Purchases and Sales Made in Q4 2024 in Schwab Fundamental U S Small C (FNDA)

FNDA Quotes by TradingView

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 05, 2025 Q4 2024
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
45.3K
+ 79.24%
$1.32M - $2.68M
102K $3.1M
Feb 04, 2025 Q4 2024
Addison Advisors LLC

BUY
 -
45.1K
+ 99.03%
$1.32M - $2.67M
90.7K $2.74M
Jan 29, 2025 Q4 2024
Prairie View Partners, LLC

BUY
 -
43.8K
+ 95.26%
$1.28M - $2.59M
89.8K $2.72M
Jan 24, 2025 Q4 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
42.5K
+ 99.08%
$1.24M - $2.51M
85.4K $2.58M
Jan 24, 2025 Q4 2024
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
38.4K
+ 98.7%
$1.12M - $2.27M
77.2K $2.34M
Jan 13, 2025 Q4 2024
Founders Capital Management

BUY
 -
36.5K
+ 103.22%
$1.07M - $2.16M
71.8K $2.17M
Jan 14, 2025 Q4 2024
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
35.5K
+ 97.86%
$1.04M - $2.1M
71.8K $2.17M
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
35.1K
+ 108.23%
$1.03M - $2.07M
67.5K $2.04M
Jan 22, 2025 Q4 2024
Northland Capital Management LLC

BUY
 -
34.9K
+ 68.97%
$1.02M - $2.06M
85.4K $2.58M
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
31.5K
+ 119.75%
$921K - $1.86M
57.8K $1.75M
Jan 16, 2025 Q4 2024
Cambridge Advisors Inc.

BUY
 -
29.8K
+ 120.64%
$872K - $1.76M
54.5K $1.65M
Jan 23, 2025 Q4 2024
Alpha Omega Wealth Management LLC

BUY
 -
29.5K
+ 111.87%
$864K - $1.74M
55.9K $1.69M
Jan 30, 2025 Q4 2024
Vicus Capital

State College, PA
BUY
 -
29.3K
+ 108.69%
$859K - $1.73M
56.3K $1.7M
Feb 07, 2025 Q4 2024
Sequoia Financial Advisors, LLC

BUY
 -
27.8K
+ 99.14%
$814K - $1.64M
55.9K $1.69M
Jan 10, 2025 Q4 2024
Hbw Advisory Services LLC

BUY
 -
27.1K
+ 97.57%
$792K - $1.6M
54.8K $1.66M
Jan 13, 2025 Q4 2024
Bcs Wealth Management

BUY
 -
20.8K
New
$609K - $1.23M
20.8K $630K
Jan 17, 2025 Q4 2024
Cedar Point Capital Partners, LLC

Cedar Rapids, IA
BUY
 -
19.6K
+ 99.48%
$574K - $1.16M
39.4K $1.19M
Jan 30, 2025 Q4 2024
Ddd Partners, LLC

BUY
 -
19.6K
+ 102.85%
$573K - $1.16M
38.6K $1.17M
Jan 29, 2025 Q4 2024
Leavell Investment Management, Inc.

BUY
 -
19.5K
+ 101.56%
$570K - $1.15M
38.7K $1.17M
Jan 21, 2025 Q4 2024
Aspiring Ventures, LLC

Cincinnati, OH
BUY
 -
19.2K
New
$562K - $1.14M
19.2K $581K
Jan 28, 2025 Q4 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
18.8K
+ 100.0%
$551K - $1.11M
37.7K $1.14M
Jan 15, 2025 Q4 2024
Howard Financial Services, Ltd.

BUY
 -
18.4K
+ 100.94%
$539K - $1.09M
36.7K $1.11M
Feb 04, 2025 Q4 2024
Magnolia Private Wealth, LLC

Philadelphia, PA
BUY
 -
18.3K
New
$534K - $1.08M
18.3K $552K
Jan 15, 2025 Q4 2024
Garrett Investment Advisors LLC

BUY
 -
18.1K
+ 93.26%
$530K - $1.07M
37.5K $1.14M
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
18K
+ 97.28%
$526K - $1.06M
36.5K $1.1M
Jan 24, 2025 Q4 2024
Round Rock Advisors, LLC

BUY
 -
17.5K
New
$512K - $1.03M
17.5K $529K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
17.1K
+ 107.17%
$500K - $1.01M
33K $998K
Jan 16, 2025 Q4 2024
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
16.9K
New
$496K - $1M
16.9K $512K
Jan 29, 2025 Q4 2024
Sovran Advisors, LLC

San Diego, CA
BUY
 -
16.1K
New
$470K - $949K
16.1K $485K
Jan 14, 2025 Q4 2024
Guardian Financial Partners, LLC

BUY
 -
14.9K
+ 128.09%
$435K - $879K
26.5K $801K
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
14.8K
+ 101.1%
$433K - $875K
29.4K $890K
Jan 23, 2025 Q4 2024
Austin Private Wealth, LLC

BUY
 -
14.5K
+ 99.71%
$425K - $859K
29.1K $880K
Feb 06, 2025 Q4 2024
Townsend Asset Management Corp

BUY
 -
14.5K
+ 100.1%
$425K - $858K
29K $878K
Feb 06, 2025 Q4 2024
Washington Trust Advisors, Inc.

BUY
 -
14.3K
+ 100.0%
$418K - $844K
28.6K $863K
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
14.3K
+ 100.52%
$418K - $843K
28.5K $861K
Feb 06, 2025 Q4 2024
Jackson Creek Investment Advisors LLC

BUY
 -
13.9K
+ 103.86%
$406K - $821K
27.3K $824K
Feb 07, 2025 Q4 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
13.7K
+ 100.0%
$402K - $812K
27.5K $830K
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
13.7K
+ 90.13%
$400K - $807K
28.8K $871K
Jan 16, 2025 Q4 2024
Lbmc Investment Advisors, LLC

BUY
 -
13.3K
+ 100.0%
$390K - $788K
26.7K $806K
Jan 28, 2025 Q4 2024
Appleton Partners Inc

BUY
 -
12.6K
+ 218.6%
$370K - $747K
18.4K $557K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
12K
New
$350K - $707K
12K $362K
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
11.8K
+ 289.11%
$346K - $699K
15.9K $481K
Feb 05, 2025 Q4 2024
Modera Wealth Management, LLC

BUY
 -
11.4K
+ 128.35%
$333K - $672K
20.2K $612K
Jan 24, 2025 Q4 2024
Tandem Capital Management Corp

BUY
 -
11K
+ 100.92%
$322K - $651K
21.9K $663K
Jan 22, 2025 Q4 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
10.8K
+ 101.05%
$317K - $640K
21.5K $651K
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
10.8K
+ 95.11%
$316K - $638K
22.2K $670K
Feb 07, 2025 Q4 2024
Horan Securities, Inc.

BUY
 -
10.6K
+ 100.06%
$309K - $624K
21.1K $639K
Jan 28, 2025 Q4 2024
Stephens Inc

BUY
 -
10.4K
+ 128.55%
$303K - $612K
18.4K $557K
Jan 17, 2025 Q4 2024
Red Door Wealth Management, LLC

BUY
 -
10.3K
+ 137.77%
$302K - $611K
17.8K $539K

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