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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$455K - $920K
|
15.6K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$70.6K - $143K
|
2.41K
$67.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
142K+ 102.08% |
$4.15M - $8.39M
|
281K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.74KNew |
$168K - $339K
|
5.74K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.39KNew |
$275K - $555K
|
9.39K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.5K+ 130.02% |
$1.54M - $3.1M
|
92.9K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.76K+ 116.87% |
$256K - $518K
|
16.3K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.3K+ 100.0% |
$301K - $608K
|
20.6K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
645K+ 95.58% |
$18.9M - $38.1M
|
1.32M
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 56.42% |
$46.3K - $93.5K
|
4.39K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
61.1K+ 100.0% |
$1.79M - $3.61M
|
122K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.79KNew |
$199K - $401K
|
6.79K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.8K+ 100.0% |
$346K - $700K
|
23.7K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
79+ 100.0% |
$2.31K - $4.67K
|
158
$4.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.7KNew |
$78.9K - $159K
|
2.7K
$75.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18KNew |
$527K - $1.06M
|
18K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
67.4K+ 95.48% |
$1.97M - $3.98M
|
138K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.24K+ 102.9% |
$183K - $369K
|
12.3K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
33.8K+ 101.93% |
$990K - $2M
|
67K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.31M+ 102.33% |
$38.4M - $77.6M
|
2.6M
$72.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
447K+ 131.5% |
$13.1M - $26.4M
|
788K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.81K+ 107.88% |
$228K - $461K
|
15K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.59K+ 945.24% |
$46.5K - $93.9K
|
1.76K
$49.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
785K+ 621.38% |
$23M - $46.4M
|
912K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.1KNew |
$998K - $2.02M
|
34.1K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
46New |
$1.35K - $2.72K
|
46
$1.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.05KNew |
$148K - $298K
|
5.05K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
161K+ 35.59% |
$4.71M - $9.51M
|
613K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.78K+ 99.97% |
$111K - $223K
|
7.56K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51Closed |
$1.49K - $3.01K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.4KNew |
$538K - $1.09M
|
18.4K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.99K+ 100.0% |
$58.1K - $117K
|
3.97K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.6K+ 119.96% |
$457K - $924K
|
28.7K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
217New |
$6.35K - $12.8K
|
217
$6.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18.4K+ 97.75% |
$540K - $1.09M
|
37.3K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15+ 100.0% |
$439 - $887
|
30
$841
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.6K+ 91.71% |
$544K - $1.1M
|
38.9K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.3K+ 96.29% |
$1.29M - $2.62M
|
90.2K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.44K+ 52.11% |
$159K - $321K
|
15.9K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147K+ 115.57% |
$4.3M - $8.68M
|
274K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.6K+ 44.42% |
$193K - $390K
|
21.4K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.2K+ 78.71% |
$621K - $1.26M
|
48.2K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$314K - $634K
|
10.7K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
149K+ 109.9% |
$4.36M - $8.81M
|
285K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
7.08K+ 139.64% |
$207K - $418K
|
12.2K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2K+ 82.15% |
$58.4K - $118K
|
4.43K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.63K+ 100.05% |
$165K - $333K
|
11.3K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.8KNew |
$375K - $758K
|
12.8K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41K+ 123.37% |
$1.2M - $2.42M
|
74.2K
$2.08M
|