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 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
406New |
$9.68K - $11.6K
|
406
$12.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
357+ 2.7% |
$8.51K - $10.2K
|
13.6K
$406K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
285New |
$6.8K - $8.18K
|
285
$8.51K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
277+ 1.76% |
$6.61K - $7.95K
|
16K
$478K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
276New |
$6.58K - $7.92K
|
276
$8.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
272New |
$6.49K - $7.8K
|
272
$8.12K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
271New |
$6.46K - $7.77K
|
271
$8.09K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
251New |
$5.99K - $7.2K
|
251
$7.49K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
214New |
$5.1K - $6.14K
|
214
$6.39K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
205+ 1.88% |
$4.89K - $5.88K
|
11.1K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
188+ 2.52% |
$4.48K - $5.39K
|
7.64K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
181+ 2.06% |
$4.32K - $5.19K
|
8.97K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
167+ 1.34% |
$3.98K - $4.79K
|
12.7K
$378K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
166+ 46.37% |
$3.96K - $4.76K
|
524
$15.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
163+ 0.85% |
$3.89K - $4.68K
|
19.3K
$576K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
137+ 2.28% |
$3.27K - $3.93K
|
6.14K
$183K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
122New |
$2.91K - $3.5K
|
122
$3.64K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
115New |
$2.74K - $3.3K
|
115
$3.43K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
84+ 0.29% |
$2K - $2.41K
|
29.3K
$874K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59+ 0.02% |
$1.41K - $1.69K
|
302K
$9M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 0.54% |
$1.31K - $1.58K
|
10.2K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
55+ 0.25% |
$1.31K - $1.58K
|
21.6K
$646K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
54+ 0.16% |
$1.29K - $1.55K
|
34.8K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
52+ 1.1% |
$1.24K - $1.49K
|
4.76K
$142K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
50+ 0.4% |
$1.19K - $1.43K
|
12.6K
$376K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 0.14% |
$1.19K - $1.43K
|
36.8K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40New |
$954 - $1.15K
|
40
$1.19K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
38New |
$906 - $1.09K
|
38
$1.13K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
38New |
$906 - $1.09K
|
38
$1.13K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
36+ 0.25% |
$859 - $1.03K
|
14.3K
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$763 - $918
|
32
$955
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
24+ 0.25% |
$572 - $689
|
9.64K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
22+ 0.25% |
$525 - $631
|
8.74K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18+ 0.31% |
$429 - $516
|
5.76K
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.1% |
$405 - $488
|
17.7K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
17+ 0.14% |
$405 - $488
|
12.3K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 16.05% |
$310 - $373
|
94
$2.81K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.26% |
$286 - $344
|
4.72K
$141K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 0.06% |
$239 - $287
|
15.6K
$464K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.04% |
$215 - $258
|
25.7K
$768K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.08% |
$71.6 - $86.1
|
3.85K
$115K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.04% |
$71.6 - $86.1
|
7.38K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3+ 0.02% |
$71.6 - $86.1
|
16.6K
$496K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.02% |
$71.6 - $86.1
|
17.2K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.2% |
$71.6 - $86.1
|
1.51K
$45.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.02% |
$71.6 - $86.1
|
15.9K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$47.7 - $57.4
|
15.5K
$462K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.26% |
$47.7 - $57.4
|
761
$22.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$47.7 - $57.4
|
917
$27.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.43% |
$23.9 - $28.7
|
234
$6.98K
|