Latest Institutional Transactions on Schwab Fundamental U S Small C (FNDA)

FNDA Quotes by TradingView

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 16, 2021 Q1 2021
Fort Pitt Capital Group, LLC

SELL
 -
-1.54K
Closed
$65.4K - $82.5K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-568
Closed
$19K - $24.4K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-250
Closed
$8.38K - $10.8K
0 $0
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-2.26K
Closed
$75.6K - $97.1K
0 $0
Feb 11, 2021 Q4 2020
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-6.82K
Closed
$229K - $294K
0 $0
Feb 10, 2021 Q4 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-62.6K
Closed
$2.1M - $2.69M
0 $0
Feb 09, 2021 Q4 2020
Spectrum Management Group, LLC

SELL
 -
-791
Closed
$26.5K - $34K
0 $0
Jan 19, 2021 Q4 2020
Miracle Mile Advisors, LLC

SELL
 -
-6.78K
Closed
$227K - $292K
0 $0
Jan 15, 2021 Q4 2020
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-325
Closed
$10.9K - $14K
0 $0
Q3 2020
Nov 12, 2020 Q3 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-419
- 50.06%
$12.8K - $14.9K
418 $12.2K
Oct 27, 2020 Q3 2020
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-419
Closed
$12.8K - $14.9K
0 $0
Oct 27, 2020 Q3 2020
Financial Advantage, Inc.

SELL
 -
-453
Closed
$13.9K - $16.1K
0 $0
Oct 21, 2020 Q3 2020
Edge Wealth Management LLC

SELL
 -
-218
Closed
$6.67K - $7.74K
0 $0
Q2 2020
Jul 29, 2020 Q2 2020
Slate Stone Wealth, LLC

SELL
 -
-21.7K
Closed
$515K - $780K
0 $0
Jul 28, 2020 Q2 2020
Baystate Wealth Management LLC

SELL
 -
-952
Closed
$22.6K - $34.2K
0 $0
Jul 27, 2020 Q2 2020
Berkshire Money Management, Inc.

SELL
 -
-2.33K
Closed
$55.2K - $83.7K
0 $0
Jul 27, 2020 Q2 2020
S.A. Mason LLC

SELL
 -
-445
Closed
$10.5K - $16K
0 $0
Q1 2020
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
438
+ 41.48%
$9.88K - $17.8K
1.49K $43.8K
Aug 14, 2020 Q1 2020
Ackerman Capital Advisors, LLC

SELL
 -
-118K
Closed
$2.67M - $4.82M
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-345
Closed
$7.78K - $14.1K
0 $0
May 18, 2020 Q1 2020
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
61
New
$1.38K - $2.49K
61 $1.79K
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-5.63K
Closed
$127K - $230K
0 $0
May 14, 2020 Q1 2020
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-18
Closed
$406 - $734
0 $0
May 14, 2020 Q1 2020
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-71
Closed
$1.6K - $2.89K
0 $0
May 11, 2020 Q1 2020
Ironsides Asset Advisors, LLC

Rocky Mount, NC
SELL
 -
-5K
Closed
$113K - $204K
0 $0
Apr 30, 2020 Q1 2020
Strategic Advisors LLC

SELL
 -
-42K
Closed
$949K - $1.71M
0 $0
Apr 27, 2020 Q1 2020
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-40
Closed
$902 - $1.63K
0 $0
Apr 23, 2020 Q1 2020
Lvw Advisors, LLC

SELL
 -
-87.6K
Closed
$1.98M - $3.57M
0 $0
Apr 22, 2020 Q1 2020
Sol Capital Management CO

SELL
 -
-6.41K
Closed
$145K - $261K
0 $0
Apr 21, 2020 Q1 2020
West Coast Financial LLC

SELL
 -
-19.4K
Closed
$438K - $791K
0 $0
Apr 20, 2020 Q1 2020
Firestone Capital Management

SELL
 -
-726
Closed
$16.4K - $29.6K
0 $0
Apr 16, 2020 Q1 2020
First National Corp

SELL
 -
-6.74K
Closed
$152K - $274K
0 $0
Apr 15, 2020 Q1 2020
Foresight Wealth Management, LLC

SELL
 -
-5.1K
Closed
$115K - $208K
0 $0
Apr 10, 2020 Q1 2020
Mokosak Advisory Group, LLC

SELL
 -
-73.6K
Closed
$1.66M - $3M
0 $0
Q4 2019
Feb 13, 2020 Q4 2019
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-9.06K
Closed
$329K - $365K
0 $0
Feb 07, 2020 Q4 2019
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-767
Closed
$27.9K - $30.9K
0 $0
Feb 07, 2020 Q4 2019
M&T Bank Corp

SELL
 -
-13K
Closed
$472K - $524K
0 $0
Jan 31, 2020 Q4 2019
Independence Bank Of Kentucky

SELL
 -
-29
Closed
$1.05K - $1.17K
0 $0
Jan 08, 2020 Q4 2019
Vista Private Wealth Partners. LLC

SELL
 -
-2.24K
Closed
$81.3K - $90.2K
0 $0
Q3 2019
Nov 13, 2019 Q3 2019
Destination Wealth Management

SELL
 -
-746
Closed
$28.1K - $29K
0 $0
Nov 12, 2019 Q3 2019
Burleson & Company, LLC

SELL
 -
-6.91K
Closed
$260K - $268K
0 $0
Nov 08, 2019 Q3 2019
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-2.06K
Closed
$77.7K - $80.2K
0 $0
Nov 01, 2019 Q3 2019
Access Financial Services, Inc.

SELL
 -
-7.96K
Closed
$300K - $309K
0 $0
Oct 18, 2019 Q3 2019
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-153
Closed
$5.76K - $5.94K
0 $0
Q2 2019
Jul 23, 2019 Q2 2019
Wespac Advisors, LLC

SELL
 -
-6.74K
Closed
N/A
0 $0
Jul 17, 2019 Q2 2019
Atwood & Palmer Inc

SELL
 -
-300
Closed
N/A
0 $0
Jul 15, 2019 Q2 2019
First Hawaiian Bank

SELL
 -
-162
Closed
N/A
0 $0
Q1 2019
May 15, 2019 Q1 2019
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 -
-35
- 97.22%
N/A
1 $29.3
May 14, 2019 Q1 2019
Usa Financial Portformulas Corp

Ada, MI
SELL
 -
-15
Closed
N/A
0 $0

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