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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
14.1KNew |
$379K - $437K
|
14.1K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
13.8K+ 13.44% |
$370K - $427K
|
116K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
13.7KNew |
$367K - $424K
|
13.7K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13.2KNew |
$356K - $410K
|
13.2K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 4.83% |
$324K - $374K
|
262K
$7.41M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$312K - $359K
|
11.6K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11K+ 37.0% |
$295K - $340K
|
40.6K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$277K - $319K
|
10.3K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.2K+ 9.63% |
$274K - $316K
|
116K
$3.28M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.1KNew |
$271K - $312K
|
10.1K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
10.1K+ 87.38% |
$271K - $312K
|
21.6K
$611K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$269K - $310K
|
10K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
9.43K+ 7.09% |
$253K - $292K
|
142K
$4.03M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.2K+ 9.01% |
$247K - $285K
|
111K
$3.15M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.17K+ 4.64% |
$247K - $284K
|
207K
$5.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.17K+ 100.0% |
$246K - $284K
|
18.3K
$519K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.1K+ 13.48% |
$245K - $282K
|
76.6K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.45KNew |
$227K - $262K
|
8.45K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.24K+ 2.89% |
$221K - $255K
|
293K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.17KNew |
$220K - $253K
|
8.17K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.71KNew |
$207K - $239K
|
7.71K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.65K+ 13.69% |
$206K - $237K
|
63.5K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
7.58K+ 5.04% |
$204K - $235K
|
158K
$4.47M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.81K+ 24.23% |
$183K - $211K
|
34.9K
$988K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6.48K+ 3.44% |
$174K - $201K
|
195K
$5.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.03K+ 0.98% |
$162K - $187K
|
619K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 17.6% |
$161K - $186K
|
40.1K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.83K+ 45.61% |
$157K - $181K
|
18.6K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.82K+ 10.04% |
$156K - $180K
|
63.8K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.8K+ 78.75% |
$156K - $180K
|
13.2K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.79K+ 1.23% |
$156K - $179K
|
475K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5.63K+ 5.13% |
$151K - $174K
|
115K
$3.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.38K+ 72.47% |
$145K - $167K
|
12.8K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.33K+ 5.74% |
$143K - $165K
|
98.2K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.3K+ 20.0% |
$142K - $164K
|
31.8K
$899K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.69K+ 3.21% |
$126K - $145K
|
151K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.39K+ 56.07% |
$118K - $136K
|
12.2K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.99K+ 7.36% |
$107K - $124K
|
58.3K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.94K+ 4.61% |
$106K - $122K
|
89.4K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.9K+ 6.75% |
$105K - $121K
|
61.7K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.77K+ 6.87% |
$101K - $117K
|
58.6K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.7K+ 24.58% |
$99.4K - $115K
|
18.7K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.64K+ 6.96% |
$97.7K - $113K
|
55.9K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.56K+ 18.6% |
$95.5K - $110K
|
22.7K
$642K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.55K+ 1.38% |
$95.4K - $110K
|
261K
$7.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.52K+ 29.77% |
$94.6K - $109K
|
15.3K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.51K+ 1.7% |
$94.3K - $109K
|
209K
$5.93M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.51KNew |
$94.3K - $109K
|
3.51K
$99.3K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.45K+ 21.34% |
$92.7K - $107K
|
19.6K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.41K+ 27.74% |
$91.7K - $106K
|
15.7K
$445K
|