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 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
169K+ 15.15% |
$4.03M - $4.84M
|
1.28M
$37.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49.6K+ 296.89% |
$1.18M - $1.42M
|
66.4K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.5K+ 140.64% |
$655K - $788K
|
47K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
24.6K+ 5.57% |
$588K - $707K
|
467K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
18.9K+ 4.76% |
$451K - $543K
|
416K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.88KNew |
$236K - $283K
|
9.88K
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.18K+ 4.39% |
$99.7K - $120K
|
99.4K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.91K+ 17.05% |
$93.3K - $112K
|
26.8K
$787K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.08K+ 8.36% |
$25.7K - $30.9K
|
14K
$409K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
789+ 1.35% |
$18.8K - $22.6K
|
59.4K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
436+ 2.82% |
$10.4K - $12.5K
|
15.9K
$466K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
406New |
$9.68K - $11.6K
|
406
$11.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
277+ 1.76% |
$6.61K - $7.95K
|
16K
$469K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
163+ 0.85% |
$3.89K - $4.68K
|
19.3K
$565K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
84+ 0.29% |
$2K - $2.41K
|
29.3K
$858K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 0.14% |
$1.19K - $1.43K
|
36.8K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
24+ 0.25% |
$572 - $689
|
9.64K
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.26% |
$23.9 - $28.7
|
382
$11.2K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.1M+ 0.55% |
$29.6M - $34.1M
|
200M
$5.87B
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
368K+ 278.81% |
$9.88M - $11.4M
|
499K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
260K+ 26.34% |
$6.97M - $8.04M
|
1.25M
$36.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
161K+ 24.03% |
$4.32M - $4.98M
|
830K
$24.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
119KNew |
$3.19M - $3.68M
|
119K
$3.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
117K+ 8.08% |
$3.15M - $3.63M
|
1.57M
$45.9M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
113K+ 130.05% |
$3.04M - $3.5M
|
200K
$5.85M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
101KNew |
$2.71M - $3.12M
|
101K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
67.6K+ 3.69% |
$1.82M - $2.09M
|
1.9M
$55.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
62.4K+ 27.62% |
$1.68M - $1.93M
|
288K
$8.45M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
58.6K+ 7.44% |
$1.57M - $1.82M
|
846K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
55.1KNew |
$1.48M - $1.71M
|
55.1K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.7K+ 11.8% |
$1.2M - $1.38M
|
423K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
40.6KNew |
$1.09M - $1.26M
|
40.6K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
39.5KNew |
$1.06M - $1.22M
|
39.5K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.4K+ 14.37% |
$1.06M - $1.22M
|
313K
$9.18M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.9K+ 5.17% |
$1.05M - $1.21M
|
792K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
38.5KNew |
$1.03M - $1.19M
|
38.5K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 58.33% |
$1.03M - $1.19M
|
104K
$3.05M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
37.4K+ 358.61% |
$1M - $1.16M
|
47.8K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 9.71% |
$943K - $1.09M
|
396K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
31.3K+ 13.25% |
$842K - $971K
|
268K
$7.84M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29K+ 135.19% |
$779K - $898K
|
50.4K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
28.2K+ 2.71% |
$758K - $874K
|
1.07M
$31.3M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
27.4K+ 5.64% |
$737K - $850K
|
514K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
26.7K+ 9402.11% |
$717K - $827K
|
27K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.9KNew |
$697K - $804K
|
25.9K
$760K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
24.4KNew |
$655K - $755K
|
24.4K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
23.9K+ 145.48% |
$641K - $739K
|
40.3K
$1.18M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
23.6KNew |
$635K - $732K
|
23.6K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
22.7K+ 6.34% |
$609K - $702K
|
380K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
22.6K+ 1.1% |
$608K - $702K
|
2.09M
$61.1M
|
|