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 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
800+ 100.0% |
$23.4K - $47.3K
|
1.6K
$48.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
768New |
$22.5K - $45.4K
|
768
$23.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
762+ 262.76% |
$22.3K - $45K
|
1.05K
$31.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
742+ 36.09% |
$21.7K - $43.9K
|
2.8K
$84.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
736+ 100.0% |
$21.5K - $43.5K
|
1.47K
$44.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
713New |
$20.9K - $42.1K
|
713
$21.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
695+ 100.0% |
$20.3K - $41.1K
|
1.39K
$42K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
668+ 100.0% |
$19.5K - $39.5K
|
1.34K
$40.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
638+ 8.17% |
$18.7K - $37.7K
|
8.44K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
634+ 100.0% |
$18.6K - $37.5K
|
1.27K
$38.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
616+ 100.0% |
$18K - $36.4K
|
1.23K
$37.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
609+ 87.63% |
$17.8K - $36K
|
1.3K
$39.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546+ 100.0% |
$16K - $32.3K
|
1.09K
$33K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
544+ 100.0% |
$15.9K - $32.2K
|
1.09K
$32.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
512+ 426.67% |
$15K - $30.3K
|
632
$19.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
510New |
$14.9K - $30.1K
|
510
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
486+ 100.0% |
$14.2K - $28.7K
|
972
$29.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
459+ 101.1% |
$13.4K - $27.1K
|
913
$27.6K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
442+ 101.14% |
$12.9K - $26.1K
|
879
$26.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
420+ 100.0% |
$12.3K - $24.8K
|
840
$25.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
416New |
$12.2K - $24.6K
|
416
$12.6K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
395+ 100.0% |
$11.6K - $23.3K
|
790
$23.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
358New |
$10.5K - $21.2K
|
358
$10.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
357+ 100.0% |
$10.4K - $21.1K
|
714
$21.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
346+ 100.0% |
$10.1K - $20.5K
|
692
$20.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
333+ 100.0% |
$9.74K - $19.7K
|
666
$20.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
324+ 100.62% |
$9.48K - $19.2K
|
646
$19.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
312New |
$9.13K - $18.4K
|
312
$9.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
291+ 100.0% |
$8.51K - $17.2K
|
582
$17.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
289+ 0.49% |
$8.46K - $17.1K
|
59.1K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
284+ 156.04% |
$8.31K - $16.8K
|
466
$14.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
280+ 100.0% |
$8.19K - $16.6K
|
560
$16.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
252New |
$7.37K - $14.9K
|
252
$7.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
228New |
$6.67K - $13.5K
|
228
$6.89K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
217+ 100.0% |
$6.35K - $12.8K
|
434
$13.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
205+ 100.0% |
$6K - $12.1K
|
410
$12.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
205+ 100.0% |
$6K - $12.1K
|
410
$12.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
183+ 100.0% |
$5.35K - $10.8K
|
366
$11.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
179+ 100.0% |
$5.24K - $10.6K
|
358
$10.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
159+ 100.0% |
$4.65K - $9.4K
|
318
$9.62K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
140+ 100.0% |
$4.1K - $8.28K
|
280
$8.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
136+ 1.18% |
$3.98K - $8.04K
|
11.7K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
126+ 100.8% |
$3.69K - $7.45K
|
251
$7.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125+ 101.63% |
$3.66K - $7.39K
|
248
$7.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
102+ 100.0% |
$2.98K - $6.03K
|
204
$6.17K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
95+ 100.0% |
$2.78K - $5.62K
|
190
$5.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
94+ 100.0% |
$2.75K - $5.56K
|
188
$5.69K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
92+ 100.0% |
$2.69K - $5.44K
|
184
$5.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
76+ 100.0% |
$2.22K - $4.49K
|
152
$4.6K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
76New |
$2.22K - $4.49K
|
76
$2.3K
|