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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-414- 81.18% |
$11.1K - $12.8K
|
96
$2.65K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-440- 0.73% |
$11.8K - $13.6K
|
59.8K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-472- 5.06% |
$12.7K - $14.6K
|
8.85K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-484- 5.33% |
$13K - $15K
|
8.6K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-515- 2.57% |
$13.8K - $16K
|
19.5K
$539K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-534- 6.32% |
$14.3K - $16.5K
|
7.91K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-636- 2.18% |
$17.1K - $19.7K
|
28.5K
$787K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-641- 1.18% |
$17.2K - $19.9K
|
53.8K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-701- 0.78% |
$18.8K - $21.7K
|
89.1K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-782- 15.49% |
$21K - $24.2K
|
4.27K
$118K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1K- 5.31% |
$26.9K - $31K
|
17.8K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.28% |
$28.7K - $33.1K
|
19.2K
$529K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.09K- 27.41% |
$29.2K - $33.7K
|
2.88K
$79.6K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.09K- 7.51% |
$29.3K - $33.7K
|
13.4K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.11K- 2.53% |
$29.9K - $34.5K
|
42.8K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 14.49% |
$37K - $42.6K
|
8.12K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.45K- 1.6% |
$39K - $44.9K
|
89.2K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.51K- 12.61% |
$40.5K - $46.7K
|
10.4K
$288K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.64K- 12.08% |
$44.1K - $50.9K
|
12K
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.68K- 2.95% |
$45K - $51.9K
|
55.1K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.69K- 1.87% |
$45.4K - $52.3K
|
88.6K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-1.74K- 9.21% |
$46.8K - $54K
|
17.2K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.8K- 4.93% |
$48.3K - $55.7K
|
34.7K
$957K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.86K- 10.2% |
$49.9K - $57.5K
|
16.3K
$451K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 4.04% |
$52.3K - $60.3K
|
46.3K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.95K- 14.15% |
$52.3K - $60.3K
|
11.8K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.03K- 12.51% |
$54.6K - $63K
|
14.2K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.14K- 35.76% |
$57.5K - $66.3K
|
3.84K
$106K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.46K- 19.81% |
$66.1K - $76.2K
|
9.96K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.56K- 6.62% |
$68.8K - $79.3K
|
36.1K
$997K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.76K- 9.7% |
$74.2K - $85.5K
|
25.7K
$710K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.81K- 7.49% |
$75.6K - $87.2K
|
34.7K
$959K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.84K- 15.46% |
$76.4K - $88.1K
|
15.5K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.86K- 13.05% |
$76.8K - $88.6K
|
19.1K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.89K- 10.08% |
$77.6K - $89.5K
|
25.8K
$712K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-2.89K- 0.46% |
$77.7K - $89.6K
|
621K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.94K- 1.92% |
$79K - $91.1K
|
150K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 29.93% |
$79.9K - $92.1K
|
6.96K
$192K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.18K- 11.13% |
$85.4K - $98.5K
|
25.4K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.46K- 36.57% |
$92.9K - $107K
|
6K
$166K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.66K- 5.7% |
$98.3K - $113K
|
60.5K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.74K- 43.95% |
$100K - $116K
|
4.76K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.84K- 13.19% |
$103K - $119K
|
25.3K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.16K- 7.21% |
$112K - $129K
|
53.6K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 13.21% |
$112K - $129K
|
27.4K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-4.33K- 20.52% |
$116K - $134K
|
16.8K
$463K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-4.55K- 24.93% |
$122K - $141K
|
13.7K
$378K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.63K- 29.08% |
$124K - $143K
|
11.3K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.8K- 18.0% |
$129K - $149K
|
21.9K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.08K- 1.48% |
$136K - $157K
|
337K
$9.31M
|