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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 0.12% |
$376 - $434
|
11.6K
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-17.6K- 9.75% |
$474K - $547K
|
163K
$4.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.7KNew |
$449K - $518K
|
16.7K
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
18.6K+ 5.02% |
$500K - $577K
|
390K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.69K- 1.87% |
$45.4K - $52.3K
|
88.6K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.81K- 7.49% |
$75.6K - $87.2K
|
34.7K
$950K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.01KNew |
$54.1K - $62.4K
|
2.01K
$55.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
114K+ 11.39% |
$3.06M - $3.53M
|
1.11M
$30.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 3.9% |
$313K - $361K
|
287K
$7.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.8K- 18.0% |
$129K - $149K
|
21.9K
$597K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.77K+ 6.87% |
$101K - $117K
|
58.6K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.68K- 2.95% |
$45K - $51.9K
|
55.1K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
681+ 0.95% |
$18.3K - $21.1K
|
72.5K
$1.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
36+ 0.1% |
$967 - $1.12K
|
36.7K
$1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.38K- 43.96% |
$252K - $291K
|
12K
$327K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-335- 19.85% |
$9K - $10.4K
|
1.35K
$37K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
987+ 8.3% |
$26.5K - $30.6K
|
12.9K
$352K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
17.6K+ 4.02% |
$472K - $545K
|
454K
$12.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-265- 41.02% |
$7.12K - $8.21K
|
381
$10.4K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.1KNew |
$823K - $1.66M
|
28.1K
$769K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 114.68% |
$3.72M - $7.52M
|
238K
$6.52M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
383New |
$11.2K - $22.6K
|
383
$10.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
38New |
$1.11K - $2.25K
|
38
$1.04K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-372Closed |
$10.9K - $22K
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.3K+ 97.51% |
$184K - $372K
|
12.8K
$349K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.74K+ 100.11% |
$109K - $221K
|
7.48K
$205K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
103K+ 354.75% |
$3.01M - $6.08M
|
132K
$3.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
107KNew |
$3.14M - $6.34M
|
107K
$2.93M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8.2KNew |
$240K - $485K
|
8.2K
$224K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
233New |
$6.82K - $13.8K
|
233
$6.37K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
758New |
$22.2K - $44.8K
|
758
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.3K+ 50.63% |
$417K - $843K
|
42.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
83.8K+ 884.48% |
$2.45M - $4.95M
|
93.3K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
20.7K+ 89.38% |
$606K - $1.22M
|
43.9K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35.8K+ 967.48% |
$1.05M - $2.11M
|
39.5K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.7K+ 112.64% |
$489K - $988K
|
31.6K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.99K+ 99.87% |
$87.5K - $177K
|
5.98K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 96.5% |
$911K - $1.84M
|
63.4K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.1K+ 329.83% |
$1.17M - $2.37M
|
52.3K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.55KNew |
$279K - $565K
|
9.55K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.5K+ 97.76% |
$951K - $1.92M
|
65.8K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
910K+ 98.77% |
$26.6M - $53.8M
|
1.83M
$50.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
19.3K+ 95.39% |
$564K - $1.14M
|
39.5K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
181K+ 102.42% |
$5.29M - $10.7M
|
357K
$9.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 41.74% |
$84.2K - $170K
|
9.77K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.57K- 5.01% |
$45.8K - $92.5K
|
29.7K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19K+ 9.98% |
$555K - $1.12M
|
209K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
138K+ 123.37% |
$4.04M - $8.16M
|
250K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
356New |
$10.4K - $21K
|
356
$9.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.19K
|
|