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 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-18.1K- 61.61% |
$486K - $560K
|
11.3K
$330K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.64K- 12.08% |
$44.1K - $50.9K
|
12K
$350K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$312K - $359K
|
11.6K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
28.2K+ 2.71% |
$758K - $874K
|
1.07M
$31.3M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.81K+ 24.23% |
$183K - $211K
|
34.9K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
17+ 0.2% |
$457 - $527
|
8.72K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.95K- 14.15% |
$52.3K - $60.3K
|
11.8K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
954+ 2.47% |
$25.6K - $29.6K
|
39.6K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.63K- 29.08% |
$124K - $143K
|
11.3K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
18.7KNew |
$503K - $580K
|
18.7K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
1.42K+ 0.57% |
$38.1K - $44K
|
251K
$7.35M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-380- 4.68% |
$10.2K - $11.8K
|
7.74K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.17K+ 4.64% |
$247K - $284K
|
207K
$6.06M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
346+ 159.45% |
$9.3K - $10.7K
|
563
$16.5K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.58K+ 14.04% |
$69.4K - $80.1K
|
21K
$615K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
40.6KNew |
$1.09M - $1.26M
|
40.6K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-472- 5.06% |
$12.7K - $14.6K
|
8.85K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.8K- 4.93% |
$48.3K - $55.7K
|
34.7K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
307+ 109.64% |
$8.25K - $9.51K
|
587
$17.2K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.74K- 43.95% |
$100K - $116K
|
4.76K
$140K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.9K- 11.62% |
$318K - $367K
|
90.2K
$2.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.02% |
$80.6 - $93
|
17.2K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
67+ 0.78% |
$1.8K - $2.08K
|
8.64K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-366- 1.27% |
$9.83K - $11.3K
|
28.5K
$835K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.56K- 6.62% |
$68.8K - $79.3K
|
36.1K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27+ 0.18% |
$725 - $837
|
15.4K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.12K+ 38.12% |
$57K - $65.7K
|
7.68K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.02K - $1.18K
|
38
$1.11K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.03K+ 0.98% |
$162K - $187K
|
619K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10K- 1.1% |
$269K - $311K
|
902K
$26.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.7K- 7.4% |
$288K - $332K
|
134K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.34K+ 11.85% |
$35.9K - $41.4K
|
12.6K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
670+ 3.85% |
$18K - $20.8K
|
18.1K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.16K- 7.21% |
$112K - $129K
|
53.6K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8- 0.1% |
$215 - $248
|
8.33K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.64KNew |
$70.8K - $81.7K
|
2.64K
$77.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
20.8K+ 19.41% |
$560K - $646K
|
128K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
161K+ 24.03% |
$4.32M - $4.98M
|
830K
$24.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
24.4KNew |
$655K - $755K
|
24.4K
$714K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-21.2K- 63.06% |
$569K - $656K
|
12.4K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
61New |
$1.64K - $1.89K
|
61
$1.79K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 0.23% |
$53.7 - $62
|
881
$25.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
106New |
$2.85K - $3.28K
|
106
$3.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
7.58K+ 5.04% |
$204K - $235K
|
158K
$4.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.9K+ 2.19% |
$507K - $585K
|
879K
$25.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
234+ 0.69% |
$6.29K - $7.25K
|
34.2K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.08K+ 18.88% |
$28.9K - $33.3K
|
6.77K
$198K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.64K+ 10.92% |
$70.9K - $81.7K
|
26.8K
$785K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.18K- 11.13% |
$85.4K - $98.5K
|
25.4K
$743K
|