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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 4.83% |
$324K - $374K
|
262K
$7.67M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24- 0.54% |
$645 - $744
|
4.4K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-18- 0.15% |
$484 - $558
|
12.3K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.17KNew |
$220K - $253K
|
8.17K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 15.97% |
$363K - $419K
|
71.2K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.01% |
$53.7 - $62
|
15.9K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
22.7K+ 6.34% |
$609K - $702K
|
380K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
748+ 210.11% |
$20.1K - $23.2K
|
1.1K
$32.3K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29K+ 135.19% |
$779K - $898K
|
50.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.64K+ 6.96% |
$97.7K - $113K
|
55.9K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 58.33% |
$1.03M - $1.19M
|
104K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.28K+ 94.53% |
$61.3K - $70.7K
|
4.69K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.04K- 1.23% |
$243K - $280K
|
725K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.04K+ 4.07% |
$27.9K - $32.1K
|
26.5K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
160New |
$4.3K - $4.96K
|
160
$4.69K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.82K+ 10.04% |
$156K - $180K
|
63.8K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.5K+ 7.29% |
$550K - $635K
|
302K
$8.84M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.94K+ 2197.01% |
$79.1K - $91.2K
|
3.08K
$90.2K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.9KNew |
$697K - $804K
|
25.9K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.4K+ 14.37% |
$1.06M - $1.22M
|
313K
$9.18M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
113K+ 130.05% |
$3.04M - $3.5M
|
200K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.4K+ 29.26% |
$601K - $693K
|
98.8K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.11K- 2.53% |
$29.9K - $34.5K
|
42.8K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39+ 0.1% |
$1.05K - $1.21K
|
38.9K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
13.8K+ 13.44% |
$370K - $427K
|
116K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.98K+ 22.63% |
$53.1K - $61.2K
|
10.7K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-568K- 32.67% |
$15.3M - $17.6M
|
1.17M
$34.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.7K- 21.98% |
$342K - $395K
|
45.2K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.19% |
$242 - $279
|
4.7K
$138K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.84K- 15.46% |
$76.4K - $88.1K
|
15.5K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-44- 2.75% |
$1.18K - $1.36K
|
1.55K
$45.5K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
38.5KNew |
$1.03M - $1.19M
|
38.5K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
373+ 1.18% |
$10K - $11.6K
|
32.1K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.8K+ 78.75% |
$156K - $180K
|
13.2K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$277K - $319K
|
10.3K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-82- 51.9% |
$2.2K - $2.54K
|
76
$2.23K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.14K- 35.76% |
$57.5K - $66.3K
|
3.84K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.7K+ 11.8% |
$1.2M - $1.38M
|
423K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11K+ 37.0% |
$295K - $340K
|
40.6K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.2K+ 4979.17% |
$32.1K - $37K
|
1.22K
$35.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-386- 1.41% |
$10.4K - $12K
|
26.9K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 8.47% |
$564 - $651
|
269
$7.88K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.33K+ 5.74% |
$143K - $165K
|
98.2K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.26K+ 6.05% |
$60.6K - $69.9K
|
39.6K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
10.1K+ 87.38% |
$271K - $312K
|
21.6K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-244- 1.19% |
$6.56K - $7.56K
|
20.3K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.65K+ 4.19% |
$44.3K - $51.1K
|
41K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.36K- 7.23% |
$144K - $166K
|
68.8K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 17.6% |
$161K - $186K
|
40.1K
$1.17M
|