Latest Institutional Purchases of Schwab Fundamental U S Small C (FNDA)

FNDA Quotes by TradingView

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
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
120
New
$5.4K - $6.73K
120 $3.3K
Jan 16, 2024 Q4 2023
Ulland Investment Advisors, LLC

BUY
 -
39
New
$1.75K - $2.19K
39 $1.07K
Dec 12, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
34
New
$1.53K - $1.91K
34 $935
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
24
New
$1.08K - $1.35K
24 $660
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
3
New
$135 - $168
3 $82.5
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1
+ 0.13%
$45 - $56.1
788 $21.7K
Q3 2023
Nov 07, 2023 Q3 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
9.51K
+ 5.95%
$454K - $510K
169K $4.66M
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
5.34K
New
$255K - $286K
5.34K $147K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
4.69K
New
$224K - $251K
4.69K $129K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
1.97K
New
$94K - $105K
1.97K $54.1K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
722
New
$34.5K - $38.7K
722 $19.9K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
150
New
$7.16K - $8.04K
150 $4.13K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
100
New
$4.78K - $5.36K
100 $2.75K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
59
New
$2.82K - $3.16K
59 $1.62K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
56
New
$2.67K - $3K
56 $1.54K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
37
+ 1233.33%
$1.77K - $1.98K
40 $1.1K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
28
New
$1.34K - $1.5K
28 $770
Q2 2023
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
5.12K
New
$236K - $258K
5.12K $141K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
3.56K
New
$164K - $180K
3.56K $98K
Jul 28, 2023 Q2 2023
Novare Capital Management LLC

BUY
 -
1.5K
+ 22.75%
$69.1K - $75.7K
8.09K $223K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
1.38K
New
$63.5K - $69.5K
1.38K $37.9K
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.18K
+ 26.92%
$54.2K - $59.4K
5.55K $153K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
1.12K
New
$51.4K - $56.3K
1.12K $30.7K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
364
New
$16.8K - $18.4K
364 $10K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
305
New
$14K - $15.4K
305 $8.39K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
255
New
$11.7K - $12.9K
255 $7.01K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
170
New
$7.83K - $8.58K
170 $4.68K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
136
+ 14.59%
$6.26K - $6.86K
1.07K $29.4K
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
82
New
$3.78K - $4.14K
82 $2.26K
Jul 24, 2023 Q2 2023
Sage Mountain Advisors LLC

BUY
 -
60
New
$2.76K - $3.03K
60 $1.65K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
42
+ 0.34%
$1.93K - $2.12K
12.4K $340K
Aug 02, 2023 Q2 2023
Sym Financial Corp

BUY
 -
34
New
$1.57K - $1.72K
34 $935
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
24
New
$1.11K - $1.21K
24 $660
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
20
New
$921 - $1.01K
20 $550
Q1 2023
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
103K
New
$4.76M - $5.52M
103K $2.83M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.08K
New
$281K - $326K
6.08K $167K
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
4.75K
New
$219K - $255K
4.75K $131K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.01K
New
$92.7K - $108K
2.01K $55.2K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
1.19K
+ 19.61%
$55.2K - $64K
7.28K $200K
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.14K
New
$52.7K - $61.1K
1.14K $31.4K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
180
New
$8.32K - $9.65K
180 $4.95K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
46
New
$2.13K - $2.47K
46 $1.27K
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
29
+ 43.94%
$1.34K - $1.56K
95 $2.61K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
17
+ 0.3%
$786 - $912
5.6K $154K
Q4 2022
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
8.57K
+ 11.07%
$373K - $430K
86K $2.36M
Jan 27, 2023 Q4 2022
Welch Group, LLC

BUY
 -
5.66K
New
$246K - $284K
5.66K $156K
Jan 23, 2023 Q4 2022
Liberty Capital Management, Inc.

BUY
 -
5.25K
New
$228K - $263K
5.25K $144K
Feb 02, 2023 Q4 2022
Provence Wealth Management Group

BUY
 -
5K
New
$218K - $251K
5K $138K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
1.2K
New
$52.3K - $60.2K
1.2K $33K

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