Latest Institutional Transactions on Schwab Fundamental U S Small C (FNDA)
This table provides information on the latest institutional transactions involving Schwab Fundamental U S Small C (FNDA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.74K+ 100.11% |
$109K - $221K
|
7.48K
$218K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8.2KNew |
$240K - $485K
|
8.2K
$239K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
107KNew |
$3.14M - $6.34M
|
107K
$3.12M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
103K+ 354.75% |
$3.01M - $6.08M
|
132K
$3.84M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
233New |
$6.82K - $13.8K
|
233
$6.78K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
758New |
$22.2K - $44.8K
|
758
$22.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
19.3K+ 95.39% |
$564K - $1.14M
|
39.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
910K+ 98.77% |
$26.6M - $53.8M
|
1.83M
$53.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.3K+ 50.63% |
$417K - $843K
|
42.4K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
20.7K+ 89.38% |
$606K - $1.22M
|
43.9K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35.8K+ 967.48% |
$1.05M - $2.11M
|
39.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.7K+ 112.64% |
$489K - $988K
|
31.6K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.99K+ 99.87% |
$87.5K - $177K
|
5.98K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.1K+ 329.83% |
$1.17M - $2.37M
|
52.3K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.55KNew |
$279K - $565K
|
9.55K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.5K+ 97.76% |
$951K - $1.92M
|
65.8K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
181K+ 102.42% |
$5.29M - $10.7M
|
357K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
52.4K+ 122.6% |
$1.53M - $3.1M
|
95.2K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
170K+ 98.73% |
$4.97M - $10M
|
342K
$9.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 96.5% |
$911K - $1.84M
|
63.4K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 41.74% |
$84.2K - $170K
|
9.77K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.57K- 5.01% |
$45.8K - $92.5K
|
29.7K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19K+ 9.98% |
$555K - $1.12M
|
209K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
138K+ 123.37% |
$4.04M - $8.16M
|
250K
$7.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
356New |
$10.4K - $21K
|
356
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.97KNew |
$86.9K - $176K
|
2.97K
$86.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
385K+ 104.74% |
$11.3M - $22.8M
|
753K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
29.2K+ 105.93% |
$855K - $1.73M
|
56.8K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.63K+ 8294.23% |
$252K - $510K
|
8.73K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
83.8K+ 884.48% |
$2.45M - $4.95M
|
93.3K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.6K+ 17.81% |
$338K - $683K
|
76.4K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
67+ 100.0% |
$1.96K - $3.96K
|
134
$3.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5K+ 204.76% |
$482K - $974K
|
24.5K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
219+ 100.0% |
$6.41K - $12.9K
|
438
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
286New |
$8.37K - $16.9K
|
286
$8.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.87KNew |
$260K - $524K
|
8.87K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
357+ 100.0% |
$10.4K - $21.1K
|
714
$20.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.4K+ 9.31% |
$216K - $437K
|
86.9K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
531+ 140.48% |
$15.5K - $31.4K
|
909
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
53+ 98.15% |
$1.55K - $3.13K
|
107
$3.11K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
17.3KNew |
$505K - $1.02M
|
17.3K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
821+ 97.62% |
$24K - $48.5K
|
1.66K
$48.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
14.2K+ 108.0% |
$415K - $838K
|
27.3K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$455K - $920K
|
15.6K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$70.6K - $143K
|
2.41K
$70.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
142K+ 102.08% |
$4.15M - $8.39M
|
281K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.74KNew |
$168K - $339K
|
5.74K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.39KNew |
$275K - $555K
|
9.39K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.5K+ 130.02% |
$1.54M - $3.1M
|
92.9K
$2.7M
|