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 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-5.31K- 28.83% |
$143K - $165K
|
13.1K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.36K- 7.23% |
$144K - $166K
|
68.8K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.81K- 0.44% |
$156K - $180K
|
1.31M
$36.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-6.32K- 35.45% |
$170K - $196K
|
11.5K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.84K- 53.03% |
$211K - $243K
|
6.94K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.04K- 1.23% |
$243K - $280K
|
725K
$20M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.38K- 43.96% |
$252K - $291K
|
12K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10K- 1.1% |
$269K - $311K
|
902K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-10.2K- 56.6% |
$274K - $316K
|
7.81K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.4K- 17.14% |
$278K - $321K
|
50.1K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.7K- 7.4% |
$288K - $332K
|
134K
$3.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-10.9K- 19.32% |
$293K - $337K
|
45.5K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-11.2K- 15.55% |
$300K - $346K
|
60.7K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 3.9% |
$313K - $361K
|
287K
$7.91M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.9K- 11.62% |
$318K - $367K
|
90.2K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.7K- 21.98% |
$342K - $395K
|
45.2K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 15.97% |
$363K - $419K
|
71.2K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-17.6K- 9.75% |
$474K - $547K
|
163K
$4.51M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-18.1K- 61.61% |
$486K - $560K
|
11.3K
$311K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-20K- 8.46% |
$536K - $618K
|
216K
$5.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-21.2K- 63.06% |
$569K - $656K
|
12.4K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-27K- 68.34% |
$724K - $836K
|
12.5K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29K- 12.18% |
$780K - $900K
|
209K
$5.78M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33.9K- 65.25% |
$911K - $1.05M
|
18K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47.4K- 50.85% |
$1.27M - $1.47M
|
45.9K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-49.2K- 22.98% |
$1.32M - $1.53M
|
165K
$4.56M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-95.6K- 31.14% |
$2.57M - $2.96M
|
211K
$5.83M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-107K- 9.97% |
$2.88M - $3.33M
|
969K
$26.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-111K- 5.56% |
$2.98M - $3.43M
|
1.88M
$52M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-123K- 33.15% |
$3.3M - $3.8M
|
247K
$6.83M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-523K- 40.32% |
$14.1M - $16.2M
|
774K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-568K- 32.67% |
$15.3M - $17.6M
|
1.17M
$32.3M
|