - $434
14 $387
Apr 24, 2025 Q1 2025
Falcon Wealth Planning

BUY
 -
12
+ 0.16%
$322 - $372
7.62K $210K
May 12, 2025 Q1 2025
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
10
+ 0.09%
$269 - $310
11.3K $311K
Apr 17, 2025 Q1 2025
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
10
+ 18.18%
$269 - $310
65 $1.79K
May 14, 2025 Q1 2025
Td Capital Management LLC

Memphis, TN
BUY
 -
9
+ 0.19%
$242 - $279
4.7K $130K
Apr 25, 2025 Q1 2025
Red Tortoise LLC

Atlanta, GA
BUY
 -
5
+ 0.11%
$134 - $155
4.71K $130K
Apr 30, 2025 Q1 2025
Opus Capital Group, LLC

BUY
 -
3
+ 0.02%
$80.6 - $93
17.2K $474K
Apr 25, 2025 Q1 2025
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
3
+ 0.02%
$80.6 - $93
14K $388K
May 12, 2025 Q1 2025
Bristlecone Advisors, LLC

BUY
 -
2
+ 0.22%
$53.7 - $62
915 $25.3K
May 12, 2025 Q1 2025
Citigroup Inc

BUY
 -
2
+ 0.19%
$53.7 - $62
1.07K $29.5K
May 15, 2025 Q1 2025
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
2
+ 0.01%
$53.7 - $62
15.9K $438K
Apr 28, 2025 Q1 2025
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
2
+ 0.23%
$53.7 - $62
881 $24.3K
May 09, 2025 Q1 2025
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
1
+ 0.13%
$26.9 - $31
759 $21K
May 05, 2025 Q1 2025
Archer Investment Corp

BUY
 -
1
+ 0.4%
$26.9 - $31
252 $6.96K
Apr 28, 2025 Q1 2025
Rosenberg Matthew Hamilton

BUY
 -
0
New
$0 - $0
0 $0
May 05, 2025 Q1 2025
Lindbrook Capital, LLC

BUY
 -
0
New
$0 - $0
0 $0
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 29, 2025 Q1 2025
Financial Counselors Inc

SELL
 -
-8
- 0.1%
$215 - $248
8.33K $230K
May 15, 2025 Q1 2025
Prospera Financial Services Inc

SELL
 -
-18
- 0.15%
$484 - $558
12.3K $339K
May 15, 2025 Q1 2025
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-24
- 0.54%
$645 - $744
4.4K $122K
Apr 25, 2025 Q1 2025
Valley National Advisers Inc

SELL
 -
-32
- 1.14%
$860 - $992
2.77K $76.4K
May 14, 2025 Q1 2025
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-44
- 2.75%
$1.18K - $1.36K
1.55K $42.9K
Apr 24, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-48
- 50.0%
$1.29K - $1.49K
48 $1.33K
Apr 14, 2025 Q1 2025
International Private Wealth Advisors LLC

San Diego, CA
SELL
 -
-51
- 0.69%
$1.37K - $1.58K
7.33K $202K
Apr 23, 2025 Q1 2025
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-53
- 3.02%
$1.42K - $1.64K
1.7K $47K
May 14, 2025 Q1 2025
Huntington National Bank

Columbus, OH
SELL
 -
-82
- 51.9%
$2.2K - $2.54K
76 $2.1K
Apr 22, 2025 Q1 2025
Yoder Wealth Management, Inc.

Walnut Creek, CA
SELL
 -
-100
- 0.13%
$2.69K - $3.1K
77.1K $2.13M
Apr 15, 2025 Q1 2025
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-108
- 1.44%
$2.9K - $3.35K
7.37K $204K
Apr 21, 2025 Q1 2025
Org Partners LLC

Roanoke, IN
SELL
 -
-109
- 1.49%
$2.93K - $3.38K
7.18K $198K
Apr 17, 2025 Q1 2025
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-119
- 0.1%
$3.2K - $3.69K
114K $3.16M
Apr 18, 2025 Q1 2025
Dhjj Financial Advisors, Ltd.

SELL
 -
-128
- 3.14%
$3.44K - $3.97K
3.95K $109K
May 05, 2025 Q1 2025
Financial Advisory Service, Inc.

SELL
 -
-153
- 9.21%
$4.11K - $4.74K
1.51K $41.7K
Apr 22, 2025 Q1 2025
Pennsylvania Capital Management Inc

SELL
 -
-174
- 1.21%
$4.68K - $5.39K
14.2K $393K
Apr 23, 2025 Q1 2025
Northland Capital Management LLC

SELL
 -
-198
- 0.23%
$5.32K - $6.14K
85.2K $2.35M
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

SELL
 -
-242
- 16.81%
$6.5K - $7.5K
1.2K $33.1K
May 14, 2025 Q1 2025
Quadcap Wealth Management, LLC

Frisco, TX
SELL
 -
-244
- 1.19%
$6.56K - $7.56K
20.3K $561K
May 06, 2025 Q1 2025
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-247
- 0.37%
$6.64K - $7.65K
66.8K $1.84M
Apr 25, 2025 Q1 2025
Mather Group, Llc.

Chicago, IL
SELL
 -
-250
- 0.27%
$6.72K - $7.75K
93.6K $2.58M
Apr 02, 2025 Q1 2025
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-265
- 41.02%
$7.12K - $8.21K
381 $10.5K
Apr 24, 2025 Q1 2025
Clay Northam Wealth Management, LLC

SELL
 -
-285
- 1.45%
$7.66K - $8.83K
19.3K $533K
Apr 16, 2025 Q1 2025
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-310
- 1.83%
$8.33K - $9.61K
16.6K $459K
Apr 07, 2025 Q1 2025
Goal Vest Advisory LLC

SELL
 -
-335
- 19.85%
$9K - $10.4K
1.35K $37.4K
May 13, 2025 Q1 2025
10 Elms LLP

Tulsa, OK
SELL
 -
-356
- 2.06%
$9.57K - $11K
16.9K $467K
Apr 30, 2025 Q1 2025
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-366
- 1.27%
$9.83K - $11.3K
28.5K $786K
Apr 17, 2025 Q1 2025
Sprinkle Financial Consultants LLC

Littleton, CO
SELL
 -
-369
- 4.06%
$9.92K - $11.4K
8.71K $240K
May 01, 2025 Q1 2025
Exchange Capital Management, Inc.

SELL
 -
-380
- 4.68%
$10.2K - $11.8K
7.74K $214K
May 14, 2025 Q1 2025
Comerica Bank

SELL
 -
-386
- 1.41%
$10.4K - $12K
26.9K $743K

Track Institutional and Insider Activities on FNDA

Follow SCHWAB FUNDAMENTAL U S SMALL C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FNDA shares.

Notify only if

Insider Trading

Get notified when an Schwab Fundamental U S Small C insider buys or sells FNDA shares.

Notify only if

News

Receive news related to SCHWAB FUNDAMENTAL U S SMALL C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FNDA