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 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.06K- 4.46% |
$25.2K - $30.3K
|
22.6K
$707K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.06K- 6.19% |
$25.3K - $30.4K
|
16.1K
$503K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.06K- 0.93% |
$25.4K - $30.5K
|
113K
$3.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.1K- 1.81% |
$26.2K - $31.5K
|
59.6K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 2.9% |
$26.6K - $32K
|
37.3K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.14K- 8.66% |
$27.1K - $32.6K
|
12K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.15K- 94.34% |
$27.4K - $33K
|
69
$2.15K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.31K- 10.49% |
$31.2K - $37.5K
|
11.2K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.32K- 15.33% |
$31.5K - $37.8K
|
7.28K
$227K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.37K- 80.27% |
$32.6K - $39.2K
|
336
$10.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.4K- 10.23% |
$33.4K - $40.2K
|
12.3K
$384K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.43K- 18.23% |
$34.1K - $41K
|
6.41K
$200K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 12.76% |
$35.4K - $42.6K
|
10.2K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-1.54K- 2.13% |
$36.8K - $44.3K
|
70.9K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.55K- 6.37% |
$37K - $44.6K
|
22.8K
$712K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.59K- 5.56% |
$37.8K - $45.5K
|
26.9K
$840K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.7K- 5.81% |
$40.6K - $48.8K
|
27.6K
$861K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 6.44% |
$42.1K - $50.6K
|
25.6K
$801K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.83K- 8.06% |
$43.6K - $52.4K
|
20.9K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.85K- 4.32% |
$44.1K - $53K
|
40.9K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.85K- 6.88% |
$44.2K - $53.2K
|
25.1K
$783K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.9K- 24.79% |
$45.4K - $54.6K
|
5.78K
$180K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.92K- 7.6% |
$45.8K - $55.1K
|
23.3K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.94K- 16.69% |
$46.2K - $55.5K
|
9.66K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.05K- 19.93% |
$49K - $58.9K
|
8.25K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.12K- 5.45% |
$50.5K - $60.8K
|
36.8K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.19K- 7.69% |
$52.2K - $62.8K
|
26.3K
$821K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.35K- 0.94% |
$56K - $67.3K
|
248K
$7.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.38K- 1.59% |
$56.7K - $68.2K
|
147K
$4.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.4K- 12.83% |
$57.2K - $68.9K
|
16.3K
$509K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.4K- 20.08% |
$57.2K - $68.9K
|
9.55K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 1.2% |
$60.2K - $72.4K
|
208K
$6.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.57K- 83.33% |
$61.2K - $73.6K
|
513
$16K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-2.69K- 3.04% |
$64.2K - $77.2K
|
85.9K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.84K- 53.06% |
$67.8K - $81.6K
|
2.52K
$78.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.21K- 36.28% |
$76.6K - $92.1K
|
5.64K
$176K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.3K- 26.17% |
$78.8K - $94.7K
|
9.32K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.51K- 9.72% |
$83.7K - $101K
|
32.6K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-3.59K- 31.88% |
$85.7K - $103K
|
7.67K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-3.74K- 21.79% |
$89.1K - $107K
|
13.4K
$419K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.99K- 29.84% |
$95.3K - $115K
|
9.39K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.49K- 2.72% |
$107K - $129K
|
161K
$5.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.55K- 1.84% |
$109K - $131K
|
243K
$7.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.61K- 7.26% |
$110K - $132K
|
58.9K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.31K- 0.67% |
$127K - $152K
|
786K
$24.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-5.74K- 0.92% |
$137K - $165K
|
615K
$19.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.19K- 51.78% |
$148K - $178K
|
5.77K
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.86K- 48.12% |
$163K - $197K
|
7.39K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-7.16K- 17.79% |
$171K - $205K
|
33.1K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.23K- 3.35% |
$172K - $207K
|
209K
$6.51M
|