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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
28.3K+ 130.8% |
$1.53M - $1.7M
|
49.9K
$1.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.83K- 1.93% |
$262K - $290K
|
245K
$7.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
276New |
$15K - $16.6K
|
276
$8.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
26.5K+ 2.72% |
$1.44M - $1.59M
|
1M
$32.3M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.99KNew |
$108K - $119K
|
1.99K
$64K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
399+ 14.23% |
$21.6K - $23.9K
|
3.2K
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-645- 8.56% |
$35K - $38.7K
|
6.89K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.42K- 2.63% |
$240K - $265K
|
163K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-129- 0.39% |
$7K - $7.74K
|
33.2K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.34K+ 15.45% |
$235K - $260K
|
32.4K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17+ 0.73% |
$922 - $1.02K
|
2.34K
$75.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.4K+ 13.9% |
$2.57M - $2.85M
|
388K
$12.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
13.3K+ 45.31% |
$724K - $800K
|
42.8K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
947+ 0.55% |
$51.4K - $56.8K
|
172K
$5.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
45+ 0.74% |
$2.44K - $2.7K
|
6.09K
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.31K+ 27.63% |
$71.2K - $78.8K
|
6.07K
$195K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
11.5KNew |
$626K - $693K
|
11.5K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.42KNew |
$457K - $506K
|
8.42K
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.39KNew |
$75.4K - $83.4K
|
1.39K
$44.7K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-147- 3.99% |
$7.98K - $8.82K
|
3.54K
$114K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9.38KNew |
$509K - $563K
|
9.38K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.42KNew |
$185K - $205K
|
3.42K
$110K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.81% |
$54.3 - $60
|
125
$4.02K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.3K- 46.86% |
$557K - $616K
|
11.7K
$375K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3- 0.05% |
$163 - $180
|
6.07K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-524- 1.75% |
$28.4K - $31.4K
|
29.5K
$949K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.82% |
$54.3 - $60
|
123
$3.96K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.01K- 18.35% |
$434K - $480K
|
35.6K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.94% |
$54.3 - $60
|
107
$3.44K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.9K+ 56.76% |
$1.24M - $1.37M
|
63.2K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-245- 8.04% |
$13.3K - $14.7K
|
2.8K
$90.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
59.4K+ 21.15% |
$3.22M - $3.56M
|
340K
$10.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
822+ 15.93% |
$44.6K - $49.3K
|
5.98K
$192K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-357- 4.55% |
$19.4K - $21.4K
|
7.48K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-121- 0.9% |
$6.57K - $7.26K
|
13.4K
$430K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.33% |
$380 - $420
|
2.15K
$69.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-147- 1.05% |
$7.98K - $8.82K
|
13.8K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.8K+ 6.98% |
$97.7K - $108K
|
27.6K
$887K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-179- 0.12% |
$9.71K - $10.7K
|
155K
$4.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.58KNew |
$194K - $215K
|
3.58K
$115K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.58K- 9.23% |
$194K - $215K
|
35.2K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18New |
$977 - $1.08K
|
18
$579
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.71K- 5.62% |
$147K - $163K
|
45.5K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5.67K+ 1.09% |
$307K - $340K
|
525K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
732+ 15.5% |
$39.7K - $43.9K
|
5.46K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.72K+ 875.88% |
$256K - $283K
|
5.26K
$169K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
38+ 0.7% |
$2.06K - $2.28K
|
5.43K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 39.49% |
$98.1K - $108K
|
6.39K
$206K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
48New |
$2.6K - $2.88K
|
48
$1.54K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-438- 9.74% |
$23.8K - $26.3K
|
4.06K
$131K
|