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 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$264K - $317K
|
11.1K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11KNew |
$263K - $317K
|
11K
$324K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 14.27% |
$261K - $314K
|
87.6K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
10.9KNew |
$261K - $313K
|
10.9K
$320K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$260K - $313K
|
10.9K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.9K+ 60.46% |
$260K - $313K
|
29K
$849K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.7KNew |
$254K - $306K
|
10.7K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10.6KNew |
$253K - $304K
|
10.6K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.3K+ 104.39% |
$247K - $297K
|
20.3K
$594K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.88KNew |
$236K - $283K
|
9.88K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.15K+ 18.14% |
$218K - $262K
|
59.6K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.57K+ 1.81% |
$204K - $246K
|
483K
$14.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.33KNew |
$199K - $239K
|
8.33K
$244K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.14K+ 12.76% |
$194K - $234K
|
71.9K
$2.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.13KNew |
$194K - $233K
|
8.13K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8.05K+ 4.13% |
$192K - $231K
|
203K
$5.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.35KNew |
$175K - $211K
|
7.35K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.34K+ 3.67% |
$175K - $211K
|
207K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.17K+ 2.74% |
$171K - $206K
|
269K
$7.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.14K+ 15.58% |
$170K - $205K
|
53K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7KNew |
$167K - $201K
|
7K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.87K+ 12.28% |
$164K - $197K
|
62.8K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.72K+ 59.52% |
$160K - $193K
|
18K
$528K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.91K+ 4.04% |
$141K - $170K
|
152K
$4.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.2K+ 8.44% |
$124K - $149K
|
66.9K
$1.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.08K+ 15.99% |
$121K - $146K
|
36.9K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.02K+ 21.89% |
$120K - $144K
|
28K
$820K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.48KNew |
$107K - $128K
|
4.48K
$131K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.24K+ 36.48% |
$101K - $122K
|
15.9K
$465K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.18K+ 4.39% |
$99.7K - $120K
|
99.4K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.18K+ 3.62% |
$99.6K - $120K
|
120K
$3.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 1.45% |
$99.2K - $119K
|
291K
$8.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.16K+ 2.63% |
$99.2K - $119K
|
162K
$4.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.95K+ 3.66% |
$94.2K - $113K
|
112K
$3.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.91K+ 17.05% |
$93.3K - $112K
|
26.8K
$787K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.57K+ 19.16% |
$85.1K - $102K
|
22.2K
$651K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.33K+ 0.43% |
$79.4K - $95.6K
|
778K
$22.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.32K+ 64.68% |
$79.1K - $95.1K
|
8.44K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.2K+ 10.07% |
$76.3K - $91.8K
|
35K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.12K+ 44.93% |
$74.4K - $89.5K
|
10.1K
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.98K+ 5.41% |
$71.1K - $85.5K
|
58.1K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.95K+ 2.48% |
$70.3K - $84.6K
|
122K
$3.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.83K+ 5.28% |
$67.5K - $81.3K
|
56.4K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.77K+ 2.36% |
$66.1K - $79.6K
|
120K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.71K+ 10.53% |
$64.7K - $77.9K
|
28.5K
$835K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.65K+ 4.43% |
$63.2K - $76.1K
|
62.5K
$1.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.62K+ 6.39% |
$62.5K - $75.2K
|
43.6K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.5K+ 6.33% |
$59.6K - $71.7K
|
42K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.46K+ 24.7% |
$58.7K - $70.6K
|
12.4K
$364K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.25K+ 3.36% |
$53.5K - $64.4K
|
69K
$2.02M
|