Latest Institutional Purchases of Schwab Fundamental U S Small C (FNDA)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Small C (FNDA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
188K+ 11.96% |
$4.47M - $5.38M
|
1.76M
$52.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
169K+ 15.15% |
$4.03M - $4.84M
|
1.28M
$38.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
57.9K+ 5.98% |
$1.38M - $1.66M
|
1.03M
$30.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49.6K+ 296.89% |
$1.18M - $1.42M
|
66.4K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.5K+ 140.64% |
$655K - $788K
|
47K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
25.8KNew |
$616K - $741K
|
25.8K
$771K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
25.3K+ 3.04% |
$604K - $727K
|
859K
$25.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
24.6K+ 5.57% |
$588K - $707K
|
467K
$13.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
22.1K+ 7.66% |
$527K - $634K
|
310K
$9.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 7.61% |
$495K - $595K
|
293K
$8.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
18.9K+ 4.76% |
$451K - $543K
|
416K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
17.7K+ 39.02% |
$423K - $509K
|
63.2K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
17.5K+ 103.91% |
$417K - $501K
|
34.3K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
13.6K+ 2.24% |
$325K - $391K
|
621K
$18.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
13.2K+ 15.45% |
$314K - $378K
|
98.4K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$260K - $313K
|
10.9K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.88KNew |
$236K - $283K
|
9.88K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.02K+ 21.89% |
$120K - $144K
|
28K
$834K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.48KNew |
$107K - $128K
|
4.48K
$134K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.18K+ 4.39% |
$99.7K - $120K
|
99.4K
$2.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.91K+ 17.05% |
$93.3K - $112K
|
26.8K
$801K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.33K+ 0.43% |
$79.4K - $95.6K
|
778K
$23.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.32K+ 64.68% |
$79.1K - $95.1K
|
8.44K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.2K+ 10.07% |
$76.3K - $91.8K
|
35K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.5K+ 6.33% |
$59.6K - $71.7K
|
42K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.92KNew |
$45.9K - $55.2K
|
1.92K
$57.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.7KNew |
$40.5K - $48.7K
|
1.7K
$50.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.55K+ 13.11% |
$36.9K - $44.4K
|
13.4K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.52K+ 38.4% |
$36.1K - $43.5K
|
5.46K
$163K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.5KNew |
$35.9K - $43.1K
|
1.5K
$44.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.22K+ 2.08% |
$29.1K - $35K
|
60K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.2K+ 7.61% |
$28.7K - $34.5K
|
17K
$508K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.08K+ 8.36% |
$25.7K - $30.9K
|
14K
$417K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
817+ 9.67% |
$19.5K - $23.4K
|
9.27K
$277K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
789+ 1.35% |
$18.8K - $22.6K
|
59.4K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
436+ 2.82% |
$10.4K - $12.5K
|
15.9K
$475K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
423+ 2.37% |
$10.1K - $12.1K
|
18.2K
$544K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
406New |
$9.68K - $11.6K
|
406
$12.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
357+ 2.7% |
$8.51K - $10.2K
|
13.6K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
285New |
$6.8K - $8.18K
|
285
$8.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
277+ 1.76% |
$6.61K - $7.95K
|
16K
$477K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
163+ 0.85% |
$3.89K - $4.68K
|
19.3K
$575K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
137+ 2.28% |
$3.27K - $3.93K
|
6.14K
$183K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
115New |
$2.74K - $3.3K
|
115
$3.43K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
84+ 0.29% |
$2K - $2.41K
|
29.3K
$874K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
54+ 0.16% |
$1.29K - $1.55K
|
34.8K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
52+ 1.1% |
$1.24K - $1.49K
|
4.76K
$142K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 0.14% |
$1.19K - $1.43K
|
36.8K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40New |
$954 - $1.15K
|
40
$1.19K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
24+ 0.25% |
$572 - $689
|
9.64K
$288K
|