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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-190- 2.1% |
$10.3K - $11.4K
|
8.86K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.24K+ 70.96% |
$176K - $194K
|
7.81K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-377- 12.03% |
$20.5K - $22.6K
|
2.76K
$88.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.1% |
$109 - $120
|
2.06K
$66.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.82K+ 4.43% |
$316K - $349K
|
137K
$4.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-108- 2.81% |
$5.86K - $6.48K
|
3.74K
$120K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.49KNew |
$244K - $270K
|
4.49K
$145K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
255+ 46.11% |
$13.8K - $15.3K
|
808
$26K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.25K+ 3.02% |
$448K - $495K
|
282K
$9.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-12- 0.03% |
$651 - $720
|
38.9K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-542- 2.15% |
$29.4K - $32.5K
|
24.7K
$794K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.54K+ 57.66% |
$301K - $333K
|
15.2K
$488K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
925+ 39.38% |
$50.2K - $55.5K
|
3.27K
$105K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.43K- 2.99% |
$186K - $206K
|
111K
$3.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.35K+ 2.19% |
$128K - $141K
|
110K
$3.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-45- 0.6% |
$2.44K - $2.7K
|
7.44K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
232+ 4.8% |
$12.6K - $13.9K
|
5.07K
$163K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
2.11K+ 4.36% |
$114K - $127K
|
50.5K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
711+ 8.03% |
$38.6K - $42.7K
|
9.56K
$308K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.62% |
$1.52K - $1.68K
|
4.52K
$146K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-34.3K- 21.13% |
$1.86M - $2.06M
|
128K
$4.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.35% |
$380 - $420
|
2.03K
$65.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.23% |
$814 - $900
|
6.46K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-75- 1.53% |
$4.07K - $4.5K
|
4.84K
$156K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
317+ 7.2% |
$17.2K - $19K
|
4.72K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
357New |
$19.4K - $21.4K
|
357
$11.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
486+ 10.57% |
$26.4K - $29.2K
|
5.09K
$164K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.15% |
$705 - $780
|
8.52K
$274K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-10- 0.26% |
$543 - $600
|
3.86K
$124K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.05K+ 21.93% |
$274K - $303K
|
28.1K
$903K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
52New |
$2.82K - $3.12K
|
52
$1.67K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
277+ 0.37% |
$15K - $16.6K
|
74.7K
$2.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
7.72K+ 12.29% |
$419K - $463K
|
70.6K
$2.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-153- 3.01% |
$8.3K - $9.18K
|
4.94K
$159K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.08% |
$597 - $660
|
14.5K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 84.32% |
$1.02M - $1.12M
|
41K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
288+ 1.08% |
$15.6K - $17.3K
|
27K
$869K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.22K+ 4.64% |
$446K - $493K
|
186K
$5.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
800New |
$43.4K - $48K
|
800
$25.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21+ 0.3% |
$1.14K - $1.26K
|
6.97K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86+ 0.23% |
$4.67K - $5.16K
|
38.2K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.12K- 2.38% |
$60.8K - $67.2K
|
46K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
177New |
$9.6K - $10.6K
|
177
$5.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
9.37KNew |
$508K - $562K
|
9.37K
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
20.5K+ 3.25% |
$1.11M - $1.23M
|
654K
$21M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.81K+ 2.35% |
$532K - $589K
|
427K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9- 1.06% |
$488 - $540
|
841
$27.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-48Closed |
$2.6K - $2.88K
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-329- 8.33% |
$17.9K - $19.7K
|
3.62K
$116K
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
58+ 0.06% |
$3.15K - $3.48K
|
91.1K
$2.93M
|