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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10.4K+ 128.55% |
$303K - $612K
|
18.4K
$516K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
644K+ 98.45% |
$18.8M - $38M
|
1.3M
$36.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.04K+ 99.59% |
$177K - $357K
|
12.1K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.52K+ 100.0% |
$103K - $208K
|
7.05K
$198K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7K+ 90.13% |
$400K - $807K
|
28.8K
$808K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546+ 100.0% |
$16K - $32.3K
|
1.09K
$30.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105KNew |
$3.08M - $6.21M
|
105K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.96K+ 63.18% |
$174K - $352K
|
15.4K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 100.0% |
$468 - $946
|
32
$897
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 40.3% |
$39.6K - $79.9K
|
4.71K
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
108K+ 84.37% |
$3.16M - $6.38M
|
236K
$6.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
742+ 36.09% |
$21.7K - $43.9K
|
2.8K
$78.5K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.68K+ 137.89% |
$195K - $395K
|
11.5K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
17.5KNew |
$512K - $1.03M
|
17.5K
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
38.4K+ 98.7% |
$1.12M - $2.27M
|
77.2K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
179+ 100.0% |
$5.24K - $10.6K
|
358
$10K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.17KNew |
$268K - $542K
|
9.17K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.98K+ 103.55% |
$204K - $412K
|
13.7K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
42.5K+ 99.08% |
$1.24M - $2.51M
|
85.4K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
434K+ 101.59% |
$12.7M - $25.6M
|
861K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
64.2KNew |
$1.88M - $3.79M
|
64.2K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.9K+ 100.0% |
$1.37M - $2.77M
|
93.8K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
11K+ 100.92% |
$322K - $651K
|
21.9K
$614K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7.8K+ 117.74% |
$228K - $461K
|
14.4K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
280+ 100.0% |
$8.19K - $16.6K
|
560
$15.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.85K+ 105.6% |
$230K - $464K
|
15.3K
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
9.37K+ 91.46% |
$274K - $554K
|
19.6K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.5K+ 99.71% |
$425K - $859K
|
29.1K
$816K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
73.3K+ 123.06% |
$2.15M - $4.34M
|
133K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
227K+ 93.83% |
$6.64M - $13.4M
|
469K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 100.0% |
$234 - $473
|
16
$449
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
136+ 1.18% |
$3.98K - $8.04K
|
11.7K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.48K+ 132.76% |
$160K - $324K
|
9.6K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
420+ 100.0% |
$12.3K - $24.8K
|
840
$23.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.73K+ 72.97% |
$138K - $279K
|
11.2K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
29.5K+ 111.87% |
$864K - $1.74M
|
55.9K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.7K+ 100.0% |
$255K - $514K
|
17.4K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.23K+ 98.44% |
$270K - $545K
|
18.6K
$521K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.09KNew |
$266K - $537K
|
9.09K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
668+ 100.0% |
$19.5K - $39.5K
|
1.34K
$37.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.85K+ 99.69% |
$113K - $227K
|
7.71K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
59.9K+ 120.12% |
$1.75M - $3.54M
|
110K
$3.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.2K+ 7.32% |
$35.2K - $71.1K
|
17.6K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
634+ 100.0% |
$18.6K - $37.5K
|
1.27K
$35.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.64KNew |
$253K - $510K
|
8.64K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
306K+ 96.46% |
$8.96M - $18.1M
|
624K
$17.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.53K+ 100.12% |
$249K - $504K
|
17K
$478K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61.2K+ 149.28% |
$1.79M - $3.62M
|
102K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
34.9K+ 68.97% |
$1.02M - $2.06M
|
85.4K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
135K+ 98.41% |
$3.95M - $7.98M
|
272K
$7.63M
|