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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.07K- 50.15% |
$192K - $231K
|
8.02K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.63K- 17.24% |
$206K - $248K
|
41.4K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.34K- 19.53% |
$223K - $268K
|
38.5K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.47K- 4.48% |
$226K - $272K
|
202K
$6.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-9.78K- 45.28% |
$233K - $281K
|
11.8K
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.81K- 28.08% |
$234K - $281K
|
25.1K
$785K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.7K- 19.34% |
$304K - $365K
|
53.1K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-13.3K- 96.94% |
$316K - $380K
|
418
$13.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-13.9K- 25.9% |
$333K - $400K
|
39.9K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14K- 20.41% |
$335K - $403K
|
54.8K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 4.99% |
$373K - $448K
|
298K
$9.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.3K- 1.31% |
$412K - $495K
|
1.3M
$40.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-17.4K- 50.85% |
$415K - $499K
|
16.8K
$525K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-17.6K- 66.39% |
$420K - $505K
|
8.9K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.8K- 20.01% |
$472K - $567K
|
79K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-20.1K- 74.6% |
$480K - $578K
|
6.85K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.5K- 95.67% |
$512K - $616K
|
972
$30.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-24.1K- 11.63% |
$574K - $690K
|
183K
$5.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-26.7K- 1.42% |
$638K - $767K
|
1.86M
$58M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.1K- 66.13% |
$671K - $807K
|
14.4K
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29K- 13.86% |
$692K - $833K
|
180K
$5.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-30.2K- 18.47% |
$719K - $865K
|
133K
$4.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-31.9K- 3.53% |
$760K - $914K
|
870K
$27.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-38.1K- 9.77% |
$909K - $1.09M
|
352K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39.1K- 55.0% |
$934K - $1.12M
|
32K
$1M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-44.1K- 50.0% |
$1.05M - $1.26M
|
44.1K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.5K- 21.75% |
$1.09M - $1.31M
|
164K
$5.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-46.2K- 5.45% |
$1.1M - $1.32M
|
800K
$25M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-46.4K- 2.22% |
$1.11M - $1.33M
|
2.04M
$63.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-48.6K- 48.28% |
$1.16M - $1.39M
|
52.1K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-58.1K- 8.01% |
$1.39M - $1.67M
|
667K
$20.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-65.6K- 5.27% |
$1.56M - $1.88M
|
1.18M
$36.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-73.1K- 54.42% |
$1.74M - $2.1M
|
61.2K
$1.91M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-129K- 28.48% |
$3.09M - $3.71M
|
325K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-147K- 29.44% |
$3.51M - $4.22M
|
352K
$11M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-238K- 46.32% |
$5.68M - $6.83M
|
276K
$8.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-263K- 99.99% |
$6.27M - $7.54M
|
29
$906
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-449K- 23.66% |
$10.7M - $12.9M
|
1.45M
$45.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-754K- 96.18% |
$18M - $21.6M
|
29.9K
$935K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-754K- 96.18% |
$18M - $21.6M
|
29.9K
$935K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.14M- 96.11% |
$27.1M - $32.6M
|
46K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.5M- 9.74% |
$465M - $560M
|
181M
$5.65B
|