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 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
666+ 11.97% |
$36.1K - $40K
|
6.23K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.08K- 2.17% |
$113K - $125K
|
93.8K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-54- 15.65% |
$2.93K - $3.24K
|
291
$9.36K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-40- 0.53% |
$2.17K - $2.4K
|
7.5K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.52KNew |
$191K - $211K
|
3.52K
$113K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
488+ 13.06% |
$26.5K - $29.3K
|
4.23K
$136K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
948+ 15.02% |
$51.4K - $56.9K
|
7.26K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-183- 1.14% |
$9.93K - $11K
|
15.9K
$513K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-153- 1.36% |
$8.3K - $9.18K
|
11.1K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-639- 78.12% |
$34.7K - $38.3K
|
179
$5.76K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.7K+ 40.74% |
$92.1K - $102K
|
5.87K
$189K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-25.5K- 19.69% |
$1.38M - $1.53M
|
104K
$3.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
217+ 3.39% |
$11.8K - $13K
|
6.62K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
49.4K+ 7.77% |
$2.68M - $2.96M
|
685K
$22M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
654+ 10.75% |
$35.5K - $39.2K
|
6.74K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.72K- 29.46% |
$419K - $463K
|
18.5K
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.2K+ 16.42% |
$64.9K - $71.8K
|
8.49K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-588- 10.51% |
$31.9K - $35.3K
|
5.01K
$161K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-291- 0.39% |
$15.8K - $17.5K
|
74.7K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1.14K+ 0.28% |
$61.9K - $68.4K
|
413K
$13.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
67+ 1.4% |
$3.64K - $4.02K
|
4.85K
$156K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-373- 9.66% |
$20.2K - $22.4K
|
3.49K
$112K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
120+ 307.69% |
$6.51K - $7.2K
|
159
$5.12K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.24K+ 3.14% |
$230K - $254K
|
139K
$4.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
280New |
$15.2K - $16.8K
|
280
$9.01K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-64- 0.45% |
$3.47K - $3.84K
|
14.2K
$457K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.15K+ 740.65% |
$62.3K - $68.9K
|
1.3K
$41.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.79KNew |
$205K - $227K
|
3.79K
$122K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.23K+ 1.85% |
$175K - $194K
|
178K
$5.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 18.6% |
$434 - $480
|
51
$1.64K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.61K+ 4.4% |
$413K - $457K
|
180K
$5.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 28.57% |
$326 - $360
|
27
$869
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-3.38K- 0.64% |
$183K - $203K
|
529K
$17M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
106+ 0.63% |
$5.75K - $6.36K
|
16.9K
$544K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9.69K- 0.92% |
$526K - $581K
|
1.04M
$33.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.1K+ 5.84% |
$546K - $604K
|
183K
$5.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.5KNew |
$190K - $210K
|
3.5K
$113K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
123+ 0.68% |
$6.67K - $7.38K
|
18.2K
$587K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-912- 4.05% |
$49.5K - $54.7K
|
21.6K
$696K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.82KNew |
$153K - $169K
|
2.82K
$90.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.1K+ 51.38% |
$168K - $186K
|
9.13K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
751New |
$40.7K - $45.1K
|
751
$24.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
20+ 0.29% |
$1.09K - $1.2K
|
6.93K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.24K- 29.53% |
$176K - $194K
|
7.74K
$249K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.75K+ 93.31% |
$149K - $165K
|
5.69K
$183K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-3.32K- 3.95% |
$180K - $199K
|
80.6K
$2.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 32.39% |
$157K - $174K
|
6.04K
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-75- 2.05% |
$4.07K - $4.5K
|
3.58K
$115K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.81K+ 23.66% |
$97.9K - $108K
|
9.44K
$304K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.17K+ 6.34% |
$117K - $130K
|
36.3K
$1.17M
|