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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.72K+ 875.88% |
$256K - $283K
|
5.26K
$162K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.71KNew |
$255K - $282K
|
4.71K
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.69K+ 2.6% |
$255K - $282K
|
186K
$5.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.49KNew |
$244K - $270K
|
4.49K
$138K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
4.34K+ 0.81% |
$236K - $261K
|
542K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.34K+ 15.45% |
$235K - $260K
|
32.4K
$998K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.24K+ 160.66% |
$230K - $255K
|
6.88K
$212K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.24K+ 3.14% |
$230K - $254K
|
139K
$4.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.14K+ 9.91% |
$225K - $249K
|
46K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.11K+ 75.89% |
$223K - $246K
|
9.52K
$293K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.03KNew |
$219K - $242K
|
4.03K
$124K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.79KNew |
$205K - $227K
|
3.79K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.66KNew |
$199K - $220K
|
3.66K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.58KNew |
$194K - $215K
|
3.58K
$110K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.52KNew |
$191K - $211K
|
3.52K
$108K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.5KNew |
$190K - $210K
|
3.5K
$108K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.42KNew |
$185K - $205K
|
3.42K
$105K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.38KNew |
$183K - $203K
|
3.38K
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.24K+ 70.96% |
$176K - $194K
|
7.81K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.23K+ 1.85% |
$175K - $194K
|
178K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.12K+ 26.65% |
$170K - $187K
|
14.8K
$457K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.1K+ 51.38% |
$168K - $186K
|
9.13K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3.05K+ 5.4% |
$166K - $183K
|
59.6K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
2.87K+ 2.43% |
$156K - $172K
|
121K
$3.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.82KNew |
$153K - $169K
|
2.82K
$86.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.75K+ 93.31% |
$149K - $165K
|
5.69K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.41K+ 68.19% |
$131K - $145K
|
5.95K
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.35K+ 2.19% |
$128K - $141K
|
110K
$3.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.29K+ 39.8% |
$124K - $138K
|
8.06K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.17K+ 6.34% |
$117K - $130K
|
36.3K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.14K+ 19.42% |
$116K - $128K
|
13.1K
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
2.11K+ 4.36% |
$114K - $127K
|
50.5K
$1.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.01K+ 1.77% |
$109K - $121K
|
115K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 41.03% |
$109K - $120K
|
6.89K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.99KNew |
$108K - $119K
|
1.99K
$61.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 39.49% |
$98.1K - $108K
|
6.39K
$196K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.81K+ 23.66% |
$97.9K - $108K
|
9.44K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.8K+ 6.98% |
$97.7K - $108K
|
27.6K
$849K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.76K+ 254.48% |
$95.6K - $106K
|
2.45K
$75.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.7K+ 40.74% |
$92.1K - $102K
|
5.87K
$180K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.51K+ 57.72% |
$81.8K - $90.4K
|
4.12K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.46K+ 0.83% |
$79.2K - $87.6K
|
177K
$5.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.39KNew |
$75.4K - $83.4K
|
1.39K
$42.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.34K+ 7.67% |
$72.9K - $80.6K
|
18.9K
$580K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.31K+ 27.63% |
$71.2K - $78.8K
|
6.07K
$187K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.29K+ 5.15% |
$70.2K - $77.6K
|
26.4K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.26K+ 6.73% |
$68.6K - $75.9K
|
20K
$616K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.24K+ 11.98% |
$67.4K - $74.5K
|
11.6K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.2K+ 16.42% |
$64.9K - $71.8K
|
8.49K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.15K+ 18.92% |
$62.5K - $69.1K
|
7.24K
$223K
|