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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
100M+ 101.7% |
$2.94B - $5.94B
|
199M
$5.8B
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.31M+ 102.33% |
$38.4M - $77.6M
|
2.6M
$75.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.06M+ 105.88% |
$31.1M - $62.7M
|
2.06M
$60.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
956K+ 92.09% |
$28M - $56.5M
|
1.99M
$58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
910K+ 98.77% |
$26.6M - $53.8M
|
1.83M
$53.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
867K+ 99.45% |
$25.4M - $51.3M
|
1.74M
$50.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
785K+ 621.38% |
$23M - $46.4M
|
912K
$26.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
766K+ 111.84% |
$22.4M - $45.3M
|
1.45M
$42.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
645K+ 95.58% |
$18.9M - $38.1M
|
1.32M
$38.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
644K+ 98.45% |
$18.8M - $38M
|
1.3M
$37.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
543K+ 122.76% |
$15.9M - $32.1M
|
985K
$28.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
534K+ 98.51% |
$15.6M - $31.6M
|
1.08M
$31.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
516K+ 98.36% |
$15.1M - $30.5M
|
1.04M
$30.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
472K+ 89.23% |
$13.8M - $27.9M
|
1M
$29.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
447K+ 131.5% |
$13.1M - $26.4M
|
788K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
434K+ 101.59% |
$12.7M - $25.6M
|
861K
$25M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
405K+ 98.15% |
$11.9M - $24M
|
818K
$23.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
395K+ 101.73% |
$11.6M - $23.4M
|
784K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
385K+ 104.74% |
$11.3M - $22.8M
|
753K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
374K+ 104.09% |
$11M - $22.1M
|
734K
$21.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
358K+ 99.09% |
$10.5M - $21.2M
|
720K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
347K+ 107.87% |
$10.2M - $20.5M
|
669K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
306K+ 96.46% |
$8.96M - $18.1M
|
624K
$18.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
304K+ 107.9% |
$8.89M - $18M
|
585K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
242K+ 98.95% |
$7.08M - $14.3M
|
487K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
227K+ 93.83% |
$6.64M - $13.4M
|
469K
$13.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
220K+ 101.85% |
$6.45M - $13M
|
437K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
198K+ 121.21% |
$5.79M - $11.7M
|
361K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193K+ 103.96% |
$5.64M - $11.4M
|
378K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
190K+ 105.08% |
$5.55M - $11.2M
|
370K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
190K+ 106.34% |
$5.55M - $11.2M
|
368K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
189K+ 103.39% |
$5.52M - $11.2M
|
371K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
181K+ 102.42% |
$5.29M - $10.7M
|
357K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
170K+ 98.73% |
$4.97M - $10M
|
342K
$9.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
161K+ 35.59% |
$4.71M - $9.51M
|
613K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
152K+ 98.45% |
$4.45M - $9M
|
307K
$8.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
149K+ 109.9% |
$4.36M - $8.81M
|
285K
$8.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
149K+ 99.44% |
$4.35M - $8.79M
|
298K
$8.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147K+ 115.57% |
$4.3M - $8.68M
|
274K
$7.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
142K+ 102.08% |
$4.15M - $8.39M
|
281K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
138K+ 123.37% |
$4.04M - $8.16M
|
250K
$7.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
135K+ 110.46% |
$3.96M - $7.99M
|
258K
$7.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
135K+ 98.41% |
$3.95M - $7.98M
|
272K
$7.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
132K+ 139.52% |
$3.85M - $7.78M
|
226K
$6.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
128K+ 105.97% |
$3.75M - $7.59M
|
249K
$7.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
121K+ 104.76% |
$3.54M - $7.15M
|
236K
$6.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
108K+ 84.37% |
$3.16M - $6.38M
|
236K
$6.86M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
107KNew |
$3.14M - $6.34M
|
107K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105KNew |
$3.08M - $6.21M
|
105K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
105K+ 95.34% |
$3.06M - $6.18M
|
214K
$6.24M
|