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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.92KNew |
$45.9K - $55.2K
|
1.92K
$56.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.86K+ 9.91% |
$44.3K - $53.3K
|
20.6K
$604K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.73K+ 8.25% |
$41.3K - $49.7K
|
22.7K
$666K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.73K+ 1.92% |
$41.3K - $49.6K
|
91.9K
$2.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.7KNew |
$40.5K - $48.7K
|
1.7K
$49.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.64K+ 10.64% |
$39.1K - $47.1K
|
17.1K
$500K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.6KNew |
$38.1K - $45.8K
|
1.6K
$46.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.55K+ 13.11% |
$36.9K - $44.4K
|
13.4K
$392K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.52K+ 38.4% |
$36.1K - $43.5K
|
5.46K
$160K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.5KNew |
$35.9K - $43.1K
|
1.5K
$44.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 1.3% |
$30.4K - $36.6K
|
99.5K
$2.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.27KNew |
$30.2K - $36.4K
|
1.27K
$37.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.22K+ 2.08% |
$29.1K - $35K
|
60K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.22KNew |
$29K - $34.9K
|
1.22K
$35.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.2K+ 7.61% |
$28.7K - $34.5K
|
17K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 26.16% |
$27.5K - $33.1K
|
5.56K
$163K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.08K+ 8.36% |
$25.7K - $30.9K
|
14K
$409K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.06K+ 2.68% |
$25.3K - $30.5K
|
40.6K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.05K+ 7.48% |
$25.1K - $30.2K
|
15.1K
$443K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
972+ 7.6% |
$23.2K - $27.9K
|
13.8K
$403K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
948+ 0.68% |
$22.6K - $27.2K
|
140K
$4.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
938+ 82.28% |
$22.4K - $26.9K
|
2.08K
$60.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
928+ 59.72% |
$22.1K - $26.6K
|
2.48K
$72.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
923+ 3.45% |
$22K - $26.5K
|
27.7K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
855+ 0.07% |
$20.4K - $24.5K
|
1.17M
$34.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
817+ 9.67% |
$19.5K - $23.4K
|
9.27K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
804+ 0.53% |
$19.2K - $23.1K
|
152K
$4.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
792+ 5.64% |
$18.9K - $22.7K
|
14.8K
$435K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
789+ 1.35% |
$18.8K - $22.6K
|
59.4K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
735+ 1.86% |
$17.5K - $21.1K
|
40.3K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
613New |
$14.6K - $17.6K
|
613
$18K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
600+ 3750.0% |
$14.3K - $17.2K
|
616
$18.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
593+ 2.11% |
$14.1K - $17K
|
28.6K
$840K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
586+ 3.59% |
$14K - $16.8K
|
16.9K
$496K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
580New |
$13.8K - $16.6K
|
580
$17K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
579New |
$13.8K - $16.6K
|
579
$17K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
542New |
$12.9K - $15.5K
|
542
$15.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
516+ 110.73% |
$12.3K - $14.8K
|
982
$28.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500+ 0.56% |
$11.9K - $14.3K
|
89.9K
$2.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
473+ 2.82% |
$11.3K - $13.6K
|
17.3K
$506K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
447+ 588.16% |
$10.7K - $12.8K
|
523
$15.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
436+ 2.82% |
$10.4K - $12.5K
|
15.9K
$467K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
423+ 2.37% |
$10.1K - $12.1K
|
18.2K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
422New |
$10.1K - $12.1K
|
422
$12.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
406New |
$9.68K - $11.6K
|
406
$11.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
357+ 2.7% |
$8.51K - $10.2K
|
13.6K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
285New |
$6.8K - $8.18K
|
285
$8.36K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
277+ 1.76% |
$6.61K - $7.95K
|
16K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
276New |
$6.58K - $7.92K
|
276
$8.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
272New |
$6.49K - $7.8K
|
272
$7.98K
|