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 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.26% |
$23.9 - $28.7
|
382
$11.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.37% |
$23.9 - $28.7
|
270
$8.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.47% |
$23.9 - $28.7
|
216
$6.45K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$23.9 - $28.7
|
93.6K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$23.9 - $28.7
|
209K
$6.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4- 0.37% |
$95.4 - $115
|
1.06K
$31.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.19% |
$215 - $258
|
4.76K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23- 1.29% |
$549 - $660
|
1.76K
$52.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-27- 0.4% |
$644 - $775
|
6.74K
$201K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-35- 0.3% |
$835 - $1K
|
11.5K
$342K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-40- 0.5% |
$954 - $1.15K
|
7.98K
$238K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-47- 0.14% |
$1.12K - $1.35K
|
34.6K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 1.29% |
$1.43K - $1.72K
|
4.58K
$137K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-62- 0.84% |
$1.48K - $1.78K
|
7.36K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-68- 5.68% |
$1.62K - $1.95K
|
1.13K
$33.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-87- 0.45% |
$2.07K - $2.5K
|
19.1K
$569K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 43.86% |
$2.39K - $2.87K
|
128
$3.82K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-107- 0.78% |
$2.55K - $3.07K
|
13.7K
$408K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-113- 1.54% |
$2.7K - $3.24K
|
7.22K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-114- 1.09% |
$2.72K - $3.27K
|
10.3K
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-170- 6.45% |
$4.05K - $4.88K
|
2.47K
$73.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-172- 85.15% |
$4.1K - $4.93K
|
30
$896
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-173- 1.64% |
$4.13K - $4.96K
|
10.3K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-185- 0.58% |
$4.41K - $5.31K
|
31.9K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-211- 0.81% |
$5.03K - $6.05K
|
25.7K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-215- 2.99% |
$5.13K - $6.17K
|
6.97K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-218- 3.96% |
$5.2K - $6.25K
|
5.29K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-231- 32.13% |
$5.51K - $6.63K
|
488
$14.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-240- 75.47% |
$5.72K - $6.89K
|
78
$2.33K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-250- 0.32% |
$5.96K - $7.17K
|
76.9K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-260- 1.36% |
$6.2K - $7.46K
|
18.8K
$561K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-294- 18.4% |
$7.01K - $8.43K
|
1.3K
$38.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-373- 2.83% |
$8.9K - $10.7K
|
12.8K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-400- 5.06% |
$9.54K - $11.5K
|
7.51K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-444- 8.65% |
$10.6K - $12.7K
|
4.69K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-450- 2.66% |
$10.7K - $12.9K
|
16.5K
$491K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-486- 3.17% |
$11.6K - $13.9K
|
14.9K
$444K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-513- 6.28% |
$12.2K - $14.7K
|
7.66K
$229K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-520- 14.94% |
$12.4K - $14.9K
|
2.96K
$88.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-550- 6.32% |
$13.1K - $15.8K
|
8.16K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-584- 17.01% |
$13.9K - $16.8K
|
2.85K
$85.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-608- 27.41% |
$14.5K - $17.4K
|
1.61K
$48.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-643- 1.17% |
$15.3K - $18.4K
|
54.5K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-724- 16.97% |
$17.3K - $20.8K
|
3.54K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-770- 69.75% |
$18.4K - $22.1K
|
334
$9.97K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-782- 6.75% |
$18.7K - $22.4K
|
10.8K
$323K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-799- 5.95% |
$19.1K - $22.9K
|
12.6K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-842- 12.1% |
$20.1K - $24.2K
|
6.12K
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-908- 1.96% |
$21.7K - $26.1K
|
45.4K
$1.35M
|