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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.06M+ 105.88% |
$31.1M - $62.7M
|
2.06M
$62.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
956K+ 92.09% |
$28M - $56.5M
|
1.99M
$60.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
766K+ 111.84% |
$22.4M - $45.3M
|
1.45M
$44.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
644K+ 98.45% |
$18.8M - $38M
|
1.3M
$39.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
472K+ 89.23% |
$13.8M - $27.9M
|
1M
$30.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
434K+ 101.59% |
$12.7M - $25.6M
|
861K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
405K+ 98.15% |
$11.9M - $24M
|
818K
$24.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
306K+ 96.46% |
$8.96M - $18.1M
|
624K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
304K+ 107.9% |
$8.89M - $18M
|
585K
$17.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
227K+ 93.83% |
$6.64M - $13.4M
|
469K
$14.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
220K+ 101.85% |
$6.45M - $13M
|
437K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
190K+ 105.08% |
$5.55M - $11.2M
|
370K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
190K+ 106.34% |
$5.55M - $11.2M
|
368K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
189K+ 103.39% |
$5.52M - $11.2M
|
371K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
152K+ 98.45% |
$4.45M - $9M
|
307K
$9.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
149K+ 99.44% |
$4.35M - $8.79M
|
298K
$9.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
135K+ 98.41% |
$3.95M - $7.98M
|
272K
$8.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
132K+ 139.52% |
$3.85M - $7.78M
|
226K
$6.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
121K+ 104.76% |
$3.54M - $7.15M
|
236K
$7.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
108K+ 84.37% |
$3.16M - $6.38M
|
236K
$7.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105KNew |
$3.08M - $6.21M
|
105K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
93.7K+ 90.16% |
$2.74M - $5.54M
|
198K
$6.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
92.7K+ 101.79% |
$2.71M - $5.48M
|
184K
$5.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
87.2K+ 92.91% |
$2.55M - $5.15M
|
181K
$5.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
75.7K+ 101.23% |
$2.21M - $4.47M
|
150K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
73.3K+ 123.06% |
$2.15M - $4.34M
|
133K
$4.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
66.8K+ 189.57% |
$1.95M - $3.95M
|
102K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
64.2KNew |
$1.88M - $3.79M
|
64.2K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61.2K+ 149.28% |
$1.79M - $3.62M
|
102K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
59.9K+ 120.12% |
$1.75M - $3.54M
|
110K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.9K+ 100.0% |
$1.37M - $2.77M
|
93.8K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
43.8K+ 95.26% |
$1.28M - $2.59M
|
89.8K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
42.5K+ 99.08% |
$1.24M - $2.51M
|
85.4K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
38.4K+ 98.7% |
$1.12M - $2.27M
|
77.2K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
36.5K+ 103.22% |
$1.07M - $2.16M
|
71.8K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
35.5K+ 97.86% |
$1.04M - $2.1M
|
71.8K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1K+ 108.23% |
$1.03M - $2.07M
|
67.5K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
34.9K+ 68.97% |
$1.02M - $2.06M
|
85.4K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
30.8K+ 104.42% |
$901K - $1.82M
|
60.3K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
29.8K+ 120.64% |
$872K - $1.76M
|
54.5K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
29.5K+ 111.87% |
$864K - $1.74M
|
55.9K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
29.3K+ 108.69% |
$859K - $1.73M
|
56.3K
$1.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.1K+ 97.57% |
$792K - $1.6M
|
54.8K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
20.8KNew |
$609K - $1.23M
|
20.8K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
19.6K+ 99.48% |
$574K - $1.16M
|
39.4K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
19.6K+ 102.85% |
$573K - $1.16M
|
38.6K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.5K+ 101.56% |
$570K - $1.15M
|
38.7K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
19.2KNew |
$562K - $1.14M
|
19.2K
$586K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.8K+ 100.0% |
$551K - $1.11M
|
37.7K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
18.4K+ 100.94% |
$539K - $1.09M
|
36.7K
$1.12M
|