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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.27K- 63.08% |
$381K - $417K
|
4.84K
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.34% |
$1.93K - $2.12K
|
12.4K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.18K+ 26.92% |
$54.2K - $59.4K
|
5.55K
$167K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
20New |
$921 - $1.01K
|
20
$603
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.38KNew |
$63.5K - $69.5K
|
1.38K
$41.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.12KNew |
$236K - $258K
|
5.12K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-158- 0.38% |
$7.28K - $7.97K
|
41.2K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-34- 3.03% |
$1.57K - $1.72K
|
1.09K
$32.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
364New |
$16.8K - $18.4K
|
364
$11K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
255New |
$11.7K - $12.9K
|
255
$7.69K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.12KNew |
$51.4K - $56.3K
|
1.12K
$33.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
34New |
$1.57K - $1.72K
|
34
$1.03K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
82New |
$3.78K - $4.14K
|
82
$2.47K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
136+ 14.59% |
$6.26K - $6.86K
|
1.07K
$32.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.5K+ 22.75% |
$69.1K - $75.7K
|
8.09K
$244K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-251- 5.53% |
$11.6K - $12.7K
|
4.29K
$129K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.56KNew |
$164K - $180K
|
3.56K
$107K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
60New |
$2.76K - $3.03K
|
60
$1.81K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
305New |
$14K - $15.4K
|
305
$9.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
170New |
$7.83K - $8.58K
|
170
$5.13K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
24New |
$1.11K - $1.21K
|
24
$724
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-13- 0.3% |
$599 - $656
|
4.35K
$131K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.08KNew |
$281K - $326K
|
6.08K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-447- 7.7% |
$20.7K - $24K
|
5.36K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26- 78.79% |
$1.2K - $1.39K
|
7
$211
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
17+ 0.3% |
$786 - $912
|
5.6K
$169K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.14KNew |
$52.7K - $61.1K
|
1.14K
$34.4K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
180New |
$8.32K - $9.65K
|
180
$5.43K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$2.13K - $2.47K
|
46
$1.39K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
29+ 43.94% |
$1.34K - $1.56K
|
95
$2.87K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.75KNew |
$219K - $255K
|
4.75K
$143K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 19.61% |
$55.2K - $64K
|
7.28K
$220K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
103KNew |
$4.76M - $5.52M
|
103K
$3.11M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-7.02K- 92.43% |
$325K - $377K
|
575
$17.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01KNew |
$92.7K - $108K
|
2.01K
$60.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-83- 49.4% |
$3.84K - $4.45K
|
85
$2.56K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.54K- 94.82% |
$163K - $190K
|
193
$5.82K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
116New |
$5.05K - $5.81K
|
116
$3.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-162- 2.41% |
$7.05K - $8.12K
|
6.57K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-15.3K- 94.01% |
$666K - $766K
|
975
$29.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-500- 8.56% |
$21.8K - $25.1K
|
5.34K
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1New |
$43.5 - $50.1
|
1
$30.2
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.57K+ 11.07% |
$373K - $430K
|
86K
$2.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.2KNew |
$52.3K - $60.2K
|
1.2K
$36.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
25New |
$1.09K - $1.25K
|
25
$754
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
5KNew |
$218K - $251K
|
5K
$151K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-78- 1.52% |
$3.4K - $3.91K
|
5.05K
$152K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
123New |
$5.35K - $6.16K
|
123
$3.71K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
5.66KNew |
$246K - $284K
|
5.66K
$171K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
219+ 243.33% |
$9.53K - $11K
|
309
$9.32K
|
|