Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
100M+ 101.7% |
$2.94B - $5.94B
|
199M
$6.02B
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.06M+ 105.88% |
$31.1M - $62.7M
|
2.06M
$62.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
956K+ 92.09% |
$28M - $56.5M
|
1.99M
$60.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
766K+ 111.84% |
$22.4M - $45.3M
|
1.45M
$43.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
644K+ 98.45% |
$18.8M - $38M
|
1.3M
$39.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
534K+ 98.51% |
$15.6M - $31.6M
|
1.08M
$32.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
516K+ 98.36% |
$15.1M - $30.5M
|
1.04M
$31.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
472K+ 89.23% |
$13.8M - $27.9M
|
1M
$30.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
434K+ 101.59% |
$12.7M - $25.6M
|
861K
$26M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
405K+ 98.15% |
$11.9M - $24M
|
818K
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
374K+ 104.09% |
$11M - $22.1M
|
734K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
358K+ 99.09% |
$10.5M - $21.2M
|
720K
$21.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
347K+ 107.87% |
$10.2M - $20.5M
|
669K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
306K+ 96.46% |
$8.96M - $18.1M
|
624K
$18.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
304K+ 107.9% |
$8.89M - $18M
|
585K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
242K+ 98.95% |
$7.08M - $14.3M
|
487K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
233K+ 125.36% |
$6.83M - $13.8M
|
420K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
227K+ 93.83% |
$6.64M - $13.4M
|
469K
$14.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
220K+ 101.85% |
$6.45M - $13M
|
437K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
190K+ 105.08% |
$5.55M - $11.2M
|
370K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
190K+ 106.34% |
$5.55M - $11.2M
|
368K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
189K+ 103.39% |
$5.52M - $11.2M
|
371K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
152K+ 98.45% |
$4.45M - $9M
|
307K
$9.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
149K+ 99.44% |
$4.35M - $8.79M
|
298K
$9.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
135K+ 110.46% |
$3.96M - $7.99M
|
258K
$7.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
135K+ 98.41% |
$3.95M - $7.98M
|
272K
$8.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
132K+ 139.52% |
$3.85M - $7.78M
|
226K
$6.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
128K+ 105.97% |
$3.75M - $7.59M
|
249K
$7.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
121K+ 104.76% |
$3.54M - $7.15M
|
236K
$7.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
108K+ 84.37% |
$3.16M - $6.38M
|
236K
$7.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105KNew |
$3.08M - $6.21M
|
105K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
105K+ 95.34% |
$3.06M - $6.18M
|
214K
$6.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
102K+ 96.82% |
$2.98M - $6.03M
|
207K
$6.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.6KNew |
$2.83M - $5.71M
|
96.6K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
95.4K+ 102.53% |
$2.79M - $5.64M
|
188K
$5.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
93.7K+ 90.16% |
$2.74M - $5.54M
|
198K
$5.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
92.7K+ 101.79% |
$2.71M - $5.48M
|
184K
$5.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
90.3KNew |
$2.64M - $5.34M
|
90.3K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
87.2K+ 92.91% |
$2.55M - $5.15M
|
181K
$5.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
75.7K+ 101.23% |
$2.21M - $4.47M
|
150K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.6K+ 107.17% |
$2.21M - $4.47M
|
146K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
73.3K+ 123.06% |
$2.15M - $4.34M
|
133K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
72.2K+ 89.52% |
$2.11M - $4.27M
|
153K
$4.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
71.6K+ 95.87% |
$2.09M - $4.23M
|
146K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
66.8K+ 189.57% |
$1.95M - $3.95M
|
102K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
64.8K+ 130.3% |
$1.9M - $3.83M
|
115K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
64.2KNew |
$1.88M - $3.79M
|
64.2K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61.2K+ 149.28% |
$1.79M - $3.62M
|
102K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
59.9K+ 120.12% |
$1.75M - $3.54M
|
110K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.9K+ 100.0% |
$1.37M - $2.77M
|
93.8K
$2.84M
|