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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.05K- 19.93% |
$49K - $58.9K
|
8.25K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.14M- 96.11% |
$27.1M - $32.6M
|
46K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.9K+ 60.46% |
$260K - $313K
|
29K
$849K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.87K+ 12.28% |
$164K - $197K
|
62.8K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.08% |
$71.6 - $86.1
|
3.85K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.06K- 4.46% |
$25.2K - $30.3K
|
22.6K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18+ 0.31% |
$429 - $516
|
5.76K
$169K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.8K+ 9.41% |
$949K - $1.14M
|
463K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-231- 32.13% |
$5.51K - $6.63K
|
488
$14.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.85K- 6.88% |
$44.2K - $53.2K
|
25.1K
$735K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
593+ 2.11% |
$14.1K - $17K
|
28.6K
$840K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-31.9K- 3.53% |
$760K - $914K
|
870K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 6.44% |
$42.1K - $50.6K
|
25.6K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-908- 1.96% |
$21.7K - $26.1K
|
45.4K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$23.9 - $28.7
|
209K
$6.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
167+ 1.34% |
$3.98K - $4.79K
|
12.7K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
127KNew |
$3.03M - $3.64M
|
127K
$3.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.1K- 66.13% |
$671K - $807K
|
14.4K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
43.6K+ 11.48% |
$1.04M - $1.25M
|
424K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
272New |
$6.49K - $7.8K
|
272
$7.98K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 2.9% |
$26.6K - $32K
|
37.3K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$264K - $317K
|
11.1K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.46K+ 24.7% |
$58.7K - $70.6K
|
12.4K
$364K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23- 1.29% |
$549 - $660
|
1.76K
$51.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
53K+ 2.01% |
$1.27M - $1.52M
|
2.69M
$78.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.94K- 16.69% |
$46.2K - $55.5K
|
9.66K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.83K- 8.06% |
$43.6K - $52.4K
|
20.9K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
188+ 2.52% |
$4.48K - $5.39K
|
7.64K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-172- 85.15% |
$4.1K - $4.93K
|
30
$880
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 6.13% |
$580K - $698K
|
421K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-2.69K- 3.04% |
$64.2K - $77.2K
|
85.9K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.38K- 1.59% |
$56.7K - $68.2K
|
147K
$4.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.37% |
$23.9 - $28.7
|
270
$7.92K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.47% |
$23.9 - $28.7
|
216
$6.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.5M- 9.74% |
$465M - $560M
|
181M
$5.3B
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.04% |
$71.6 - $86.1
|
7.38K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
894K+ 25486.23% |
$21.3M - $25.7M
|
898K
$26.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.31K- 10.49% |
$31.2K - $37.5K
|
11.2K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
928+ 59.72% |
$22.1K - $26.6K
|
2.48K
$72.8K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
804+ 0.53% |
$19.2K - $23.1K
|
152K
$4.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-114- 1.09% |
$2.72K - $3.27K
|
10.3K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.49K- 2.72% |
$107K - $129K
|
161K
$4.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-444- 8.65% |
$10.6K - $12.7K
|
4.69K
$138K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4- 0.37% |
$95.4 - $115
|
1.06K
$31.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-173- 1.64% |
$4.13K - $4.96K
|
10.3K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
276New |
$6.58K - $7.92K
|
276
$8.09K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
244K+ 1332.5% |
$5.83M - $7.01M
|
263K
$7.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
102KNew |
$2.43M - $2.92M
|
102K
$2.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500+ 0.56% |
$11.9K - $14.3K
|
89.9K
$2.63M
|