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 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
720+ 100.0% |
$21.1K - $42.6K
|
1.44K
$40.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$650K - $1.31M
|
22.2K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26.7K+ 79.25% |
$782K - $1.58M
|
60.4K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 67.13% |
$99.9K - $202K
|
8.5K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
572+ 100.0% |
$16.7K - $33.8K
|
1.14K
$32.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15K+ 108.77% |
$440K - $889K
|
28.9K
$809K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.94K+ 126.45% |
$203K - $410K
|
12.4K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.95K+ 100.0% |
$174K - $352K
|
11.9K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
11.5KNew |
$337K - $681K
|
11.5K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
395K+ 101.73% |
$11.6M - $23.4M
|
784K
$22M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.44KNew |
$71.3K - $144K
|
2.44K
$68.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
333+ 100.0% |
$9.74K - $19.7K
|
666
$18.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.89K+ 99.97% |
$202K - $407K
|
13.8K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
64.8K+ 130.3% |
$1.9M - $3.83M
|
115K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
534K+ 98.51% |
$15.6M - $31.6M
|
1.08M
$30.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
358K+ 99.09% |
$10.5M - $21.2M
|
720K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.89K+ 100.0% |
$55.3K - $112K
|
3.78K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
10.6K+ 100.06% |
$309K - $624K
|
21.1K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
76New |
$2.22K - $4.49K
|
76
$2.13K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
358New |
$10.5K - $21.2K
|
358
$10K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.7K+ 100.0% |
$402K - $812K
|
27.5K
$770K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11.8K+ 289.11% |
$346K - $699K
|
15.9K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.94K+ 148.77% |
$174K - $351K
|
9.93K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
374K+ 104.09% |
$11M - $22.1M
|
734K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
48+ 100.0% |
$1.4K - $2.84K
|
96
$2.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
69.9K+ 93.14% |
$2.05M - $4.13M
|
145K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.02K+ 66.66% |
$235K - $474K
|
20K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
96+ 100.0% |
$2.81K - $5.67K
|
192
$5.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.2K+ 170.92% |
$1M - $2.02M
|
54.3K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
565+ 100.0% |
$16.5K - $33.4K
|
1.13K
$31.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111+ 100.0% |
$3.25K - $6.56K
|
222
$6.22K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.6K+ 107.17% |
$2.21M - $4.47M
|
146K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.8K+ 99.14% |
$814K - $1.64M
|
55.9K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.21K+ 61.41% |
$152K - $308K
|
13.7K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
800+ 100.0% |
$23.4K - $47.3K
|
1.6K
$44.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12KNew |
$350K - $707K
|
12K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.24K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.39K+ 117.59% |
$187K - $378K
|
11.8K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.3KNew |
$67.2K - $136K
|
2.3K
$64.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
135K+ 110.46% |
$3.96M - $7.99M
|
258K
$7.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
102K+ 96.82% |
$2.98M - $6.03M
|
207K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.05KNew |
$60.1K - $121K
|
2.05K
$57.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
100M+ 101.7% |
$2.94B - $5.94B
|
199M
$5.59B
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
879+ 100.0% |
$25.7K - $52K
|
1.76K
$49.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
6.15K+ 101.05% |
$180K - $364K
|
12.2K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
762+ 262.76% |
$22.3K - $45K
|
1.05K
$29.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.37K+ 100.0% |
$69.3K - $140K
|
4.74K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.9K+ 103.86% |
$406K - $821K
|
27.3K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.16K+ 250.12% |
$268K - $541K
|
12.8K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|