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 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.99K+ 100.0% |
$58.1K - $117K
|
3.97K
$120K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.95KNew |
$57.2K - $116K
|
1.95K
$59K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.89K+ 100.0% |
$55.3K - $112K
|
3.78K
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.83KNew |
$53.5K - $108K
|
1.83K
$55.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.78KNew |
$52K - $105K
|
1.78K
$53.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.74K+ 100.0% |
$50.9K - $103K
|
3.48K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.6KNew |
$46.8K - $94.5K
|
1.6K
$48.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.59K+ 945.24% |
$46.5K - $93.9K
|
1.76K
$53K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 56.42% |
$46.3K - $93.5K
|
4.39K
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.49K+ 5.34% |
$43.6K - $88K
|
29.4K
$885K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 100.0% |
$42.9K - $86.6K
|
2.93K
$88.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.44KNew |
$42.1K - $85.1K
|
1.44K
$43.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 100.0% |
$42K - $84.9K
|
2.87K
$86.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 40.3% |
$39.6K - $79.9K
|
4.71K
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 100.0% |
$36.4K - $73.6K
|
2.49K
$75.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.2K+ 7.32% |
$35.2K - $71.1K
|
17.6K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 100.0% |
$32K - $64.7K
|
2.19K
$66.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.07K+ 100.0% |
$31.2K - $63K
|
2.13K
$64.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
950+ 100.0% |
$27.8K - $56.2K
|
1.9K
$57.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
879+ 100.0% |
$25.7K - $52K
|
1.76K
$53K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
873+ 100.11% |
$25.5K - $51.6K
|
1.75K
$52.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
823+ 95.14% |
$24.1K - $48.6K
|
1.69K
$50.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
821+ 97.62% |
$24K - $48.5K
|
1.66K
$50.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
808+ 100.0% |
$23.6K - $47.8K
|
1.62K
$48.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
800+ 100.0% |
$23.4K - $47.3K
|
1.6K
$48.3K
|
|
|
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
$31.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
742+ 36.09% |
$21.7K - $43.9K
|
2.8K
$84.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
736+ 100.0% |
$21.5K - $43.5K
|
1.47K
$44.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
720+ 100.0% |
$21.1K - $42.6K
|
1.44K
$43.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
713New |
$20.9K - $42.1K
|
713
$21.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
695+ 100.0% |
$20.3K - $41.1K
|
1.39K
$41.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
668+ 100.0% |
$19.5K - $39.5K
|
1.34K
$40.3K
|
|
|
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
$37.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
609+ 87.63% |
$17.8K - $36K
|
1.3K
$39.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
589+ 100.0% |
$17.2K - $34.8K
|
1.18K
$35.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
572+ 100.0% |
$16.7K - $33.8K
|
1.14K
$34.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
565+ 100.0% |
$16.5K - $33.4K
|
1.13K
$34.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546+ 100.0% |
$16K - $32.3K
|
1.09K
$32.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
544+ 100.0% |
$15.9K - $32.2K
|
1.09K
$32.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
534+ 100.38% |
$15.6K - $31.6K
|
1.07K
$32.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
531+ 140.48% |
$15.5K - $31.4K
|
909
$27.4K
|
|
|
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
$29.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
459+ 101.1% |
$13.4K - $27.1K
|
913
$27.5K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
442+ 101.14% |
$12.9K - $26.1K
|
879
$26.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
420+ 100.0% |
$12.3K - $24.8K
|
840
$25.3K
|