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 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-54- 0.42% |
$2.43K - $3.03K
|
12.8K
$376K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56.9KNew |
$2.56M - $3.19M
|
56.9K
$1.67M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$135 - $168
|
3
$87.9
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.76KNew |
$169K - $211K
|
3.76K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.13% |
$45 - $56.1
|
788
$23.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.2KNew |
$817K - $1.02M
|
18.2K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-282- 6.4% |
$12.7K - $15.8K
|
4.12K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-277- 22.48% |
$12.5K - $15.5K
|
955
$28K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
24New |
$1.08K - $1.35K
|
24
$703
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$520K - $648K
|
11.6K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.87KNew |
$174K - $217K
|
3.87K
$113K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.92K+ 114.55% |
$266K - $332K
|
11.1K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
3.97KNew |
$179K - $223K
|
3.97K
$116K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
882+ 14.18% |
$39.7K - $49.5K
|
7.1K
$208K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
320New |
$14.4K - $18K
|
320
$9.38K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.38KNew |
$197K - $246K
|
4.38K
$128K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-678- 0.62% |
$30.5K - $38K
|
109K
$3.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.79KNew |
$171K - $213K
|
3.79K
$111K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-785- 96.67% |
$35.3K - $44K
|
27
$791
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.21K- 57.5% |
$54.3K - $67.7K
|
892
$26.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
121New |
$5.44K - $6.79K
|
121
$3.55K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
237New |
$10.7K - $13.3K
|
237
$6.94K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
39New |
$1.75K - $2.19K
|
39
$1.14K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
120New |
$5.4K - $6.73K
|
120
$3.52K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
56New |
$2.67K - $3K
|
56
$1.64K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37+ 1233.33% |
$1.77K - $1.98K
|
40
$1.17K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
100New |
$4.78K - $5.36K
|
100
$2.93K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.34KNew |
$255K - $286K
|
5.34K
$156K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-488- 75.89% |
$23.3K - $26.1K
|
155
$4.54K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-644- 8.09% |
$30.8K - $34.5K
|
7.32K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.69KNew |
$224K - $251K
|
4.69K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.31K- 10.77% |
$62.6K - $70.2K
|
10.9K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$7.16K - $8.04K
|
150
$4.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.15K- 36.6% |
$198K - $222K
|
7.18K
$210K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
9.51K+ 5.95% |
$454K - $510K
|
169K
$4.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 2.15% |
$1.67K - $1.88K
|
1.59K
$46.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10- 71.43% |
$478 - $536
|
4
$117
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
59New |
$2.82K - $3.16K
|
59
$1.73K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.97KNew |
$94K - $105K
|
1.97K
$57.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28New |
$1.34K - $1.5K
|
28
$820
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
722New |
$34.5K - $38.7K
|
722
$21.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-101- 69.66% |
$4.82K - $5.41K
|
44
$1.29K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$95.5 - $107
|
10.1K
$294K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.34% |
$1.93K - $2.12K
|
12.4K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.18K+ 26.92% |
$54.2K - $59.4K
|
5.55K
$163K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
20New |
$921 - $1.01K
|
20
$586
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.12KNew |
$236K - $258K
|
5.12K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.38KNew |
$63.5K - $69.5K
|
1.38K
$40.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-158- 0.38% |
$7.28K - $7.97K
|
41.2K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-34- 3.03% |
$1.57K - $1.72K
|
1.09K
$31.8K
|
|