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 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.31K+ 48.86% |
$67.5K - $136K
|
7.03K
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
217+ 100.0% |
$6.35K - $12.8K
|
434
$12.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
18K+ 97.28% |
$526K - $1.06M
|
36.5K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.58K+ 100.0% |
$105K - $211K
|
7.15K
$200K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
6.99K+ 100.0% |
$205K - $413K
|
14K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 89.75% |
$131K - $266K
|
9.5K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.08K+ 111.35% |
$237K - $478K
|
15.3K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.8K+ 101.05% |
$317K - $640K
|
21.5K
$604K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.61KNew |
$223K - $450K
|
7.61K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 100.0% |
$32K - $64.7K
|
2.19K
$61.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.8K+ 101.1% |
$433K - $875K
|
29.4K
$825K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.1K+ 107.17% |
$500K - $1.01M
|
33K
$926K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.5K+ 100.0% |
$102K - $207K
|
7K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.84K+ 217.57% |
$83K - $168K
|
4.14K
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.85K+ 100.0% |
$142K - $287K
|
9.69K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
357+ 100.0% |
$10.4K - $21.1K
|
714
$20K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
132K+ 139.52% |
$3.85M - $7.78M
|
226K
$6.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
291+ 100.0% |
$8.51K - $17.2K
|
582
$16.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
609+ 87.63% |
$17.8K - $36K
|
1.3K
$36.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
19.2KNew |
$562K - $1.14M
|
19.2K
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9.38K+ 100.0% |
$275K - $555K
|
18.8K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 48.72% |
$294K - $594K
|
30.7K
$860K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
87.2K+ 92.91% |
$2.55M - $5.15M
|
181K
$5.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.76K+ 100.0% |
$80.6K - $163K
|
5.51K
$155K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
486+ 100.0% |
$14.2K - $28.7K
|
972
$27.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
823+ 95.14% |
$24.1K - $48.6K
|
1.69K
$47.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
205+ 100.0% |
$6K - $12.1K
|
410
$11.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.23K- 4.83% |
$35.8K - $72.4K
|
24.1K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 104.55% |
$673 - $1.36K
|
45
$1.26K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.3K+ 137.77% |
$302K - $611K
|
17.8K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
19.6K+ 99.48% |
$574K - $1.16M
|
39.4K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
190K+ 105.08% |
$5.55M - $11.2M
|
370K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 100.0% |
$390K - $788K
|
26.7K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
950+ 100.0% |
$27.8K - $56.2K
|
1.9K
$53.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
190K+ 106.34% |
$5.55M - $11.2M
|
368K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
766K+ 111.84% |
$22.4M - $45.3M
|
1.45M
$40.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
304K+ 107.9% |
$8.89M - $18M
|
585K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
29.8K+ 120.64% |
$872K - $1.76M
|
54.5K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
616+ 100.0% |
$18K - $36.4K
|
1.23K
$34.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
189K+ 103.39% |
$5.52M - $11.2M
|
371K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.68K+ 97.31% |
$108K - $218K
|
7.47K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
16.9KNew |
$496K - $1M
|
16.9K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
638+ 8.17% |
$18.7K - $37.7K
|
8.44K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
92.7K+ 101.79% |
$2.71M - $5.48M
|
184K
$5.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.56K+ 77.77% |
$133K - $270K
|
10.4K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.1K+ 93.26% |
$530K - $1.07M
|
37.5K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
18.4K+ 100.94% |
$539K - $1.09M
|
36.7K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
38+ 88.37% |
$1.11K - $2.25K
|
81
$2.27K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
956K+ 92.09% |
$28M - $56.5M
|
1.99M
$55.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
75.7K+ 101.23% |
$2.21M - $4.47M
|
150K
$4.22M
|