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 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.57MNew |
$45M - $50M
|
1.57M
$47.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
486KNew |
$14M - $15.5M
|
486K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
183K+ 88.36% |
$5.26M - $5.84M
|
390K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
102K+ 50.64% |
$2.94M - $3.26M
|
304K
$9.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
92.8K+ 3.45% |
$2.67M - $2.96M
|
2.78M
$84.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
75.4K+ 4.29% |
$2.17M - $2.41M
|
1.83M
$55.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.6K+ 62.19% |
$2M - $2.22M
|
181K
$5.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.2K+ 8.67% |
$1.96M - $2.18M
|
854K
$25.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
67.8K+ 731.08% |
$1.95M - $2.16M
|
77K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
63.4K+ 3.42% |
$1.82M - $2.02M
|
1.92M
$58.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
62.6KNew |
$1.8M - $2M
|
62.6K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
60.8KNew |
$1.75M - $1.94M
|
60.8K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.7K+ 18.53% |
$1.17M - $1.3M
|
261K
$7.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
38.7K+ 9.3% |
$1.11M - $1.24M
|
455K
$13.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
32.8K+ 9.33% |
$943K - $1.05M
|
385K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.3K+ 136.57% |
$841K - $934K
|
50.7K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
29.1K+ 6.88% |
$838K - $930K
|
453K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
28.8KNew |
$829K - $921K
|
28.8K
$876K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.9KNew |
$802K - $890K
|
27.9K
$847K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.8K+ 15.73% |
$740K - $822K
|
189K
$5.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
24.5KNew |
$705K - $783K
|
24.5K
$745K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23K+ 7.72% |
$661K - $734K
|
321K
$9.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.5K+ 37.71% |
$646K - $717K
|
82K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.1KNew |
$635K - $706K
|
22.1K
$671K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19.5K+ 2.17% |
$561K - $623K
|
917K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1K+ 30.48% |
$550K - $611K
|
81.9K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.1K+ 3.87% |
$520K - $577K
|
485K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
16.7K+ 9.77% |
$480K - $533K
|
188K
$5.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.4KNew |
$472K - $525K
|
16.4K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
16KNew |
$461K - $512K
|
16K
$487K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.9K+ 5.59% |
$428K - $475K
|
281K
$8.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14.8K+ 133.64% |
$424K - $471K
|
25.8K
$784K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
14.6K+ 1.7% |
$421K - $467K
|
873K
$26.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.1K+ 17.79% |
$404K - $449K
|
93.1K
$2.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.7K+ 1.23% |
$392K - $436K
|
1.12M
$34M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 4.08% |
$353K - $393K
|
314K
$9.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
11.9K+ 12.13% |
$343K - $381K
|
110K
$3.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 1.33% |
$342K - $379K
|
903K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.2K+ 9.33% |
$322K - $358K
|
131K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.3K+ 40.0% |
$296K - $329K
|
36K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
9.81K+ 9.87% |
$282K - $313K
|
109K
$3.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.49KNew |
$273K - $303K
|
9.49K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14K+ 31527.59% |
$263K - $292K
|
9.17K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.12KNew |
$262K - $291K
|
9.12K
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.1K+ 32.54% |
$262K - $290K
|
37.1K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.09K+ 3.38% |
$261K - $290K
|
278K
$8.45M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.43K+ 2.88% |
$242K - $269K
|
301K
$9.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.15KNew |
$234K - $260K
|
8.15K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.14KNew |
$234K - $260K
|
8.14K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.09KNew |
$233K - $258K
|
8.09K
$246K
|
|