Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
13.2K+ 11.37% |
$315K - $379K
|
129K
$3.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
13.2K+ 15.45% |
$314K - $378K
|
98.4K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
12.6KNew |
$300K - $361K
|
12.6K
$376K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 1.28% |
$268K - $323K
|
891K
$26.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
11.2K+ 12.62% |
$268K - $323K
|
100K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$264K - $317K
|
11.1K
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11KNew |
$263K - $317K
|
11K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 14.27% |
$261K - $314K
|
87.6K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
10.9KNew |
$261K - $313K
|
10.9K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$260K - $313K
|
10.9K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.9K+ 60.46% |
$260K - $313K
|
29K
$864K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.7KNew |
$254K - $306K
|
10.7K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10.6KNew |
$253K - $304K
|
10.6K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.3K+ 104.39% |
$247K - $297K
|
20.3K
$605K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.88KNew |
$236K - $283K
|
9.88K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.15K+ 18.14% |
$218K - $262K
|
59.6K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.57K+ 1.81% |
$204K - $246K
|
483K
$14.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.33KNew |
$199K - $239K
|
8.33K
$249K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.14K+ 12.76% |
$194K - $234K
|
71.9K
$2.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.13KNew |
$194K - $233K
|
8.13K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8.05K+ 4.13% |
$192K - $231K
|
203K
$6.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.35KNew |
$175K - $211K
|
7.35K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.34K+ 3.67% |
$175K - $211K
|
207K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.17K+ 2.74% |
$171K - $206K
|
269K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.14K+ 15.58% |
$170K - $205K
|
53K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7KNew |
$167K - $201K
|
7K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.87K+ 12.28% |
$164K - $197K
|
62.8K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.72K+ 59.52% |
$160K - $193K
|
18K
$537K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.91K+ 4.04% |
$141K - $170K
|
152K
$4.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.2K+ 8.44% |
$124K - $149K
|
66.9K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.08K+ 15.99% |
$121K - $146K
|
36.9K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.02K+ 21.89% |
$120K - $144K
|
28K
$835K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.48KNew |
$107K - $128K
|
4.48K
$134K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.24K+ 36.48% |
$101K - $122K
|
15.9K
$473K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.18K+ 4.39% |
$99.7K - $120K
|
99.4K
$2.97M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.18K+ 3.62% |
$99.6K - $120K
|
120K
$3.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 1.45% |
$99.2K - $119K
|
291K
$8.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.16K+ 2.63% |
$99.2K - $119K
|
162K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.95K+ 3.66% |
$94.2K - $113K
|
112K
$3.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.91K+ 17.05% |
$93.3K - $112K
|
26.8K
$801K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.57K+ 19.16% |
$85.1K - $102K
|
22.2K
$662K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.33K+ 0.43% |
$79.4K - $95.6K
|
778K
$23.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.32K+ 64.68% |
$79.1K - $95.1K
|
8.44K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.2K+ 10.07% |
$76.3K - $91.8K
|
35K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.12K+ 44.93% |
$74.4K - $89.5K
|
10.1K
$300K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.98K+ 5.41% |
$71.1K - $85.5K
|
58.1K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.95K+ 2.48% |
$70.3K - $84.6K
|
122K
$3.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.83K+ 5.28% |
$67.5K - $81.3K
|
56.4K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.77K+ 2.36% |
$66.1K - $79.6K
|
120K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.71K+ 10.53% |
$64.7K - $77.9K
|
28.5K
$850K
|