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 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.1M+ 0.55% |
$29.6M - $34.1M
|
200M
$5.87B
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
148New |
$3.98K - $4.59K
|
148
$4.34K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
14.1KNew |
$379K - $437K
|
14.1K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.86K- 10.2% |
$49.9K - $57.5K
|
16.3K
$479K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
26.7K+ 9402.11% |
$717K - $827K
|
27K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
101KNew |
$2.71M - $3.12M
|
101K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-95.6K- 31.14% |
$2.57M - $2.96M
|
211K
$6.19M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
368K+ 278.81% |
$9.88M - $11.4M
|
499K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.46K- 36.57% |
$92.9K - $107K
|
6K
$176K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-440- 0.73% |
$11.8K - $13.6K
|
59.8K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.4K- 17.14% |
$278K - $321K
|
50.1K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.28% |
$28.7K - $33.1K
|
19.2K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.79K+ 1.23% |
$156K - $179K
|
475K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
152New |
$4.08K - $4.71K
|
152
$4.45K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.09K- 7.51% |
$29.3K - $33.7K
|
13.4K
$393K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.83K+ 45.61% |
$157K - $181K
|
18.6K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.94K+ 4.61% |
$106K - $122K
|
89.4K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.61K+ 8.85% |
$70K - $80.8K
|
32K
$939K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
27.4K+ 5.64% |
$737K - $850K
|
514K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
37.4K+ 358.61% |
$1M - $1.16M
|
47.8K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.2K+ 9.01% |
$247K - $285K
|
111K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 9.71% |
$943K - $1.09M
|
396K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-2.89K- 0.46% |
$77.7K - $89.6K
|
621K
$18.2M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.55K+ 1.38% |
$95.4K - $110K
|
261K
$7.65M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6.48K+ 3.44% |
$174K - $201K
|
195K
$5.71M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
264+ 3.69% |
$7.09K - $8.18K
|
7.42K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.46K- 19.81% |
$66.1K - $76.2K
|
9.96K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
58.6K+ 7.44% |
$1.57M - $1.82M
|
846K
$24.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-782- 15.49% |
$21K - $24.2K
|
4.27K
$125K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
31.3K+ 13.25% |
$842K - $971K
|
268K
$7.84M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
276+ 2.6% |
$7.42K - $8.55K
|
10.9K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.99K+ 7.36% |
$107K - $124K
|
58.3K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
531+ 3.47% |
$14.3K - $16.5K
|
15.8K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7K+ 19.66% |
$477K - $550K
|
108K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-247- 0.37% |
$6.64K - $7.65K
|
66.8K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
88+ 8.37% |
$2.36K - $2.73K
|
1.14K
$33.4K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-523K- 40.32% |
$14.1M - $16.2M
|
774K
$22.7M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
23+ 0.19% |
$618 - $713
|
12.3K
$359K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-49.2K- 22.98% |
$1.32M - $1.53M
|
165K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.56K+ 18.6% |
$95.5K - $110K
|
22.7K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.4% |
$26.9 - $31
|
252
$7.38K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-1.74K- 9.21% |
$46.8K - $54K
|
17.2K
$503K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
802+ 2.94% |
$21.5K - $24.9K
|
28.1K
$822K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-153- 9.21% |
$4.11K - $4.74K
|
1.51K
$44.2K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
16+ 0.18% |
$430 - $496
|
8.79K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
28.2K+ 2.71% |
$758K - $874K
|
1.07M
$31.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.98K+ 14.48% |
$53.3K - $61.5K
|
15.7K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.9K+ 6.75% |
$105K - $121K
|
61.7K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-18.1K- 61.61% |
$486K - $560K
|
11.3K
$330K
|