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 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26New |
$761 - $1.54K
|
26
$762
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
76+ 100.0% |
$2.22K - $4.49K
|
152
$4.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 100.0% |
$42K - $84.9K
|
2.87K
$84.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
768New |
$22.5K - $45.4K
|
768
$22.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
205+ 100.0% |
$6K - $12.1K
|
410
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.01KNew |
$205K - $414K
|
7.01K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
92+ 100.0% |
$2.69K - $5.44K
|
184
$5.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.67K+ 100.0% |
$107K - $217K
|
7.34K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
14+ 100.0% |
$410 - $828
|
28
$820
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
808+ 100.0% |
$23.6K - $47.8K
|
1.62K
$47.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
95+ 100.0% |
$2.78K - $5.62K
|
190
$5.57K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
346+ 100.0% |
$10.1K - $20.5K
|
692
$20.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
544+ 100.0% |
$15.9K - $32.2K
|
1.09K
$31.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.08K+ 99.99% |
$266K - $537K
|
18.2K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.23K+ 76.45% |
$94.5K - $191K
|
7.46K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
183+ 100.0% |
$5.35K - $10.8K
|
366
$10.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
873+ 100.11% |
$25.5K - $51.6K
|
1.75K
$51.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.21K+ 70.36% |
$123K - $249K
|
10.2K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
312New |
$9.13K - $18.4K
|
312
$9.14K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-115K- 21.71% |
$3.37M - $6.8M
|
415K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-305- 42.78% |
$8.92K - $18K
|
408
$12K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
695+ 100.0% |
$20.3K - $41.1K
|
1.39K
$40.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
284+ 156.04% |
$8.31K - $16.8K
|
466
$13.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
94+ 100.0% |
$2.75K - $5.56K
|
188
$5.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 178.51% |
$64.4K - $130K
|
3.43K
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
22New |
$644 - $1.3K
|
22
$645
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 100.0% |
$42.9K - $86.6K
|
2.93K
$85.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 100.0% |
$29.3 - $59.1
|
2
$58.6
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.04K+ 100.0% |
$118K - $239K
|
8.08K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.63K+ 88.19% |
$136K - $274K
|
9.88K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.89K+ 98.4% |
$114K - $230K
|
7.84K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.78KNew |
$52K - $105K
|
1.78K
$52.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
102+ 100.0% |
$2.98K - $6.03K
|
204
$5.98K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
736+ 100.0% |
$21.5K - $43.5K
|
1.47K
$43.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.8K+ 100.0% |
$551K - $1.11M
|
37.7K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
228New |
$6.67K - $13.5K
|
228
$6.68K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
48+ 102.13% |
$1.4K - $2.84K
|
95
$2.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.83KNew |
$53.5K - $108K
|
1.83K
$53.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
8.58K+ 100.0% |
$251K - $507K
|
17.2K
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105KNew |
$3.08M - $6.21M
|
105K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546+ 100.0% |
$16K - $32.3K
|
1.09K
$32K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.52K+ 100.0% |
$103K - $208K
|
7.05K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.04K+ 99.59% |
$177K - $357K
|
12.1K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
179+ 100.0% |
$5.24K - $10.6K
|
358
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
17.5KNew |
$512K - $1.03M
|
17.5K
$513K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 100.0% |
$468 - $946
|
32
$938
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
280+ 100.0% |
$8.19K - $16.6K
|
560
$16.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.23K+ 98.44% |
$270K - $545K
|
18.6K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.73K+ 72.97% |
$138K - $279K
|
11.2K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
420+ 100.0% |
$12.3K - $24.8K
|
840
$24.6K
|