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 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.22K+ 29.53% |
$32.8K - $37.9K
|
5.36K
$157K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
23+ 0.18% |
$618 - $713
|
12.8K
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.11K+ 3.63% |
$29.9K - $34.5K
|
31.8K
$931K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.45KNew |
$227K - $262K
|
8.45K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-10.9K- 19.32% |
$293K - $337K
|
45.5K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 18.18% |
$269 - $310
|
65
$1.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22.6K+ 1.1% |
$608K - $702K
|
2.09M
$61.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
57+ 0.59% |
$1.53K - $1.77K
|
9.75K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.76K- 9.7% |
$74.2K - $85.5K
|
25.7K
$753K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-310- 1.83% |
$8.33K - $9.61K
|
16.6K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.21KNew |
$32.5K - $37.5K
|
1.21K
$35.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42New |
$1.13K - $1.3K
|
42
$1.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 14.49% |
$37K - $42.6K
|
8.12K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-484- 5.33% |
$13K - $15K
|
8.6K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-108- 1.44% |
$2.9K - $3.35K
|
7.37K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-4.55K- 24.93% |
$122K - $141K
|
13.7K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.91K+ 5.2% |
$78.1K - $90.1K
|
58.8K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
294+ 22.55% |
$7.9K - $9.11K
|
1.6K
$46.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
41+ 0.19% |
$1.1K - $1.27K
|
21.6K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.39K+ 56.07% |
$118K - $136K
|
12.2K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.11K+ 10.14% |
$56.7K - $65.4K
|
22.9K
$672K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
594+ 6.88% |
$16K - $18.4K
|
9.23K
$270K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-17.6K- 9.75% |
$474K - $547K
|
163K
$4.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
22.4K+ 3.83% |
$602K - $695K
|
608K
$17.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
18.6K+ 5.02% |
$500K - $577K
|
390K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.69K- 1.87% |
$45.4K - $52.3K
|
88.6K
$2.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.81K- 7.49% |
$75.6K - $87.2K
|
34.7K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.01KNew |
$54.1K - $62.4K
|
2.01K
$59K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.8K- 18.0% |
$129K - $149K
|
21.9K
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 3.9% |
$313K - $361K
|
287K
$8.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
681+ 0.95% |
$18.3K - $21.1K
|
72.5K
$2.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.68K- 2.95% |
$45K - $51.9K
|
55.1K
$1.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-335- 19.85% |
$9K - $10.4K
|
1.35K
$39.6K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.4KNew |
$41K - $82.8K
|
1.4K
$41K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-441K- 37.26% |
$12.9M - $26.1M
|
743K
$21.8M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-40.3K- 1.53% |
$1.18M - $2.38M
|
2.6M
$76.1M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
383New |
$11.2K - $22.6K
|
383
$11.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
38New |
$1.11K - $2.25K
|
38
$1.11K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-372Closed |
$10.9K - $22K
|
0
$0
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
233New |
$6.82K - $13.8K
|
233
$6.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
19.3K+ 95.39% |
$564K - $1.14M
|
39.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.97KNew |
$86.9K - $176K
|
2.97K
$87K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19K+ 9.98% |
$555K - $1.12M
|
209K
$6.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 41.74% |
$84.2K - $170K
|
9.77K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.55KNew |
$279K - $565K
|
9.55K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$455K - $920K
|
15.6K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
53+ 98.15% |
$1.55K - $3.13K
|
107
$3.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
357+ 100.0% |
$10.4K - $21.1K
|
714
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.87KNew |
$260K - $524K
|
8.87K
$260K
|
|