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 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.38KNew |
$63.5K - $69.5K
|
1.38K
$39K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.18K+ 26.92% |
$54.2K - $59.4K
|
5.55K
$157K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.12KNew |
$51.4K - $56.3K
|
1.12K
$31.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
364New |
$16.8K - $18.4K
|
364
$10.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
305New |
$14K - $15.4K
|
305
$8.63K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
255New |
$11.7K - $12.9K
|
255
$7.22K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
170New |
$7.83K - $8.58K
|
170
$4.81K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
136+ 14.59% |
$6.26K - $6.86K
|
1.07K
$30.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
82New |
$3.78K - $4.14K
|
82
$2.32K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
60New |
$2.76K - $3.03K
|
60
$1.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.34% |
$1.93K - $2.12K
|
12.4K
$350K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
34New |
$1.57K - $1.72K
|
34
$962
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
24New |
$1.11K - $1.21K
|
24
$679
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
20New |
$921 - $1.01K
|
20
$566
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
103KNew |
$4.76M - $5.52M
|
103K
$2.91M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.08KNew |
$281K - $326K
|
6.08K
$172K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.75KNew |
$219K - $255K
|
4.75K
$134K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01KNew |
$92.7K - $108K
|
2.01K
$56.8K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 19.61% |
$55.2K - $64K
|
7.28K
$206K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.14KNew |
$52.7K - $61.1K
|
1.14K
$32.3K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
180New |
$8.32K - $9.65K
|
180
$5.09K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$2.13K - $2.47K
|
46
$1.3K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
29+ 43.94% |
$1.34K - $1.56K
|
95
$2.69K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
17+ 0.3% |
$786 - $912
|
5.6K
$158K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.57K+ 11.07% |
$373K - $430K
|
86K
$2.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
5.66KNew |
$246K - $284K
|
5.66K
$160K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.25KNew |
$228K - $263K
|
5.25K
$148K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
5KNew |
$218K - $251K
|
5K
$142K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.2KNew |
$52.3K - $60.2K
|
1.2K
$34K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
486New |
$21.2K - $24.4K
|
486
$13.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
248+ 21.53% |
$10.8K - $12.4K
|
1.4K
$39.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
219+ 243.33% |
$9.53K - $11K
|
309
$8.74K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
123New |
$5.35K - $6.16K
|
123
$3.48K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
116New |
$5.05K - $5.81K
|
116
$3.28K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
68New |
$2.96K - $3.41K
|
68
$1.92K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
25New |
$1.09K - $1.25K
|
25
$708
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1New |
$43.5 - $50.1
|
1
$28.3
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$526K - $646K
|
12.4K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$273K - $335K
|
6.41K
$181K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
652New |
$27.7K - $34.1K
|
652
$18.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
381New |
$16.2K - $19.9K
|
381
$10.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
340+ 0.51% |
$14.5K - $17.8K
|
67.2K
$1.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
205New |
$8.72K - $10.7K
|
205
$5.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
22+ 0.39% |
$935 - $1.15K
|
5.61K
$159K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.25KNew |
$55.1K - $67K
|
1.25K
$35.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
134New |
$5.93K - $7.21K
|
134
$3.79K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
95New |
$4.21K - $5.11K
|
95
$2.69K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16New |
$708 - $861
|
16
$453
|
|
| Q1 2022 | |||||||
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
131New |
$6.62K - $7.4K
|
131
$3.71K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
87New |
$4.4K - $4.92K
|
87
$2.46K
|
|