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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
544+ 100.0% |
$15.9K - $32.2K
|
1.09K
$30K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
534+ 100.38% |
$15.6K - $31.6K
|
1.07K
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
531+ 140.48% |
$15.5K - $31.4K
|
909
$25.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
512+ 426.67% |
$15K - $30.3K
|
632
$17.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
510New |
$14.9K - $30.1K
|
510
$14.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
486+ 100.0% |
$14.2K - $28.7K
|
972
$26.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
459+ 101.1% |
$13.4K - $27.1K
|
913
$25.2K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
442+ 101.14% |
$12.9K - $26.1K
|
879
$24.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
420+ 100.0% |
$12.3K - $24.8K
|
840
$23.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
416New |
$12.2K - $24.6K
|
416
$11.5K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
395+ 100.0% |
$11.6K - $23.3K
|
790
$21.8K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
383New |
$11.2K - $22.6K
|
383
$10.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
358New |
$10.5K - $21.2K
|
358
$9.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
357+ 100.0% |
$10.4K - $21.1K
|
714
$19.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
357+ 100.0% |
$10.4K - $21.1K
|
714
$19.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
356New |
$10.4K - $21K
|
356
$9.83K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
346+ 100.0% |
$10.1K - $20.5K
|
692
$19.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
333+ 100.0% |
$9.74K - $19.7K
|
666
$18.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
324+ 100.62% |
$9.48K - $19.2K
|
646
$17.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
312New |
$9.13K - $18.4K
|
312
$8.61K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
291+ 100.0% |
$8.51K - $17.2K
|
582
$16.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
289+ 0.49% |
$8.46K - $17.1K
|
59.1K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
286New |
$8.37K - $16.9K
|
286
$7.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
284+ 156.04% |
$8.31K - $16.8K
|
466
$12.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
280+ 100.0% |
$8.19K - $16.6K
|
560
$15.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
252New |
$7.37K - $14.9K
|
252
$6.96K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
241+ 560.47% |
$7.05K - $14.2K
|
284
$7.84K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
233New |
$6.82K - $13.8K
|
233
$6.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
228New |
$6.67K - $13.5K
|
228
$6.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
219+ 100.0% |
$6.41K - $12.9K
|
438
$12.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
217+ 100.0% |
$6.35K - $12.8K
|
434
$12K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
217New |
$6.35K - $12.8K
|
217
$5.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
205+ 100.0% |
$6K - $12.1K
|
410
$11.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
205+ 100.0% |
$6K - $12.1K
|
410
$11.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
183+ 100.0% |
$5.35K - $10.8K
|
366
$10.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
179+ 100.0% |
$5.24K - $10.6K
|
358
$9.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
159+ 100.0% |
$4.65K - $9.4K
|
318
$8.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
140+ 100.0% |
$4.1K - $8.28K
|
280
$7.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
136+ 1.18% |
$3.98K - $8.04K
|
11.7K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
126+ 100.8% |
$3.69K - $7.45K
|
251
$6.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125+ 101.63% |
$3.66K - $7.39K
|
248
$6.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
114New |
$3.34K - $6.74K
|
114
$3.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111+ 100.0% |
$3.25K - $6.56K
|
222
$6.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
108+ 100.93% |
$3.16K - $6.38K
|
215
$5.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
102+ 100.0% |
$2.98K - $6.03K
|
204
$5.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
96+ 100.0% |
$2.81K - $5.67K
|
192
$5.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
95+ 100.0% |
$2.78K - $5.62K
|
190
$5.25K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
94+ 100.0% |
$2.75K - $5.56K
|
188
$5.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
92+ 100.0% |
$2.69K - $5.44K
|
184
$5.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
81+ 100.0% |
$2.37K - $4.79K
|
162
$4.47K
|