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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
97.6MNew |
$5.16B - $5.59B
|
97.6M
$5.8B
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
459KNew |
$24.2M - $26.2M
|
459K
$27.2M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
318K+ 1338.49% |
$16.8M - $18.2M
|
342K
$20.3M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
161K+ 89.48% |
$8.51M - $9.21M
|
341K
$20.3M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
103KNew |
$5.46M - $5.91M
|
103K
$6.14M
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
83.9KNew |
$4.43M - $4.8M
|
83.9K
$4.99M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
58.7K+ 39.7% |
$3.1M - $3.36M
|
207K
$12.3M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
46.5K+ 21.07% |
$2.45M - $2.66M
|
267K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.7K+ 929.42% |
$2.25M - $2.44M
|
47.3K
$2.81M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.2K+ 13.49% |
$2.23M - $2.42M
|
355K
$21.1M
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
35.3KNew |
$1.87M - $2.02M
|
35.3K
$2.1M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
33.8K+ 3.58% |
$1.78M - $1.93M
|
976K
$58M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
32.2K+ 5.35% |
$1.7M - $1.84M
|
633K
$37.6M
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
30.4K+ 5.02% |
$1.6M - $1.74M
|
636K
$37.8M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.1KNew |
$1.43M - $1.55M
|
27.1K
$1.61M
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
26K+ 28.12% |
$1.37M - $1.48M
|
118K
$7.03M
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
24.6K+ 4.79% |
$1.3M - $1.41M
|
538K
$32M
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
23.6K+ 1.92% |
$1.24M - $1.35M
|
1.25M
$74.5M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
22.8K+ 4.92% |
$1.21M - $1.31M
|
487K
$28.9M
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
21.2K+ 5.35% |
$1.12M - $1.21M
|
417K
$24.8M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20.8K+ 106.13% |
$1.1M - $1.19M
|
40.3K
$2.4M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1K+ 384.41% |
$959K - $1.04M
|
22.9K
$1.36M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 10.67% |
$903K - $978K
|
177K
$10.5M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.9K+ 11.18% |
$891K - $965K
|
168K
$9.97M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.7K+ 13.73% |
$828K - $896K
|
130K
$7.71M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15K+ 1.71% |
$794K - $860K
|
894K
$53.1M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14K+ 82.57% |
$742K - $803K
|
31K
$1.84M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.8K+ 11.49% |
$623K - $675K
|
114K
$6.8M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 100.79% |
$589K - $638K
|
22.2K
$1.32M
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
11.1K+ 60.87% |
$588K - $637K
|
29.4K
$1.75M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.9KNew |
$574K - $621K
|
10.9K
$645K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.4K+ 8.33% |
$548K - $593K
|
135K
$8.01M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2K+ 30.54% |
$539K - $584K
|
43.6K
$2.59M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.2K+ 12.6% |
$538K - $582K
|
90.9K
$5.4M
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
10.1K+ 6.15% |
$535K - $580K
|
175K
$10.4M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.89K+ 28.76% |
$523K - $566K
|
44.3K
$2.63M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.83K+ 75.71% |
$519K - $562K
|
22.8K
$1.35M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.35K+ 49.86% |
$494K - $535K
|
28.1K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.25K+ 19.23% |
$489K - $529K
|
57.4K
$3.41M
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8.9K+ 10.6% |
$470K - $509K
|
92.9K
$5.52M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.53K+ 3.22% |
$451K - $488K
|
273K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.4K+ 105037.5% |
$444K - $481K
|
8.41K
$500K
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.1KNew |
$428K - $463K
|
8.1K
$481K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.88KNew |
$416K - $451K
|
7.88K
$468K
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.54KNew |
$398K - $431K
|
7.54K
$448K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.21K+ 24.68% |
$381K - $413K
|
36.4K
$2.16M
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
7.18K+ 6.98% |
$379K - $410K
|
110K
$6.54M
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.8K+ 4.1% |
$359K - $389K
|
173K
$10.3M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
6.62K+ 1.63% |
$350K - $379K
|
412K
$24.5M
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
6.41KNew |
$339K - $367K
|
6.41K
$381K
|