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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
114New |
$3.06K - $3.53K
|
114
$3.34K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.36K+ 3.99% |
$63.5K - $73.2K
|
61.5K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-6.32K- 35.45% |
$170K - $196K
|
11.5K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
117K+ 8.08% |
$3.15M - $3.63M
|
1.57M
$45.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-250- 0.27% |
$6.72K - $7.75K
|
93.6K
$2.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.02% |
$80.6 - $93
|
14K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.11% |
$134 - $155
|
4.71K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-534- 6.32% |
$14.3K - $16.5K
|
7.91K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5.63K+ 5.13% |
$151K - $174K
|
115K
$3.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.16% |
$322 - $372
|
7.62K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
9.43K+ 7.09% |
$253K - $292K
|
142K
$4.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21.5K+ 2207.2% |
$576K - $665K
|
22.4K
$657K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
401+ 3.3% |
$10.8K - $12.4K
|
12.6K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 14.62% |
$28.7K - $33.1K
|
8.37K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1K- 5.31% |
$26.9K - $31K
|
17.8K
$523K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-48- 50.0% |
$1.29K - $1.49K
|
48
$1.41K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-641- 1.18% |
$17.2K - $19.9K
|
53.8K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-285- 1.45% |
$7.66K - $8.83K
|
19.3K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.38K+ 72.47% |
$145K - $167K
|
12.8K
$375K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-198- 0.23% |
$5.32K - $6.14K
|
85.2K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
15.1K+ 1.84% |
$404K - $466K
|
833K
$24.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 3.02% |
$1.42K - $1.64K
|
1.7K
$49.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
132+ 0.86% |
$3.55K - $4.09K
|
15.5K
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-242- 16.81% |
$6.5K - $7.5K
|
1.2K
$35.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.65K+ 13.69% |
$206K - $237K
|
63.5K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$53.7 - $62
|
7.71K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-11.2K- 15.55% |
$300K - $346K
|
60.7K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-174- 1.21% |
$4.68K - $5.39K
|
14.2K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.42K+ 3.82% |
$65.1K - $75.1K
|
65.8K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$1.88K - $2.17K
|
70
$2.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.86K- 13.05% |
$76.8K - $88.6K
|
19.1K
$558K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-5.31K- 28.83% |
$143K - $165K
|
13.1K
$384K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-100- 0.13% |
$2.69K - $3.1K
|
77.1K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.3K+ 20.0% |
$142K - $164K
|
31.8K
$931K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-123K- 33.15% |
$3.3M - $3.8M
|
247K
$7.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.17K+ 100.0% |
$246K - $284K
|
18.3K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
318+ 2.32% |
$8.54K - $9.85K
|
14K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.73K+ 190.54% |
$46.5K - $53.7K
|
2.64K
$77.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.66K- 5.7% |
$98.3K - $113K
|
60.5K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
778+ 4.57% |
$20.9K - $24.1K
|
17.8K
$522K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
598New |
$16.1K - $18.5K
|
598
$17.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13.2KNew |
$356K - $410K
|
13.2K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.52K+ 29.77% |
$94.6K - $109K
|
15.3K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
252+ 0.87% |
$6.77K - $7.81K
|
29.3K
$858K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-109- 1.49% |
$2.93K - $3.38K
|
7.18K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
14+ 0.01% |
$376 - $434
|
146K
$4.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
62.4K+ 27.62% |
$1.68M - $1.93M
|
288K
$8.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-128- 3.14% |
$3.44K - $3.97K
|
3.95K
$116K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-111K- 5.56% |
$2.98M - $3.43M
|
1.88M
$55.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.22K+ 29.53% |
$32.8K - $37.9K
|
5.36K
$157K
|