Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.56K+ 10.51% |
$217K - $241K
|
79.5K
$2.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.83K+ 1.48% |
$139K - $154K
|
330K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.74K+ 4.71% |
$49.9K - $55.4K
|
38.6K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.49K+ 9.37% |
$42.9K - $47.6K
|
17.4K
$544K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
231+ 4.01% |
$6.64K - $7.38K
|
6K
$187K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
184+ 18.93% |
$5.29K - $5.88K
|
1.16K
$36.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
75+ 1.03% |
$2.16K - $2.39K
|
7.36K
$230K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
56+ 0.35% |
$1.61K - $1.79K
|
16.1K
$501K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34+ 0.33% |
$978 - $1.09K
|
10.2K
$318K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
34+ 8.9% |
$978 - $1.09K
|
416
$13K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.35% |
$28.8 - $31.9
|
286
$8.93K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-185- 2.27% |
$5.32K - $5.91K
|
7.97K
$249K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-190- 1.14% |
$5.46K - $6.07K
|
16.4K
$513K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-48.7K- 3.8% |
$1.4M - $1.56M
|
1.23M
$38.6M
|