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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
55New |
$2.78K - $3.11K
|
55
$1.56K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5.11KNew |
$267K - $295K
|
5.11K
$144K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
280New |
$14.6K - $16.2K
|
280
$7.92K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
59New |
$3.09K - $3.41K
|
59
$1.67K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
70New |
$3.53K - $3.84K
|
70
$1.98K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
48New |
$2.42K - $2.64K
|
48
$1.36K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
214New |
$10.8K - $12K
|
214
$6.06K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
86New |
$4.35K - $4.82K
|
86
$2.43K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
4New |
$202 - $224
|
4
$113
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
412New |
$17.5K - $22K
|
412
$11.7K
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
274New |
$11.6K - $14.6K
|
274
$7.75K
|
|
|
May 13, 2021
Q1 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
116New |
$4.91K - $6.2K
|
116
$3.28K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
438+ 41.48% |
$9.88K - $17.8K
|
1.49K
$42.3K
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
61New |
$1.38K - $2.49K
|
61
$1.73K
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
52New |
N/A
|
52
$1.47K
|
|
| Q4 2018 | |||||||
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$73.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
218New |
N/A
|
218
$6.17K
|
|