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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
286New |
$8.37K - $16.9K
|
286
$8.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
219+ 100.0% |
$6.41K - $12.9K
|
438
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5K+ 204.76% |
$482K - $974K
|
24.5K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.74KNew |
$168K - $339K
|
5.74K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
46New |
$1.35K - $2.72K
|
46
$1.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.78K+ 99.97% |
$111K - $223K
|
7.56K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
61.1K+ 100.0% |
$1.79M - $3.61M
|
122K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.79KNew |
$199K - $401K
|
6.79K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.8K+ 100.0% |
$346K - $700K
|
23.7K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
79+ 100.0% |
$2.31K - $4.67K
|
158
$4.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.7KNew |
$78.9K - $159K
|
2.7K
$79K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.8KNew |
$375K - $758K
|
12.8K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.99K+ 100.0% |
$58.1K - $117K
|
3.97K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
81+ 100.0% |
$2.37K - $4.79K
|
162
$4.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
48New |
$1.4K - $2.84K
|
48
$1.41K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.89KNew |
$202K - $407K
|
6.89K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.74K+ 100.0% |
$50.9K - $103K
|
3.48K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
108+ 100.93% |
$3.16K - $6.38K
|
215
$6.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.44KNew |
$42.1K - $85.1K
|
1.44K
$42.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
114New |
$3.34K - $6.74K
|
114
$3.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6.3K+ 100.0% |
$184K - $372K
|
12.6K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20New |
$585 - $1.18K
|
20
$586
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.07K+ 100.0% |
$31.2K - $63K
|
2.13K
$62.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.95KNew |
$57.2K - $116K
|
1.95K
$57.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.23K+ 10.64% |
$65.1K - $132K
|
23.1K
$678K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
55New |
$1.61K - $3.25K
|
55
$1.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.76KNew |
$80.6K - $163K
|
2.76K
$80.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.07K+ 100.0% |
$148K - $300K
|
10.1K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10New |
$293 - $591
|
10
$293
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
395K+ 101.73% |
$11.6M - $23.4M
|
784K
$23M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
572+ 100.0% |
$16.7K - $33.8K
|
1.14K
$33.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$650K - $1.31M
|
22.2K
$651K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.7K+ 100.0% |
$402K - $812K
|
27.5K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
358New |
$10.5K - $21.2K
|
358
$10.5K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
76New |
$2.22K - $4.49K
|
76
$2.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.89K+ 100.0% |
$55.3K - $112K
|
3.78K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.44KNew |
$71.3K - $144K
|
2.44K
$71.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
333+ 100.0% |
$9.74K - $19.7K
|
666
$19.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.89K+ 99.97% |
$202K - $407K
|
13.8K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
48+ 100.0% |
$1.4K - $2.84K
|
96
$2.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.34K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
800+ 100.0% |
$23.4K - $47.3K
|
1.6K
$46.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111+ 100.0% |
$3.25K - $6.56K
|
222
$6.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
565+ 100.0% |
$16.5K - $33.4K
|
1.13K
$33.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
96+ 100.0% |
$2.81K - $5.67K
|
192
$5.63K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.05KNew |
$60.1K - $121K
|
2.05K
$60.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.3KNew |
$67.2K - $136K
|
2.3K
$67.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.37K+ 100.0% |
$69.3K - $140K
|
4.74K
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
395+ 100.0% |
$11.6K - $23.3K
|
790
$23.1K
|