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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.65K+ 4.43% |
$63.2K - $76.1K
|
62.5K
$1.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.62K+ 6.39% |
$62.5K - $75.2K
|
43.6K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.5K+ 6.33% |
$59.6K - $71.7K
|
42K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.46K+ 24.7% |
$58.7K - $70.6K
|
12.4K
$371K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.25K+ 3.36% |
$53.5K - $64.4K
|
69K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.92KNew |
$45.9K - $55.2K
|
1.92K
$57.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.86K+ 9.91% |
$44.3K - $53.3K
|
20.6K
$615K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.73K+ 8.25% |
$41.3K - $49.7K
|
22.7K
$678K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.73K+ 1.92% |
$41.3K - $49.6K
|
91.9K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.7KNew |
$40.5K - $48.7K
|
1.7K
$50.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.64K+ 10.64% |
$39.1K - $47.1K
|
17.1K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.6KNew |
$38.1K - $45.8K
|
1.6K
$47.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.55K+ 13.11% |
$36.9K - $44.4K
|
13.4K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.52K+ 38.4% |
$36.1K - $43.5K
|
5.46K
$163K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.5KNew |
$35.9K - $43.1K
|
1.5K
$44.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.29K+ 44.83% |
$30.8K - $37.1K
|
4.17K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 1.3% |
$30.4K - $36.6K
|
99.5K
$2.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.27KNew |
$30.2K - $36.4K
|
1.27K
$37.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.22K+ 2.08% |
$29.1K - $35K
|
60K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.22KNew |
$29K - $34.9K
|
1.22K
$36.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.2K+ 7.61% |
$28.7K - $34.5K
|
17K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 26.16% |
$27.5K - $33.1K
|
5.56K
$166K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.08K+ 8.36% |
$25.7K - $30.9K
|
14K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.06K+ 2.68% |
$25.3K - $30.5K
|
40.6K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.05K+ 7.48% |
$25.1K - $30.2K
|
15.1K
$451K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
972+ 7.6% |
$23.2K - $27.9K
|
13.8K
$411K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
948+ 0.68% |
$22.6K - $27.2K
|
140K
$4.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
938+ 82.28% |
$22.4K - $26.9K
|
2.08K
$62K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
928+ 59.72% |
$22.1K - $26.6K
|
2.48K
$74.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
923+ 3.45% |
$22K - $26.5K
|
27.7K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
855+ 0.07% |
$20.4K - $24.5K
|
1.17M
$35M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
817+ 9.67% |
$19.5K - $23.4K
|
9.27K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
804+ 0.53% |
$19.2K - $23.1K
|
152K
$4.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
792+ 5.64% |
$18.9K - $22.7K
|
14.8K
$443K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
789+ 1.35% |
$18.8K - $22.6K
|
59.4K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
735+ 1.86% |
$17.5K - $21.1K
|
40.3K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
613New |
$14.6K - $17.6K
|
613
$18.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
600+ 3750.0% |
$14.3K - $17.2K
|
616
$18.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
593+ 2.11% |
$14.1K - $17K
|
28.6K
$855K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
586+ 3.59% |
$14K - $16.8K
|
16.9K
$505K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
580New |
$13.8K - $16.6K
|
580
$17.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
579New |
$13.8K - $16.6K
|
579
$17.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
542New |
$12.9K - $15.5K
|
542
$16.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
516+ 110.73% |
$12.3K - $14.8K
|
982
$29.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500+ 0.56% |
$11.9K - $14.3K
|
89.9K
$2.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
473+ 2.82% |
$11.3K - $13.6K
|
17.3K
$515K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
447+ 588.16% |
$10.7K - $12.8K
|
523
$15.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
436+ 2.82% |
$10.4K - $12.5K
|
15.9K
$475K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
423+ 2.37% |
$10.1K - $12.1K
|
18.2K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
422New |
$10.1K - $12.1K
|
422
$12.6K
|