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 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.45K+ 21.34% |
$92.7K - $107K
|
19.6K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.32KNew |
$35.4K - $40.8K
|
1.32K
$38.6K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
172+ 573.33% |
$4.62K - $5.33K
|
202
$5.92K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.27K+ 22.27% |
$61K - $70.4K
|
12.5K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.84K- 53.03% |
$211K - $243K
|
6.94K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-10.2K- 56.6% |
$274K - $316K
|
7.81K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 13.21% |
$112K - $129K
|
27.4K
$803K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.7K+ 24.58% |
$99.4K - $115K
|
18.7K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.24K+ 2.89% |
$221K - $255K
|
293K
$8.59M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
719New |
$19.3K - $22.3K
|
719
$21.1K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
61+ 0.58% |
$1.64K - $1.89K
|
10.5K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
16+ 0.2% |
$430 - $496
|
8.21K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.89K- 10.08% |
$77.6K - $89.5K
|
25.8K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.71KNew |
$207K - $239K
|
7.71K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
55.1KNew |
$1.48M - $1.71M
|
55.1K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
568+ 4.43% |
$15.3K - $17.6K
|
13.4K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-27K- 68.34% |
$724K - $836K
|
12.5K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
67.6K+ 3.69% |
$1.82M - $2.09M
|
1.9M
$55.6M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
748+ 17.05% |
$20.1K - $23.2K
|
5.13K
$150K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-356- 2.06% |
$9.57K - $11K
|
16.9K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.7K+ 21.42% |
$556K - $641K
|
117K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 1.48% |
$699 - $806
|
1.78K
$52.3K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.45K- 1.6% |
$39K - $44.9K
|
89.2K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.2K+ 9.63% |
$274K - $316K
|
116K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.84K- 13.19% |
$103K - $119K
|
25.3K
$740K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
901+ 8.4% |
$24.2K - $27.9K
|
11.6K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$53.7 - $62
|
915
$26.8K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.1KNew |
$271K - $312K
|
10.1K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2+ 0.19% |
$53.7 - $62
|
1.07K
$31.3K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10+ 0.09% |
$269 - $310
|
11.3K
$330K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
39.5KNew |
$1.06M - $1.22M
|
39.5K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.69K+ 3.21% |
$126K - $145K
|
151K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
260New |
$6.99K - $8.06K
|
260
$7.62K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.51K- 12.61% |
$40.5K - $46.7K
|
10.4K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
270+ 22.92% |
$7.25K - $8.37K
|
1.45K
$42.4K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.94K- 1.92% |
$79K - $91.1K
|
150K
$4.39M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.26K+ 13.46% |
$33.9K - $39.1K
|
10.6K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-4.33K- 20.52% |
$116K - $134K
|
16.8K
$492K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$269K - $310K
|
10K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
13.7KNew |
$367K - $424K
|
13.7K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.1K+ 13.48% |
$245K - $282K
|
76.6K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-636- 2.18% |
$17.1K - $19.7K
|
28.5K
$835K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47.4K- 50.85% |
$1.27M - $1.47M
|
45.9K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-107K- 9.97% |
$2.88M - $3.33M
|
969K
$28.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
91+ 1.15% |
$2.45K - $2.82K
|
8.02K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.51K+ 1.7% |
$94.3K - $109K
|
209K
$6.14M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 29.93% |
$79.9K - $92.1K
|
6.96K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-701- 0.78% |
$18.8K - $21.7K
|
89.1K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.91K+ 1.4% |
$78.2K - $90.2K
|
210K
$6.16M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.51KNew |
$94.3K - $109K
|
3.51K
$103K
|