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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.57MNew |
$45M - $50M
|
1.57M
$47.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
486KNew |
$14M - $15.5M
|
486K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
183K+ 88.36% |
$5.26M - $5.84M
|
390K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
102K+ 50.64% |
$2.94M - $3.26M
|
304K
$9.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
92.8K+ 3.45% |
$2.67M - $2.96M
|
2.78M
$84.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
75.4K+ 4.29% |
$2.17M - $2.41M
|
1.83M
$55.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.6K+ 62.19% |
$2M - $2.22M
|
181K
$5.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.2K+ 8.67% |
$1.96M - $2.18M
|
854K
$25.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
67.8K+ 731.08% |
$1.95M - $2.16M
|
77K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
63.4K+ 3.42% |
$1.82M - $2.02M
|
1.92M
$58.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
62.6KNew |
$1.8M - $2M
|
62.6K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
60.8KNew |
$1.75M - $1.94M
|
60.8K
$1.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
38.7K+ 9.3% |
$1.11M - $1.24M
|
455K
$13.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
32.8K+ 9.33% |
$943K - $1.05M
|
385K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.3K+ 136.57% |
$841K - $934K
|
50.7K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
29.1K+ 6.88% |
$838K - $930K
|
453K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
28.8KNew |
$829K - $921K
|
28.8K
$876K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.9KNew |
$802K - $890K
|
27.9K
$847K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.8K+ 15.73% |
$740K - $822K
|
189K
$5.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
24.5KNew |
$705K - $783K
|
24.5K
$745K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23K+ 7.72% |
$661K - $734K
|
321K
$9.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.5K+ 37.71% |
$646K - $717K
|
82K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.1KNew |
$635K - $706K
|
22.1K
$671K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19.5K+ 2.17% |
$561K - $623K
|
917K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1K+ 30.48% |
$550K - $611K
|
81.9K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.1K+ 3.87% |
$520K - $577K
|
485K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
16.7K+ 9.77% |
$480K - $533K
|
188K
$5.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.4KNew |
$472K - $525K
|
16.4K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
16KNew |
$461K - $512K
|
16K
$487K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.9K+ 5.59% |
$428K - $475K
|
281K
$8.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14.8K+ 133.64% |
$424K - $471K
|
25.8K
$784K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
14.6K+ 1.7% |
$421K - $467K
|
873K
$26.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.1K+ 17.79% |
$404K - $449K
|
93.1K
$2.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.7K+ 1.23% |
$392K - $436K
|
1.12M
$34M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 4.08% |
$353K - $393K
|
314K
$9.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
11.9K+ 12.13% |
$343K - $381K
|
110K
$3.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 1.33% |
$342K - $379K
|
903K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.2K+ 9.33% |
$322K - $358K
|
131K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.3K+ 40.0% |
$296K - $329K
|
36K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
9.81K+ 9.87% |
$282K - $313K
|
109K
$3.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.49KNew |
$273K - $303K
|
9.49K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14K+ 31527.59% |
$263K - $292K
|
9.17K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.12KNew |
$262K - $291K
|
9.12K
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.1K+ 32.54% |
$262K - $290K
|
37.1K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.09K+ 3.38% |
$261K - $290K
|
278K
$8.45M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.43K+ 2.88% |
$242K - $269K
|
301K
$9.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.15KNew |
$234K - $260K
|
8.15K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.14KNew |
$234K - $260K
|
8.14K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.09KNew |
$233K - $258K
|
8.09K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.93K+ 1.88% |
$228K - $253K
|
429K
$13M
|
|