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 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.94K+ 2197.01% |
$79.1K - $91.2K
|
3.08K
$87.1K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.91K+ 1.4% |
$78.2K - $90.2K
|
210K
$5.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.91K+ 5.2% |
$78.1K - $90.1K
|
58.8K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.64K+ 10.92% |
$70.9K - $81.7K
|
26.8K
$758K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.64KNew |
$70.8K - $81.7K
|
2.64K
$74.6K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.61K+ 8.85% |
$70K - $80.8K
|
32K
$907K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.58K+ 14.04% |
$69.4K - $80.1K
|
21K
$594K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.49KNew |
$66.9K - $77.2K
|
2.49K
$70.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.42K+ 3.82% |
$65.1K - $75.1K
|
65.8K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.36K+ 3.99% |
$63.5K - $73.2K
|
61.5K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.28K+ 94.53% |
$61.3K - $70.7K
|
4.69K
$133K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.27K+ 22.27% |
$61K - $70.4K
|
12.5K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.26K+ 6.05% |
$60.6K - $69.9K
|
39.6K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.12K+ 38.12% |
$57K - $65.7K
|
7.68K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.11K+ 10.14% |
$56.7K - $65.4K
|
22.9K
$649K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.01KNew |
$54.1K - $62.4K
|
2.01K
$57K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.98K+ 14.48% |
$53.3K - $61.5K
|
15.7K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.98K+ 22.63% |
$53.1K - $61.2K
|
10.7K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.73K+ 190.54% |
$46.5K - $53.7K
|
2.64K
$74.7K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.65K+ 4.19% |
$44.3K - $51.1K
|
41K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.59K+ 250.95% |
$42.6K - $49.2K
|
2.22K
$62.8K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
1.42K+ 0.57% |
$38.1K - $44K
|
251K
$7.1M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.4K+ 1.02% |
$37.7K - $43.5K
|
139K
$3.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.34K+ 11.85% |
$35.9K - $41.4K
|
12.6K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.32KNew |
$35.4K - $40.8K
|
1.32K
$37.2K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.26K+ 13.46% |
$33.9K - $39.1K
|
10.6K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.22K+ 29.53% |
$32.8K - $37.9K
|
5.36K
$152K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.21KNew |
$32.5K - $37.5K
|
1.21K
$34.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.2K+ 4979.17% |
$32.1K - $37K
|
1.22K
$34.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.11K+ 3.63% |
$29.9K - $34.5K
|
31.8K
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.08K+ 18.88% |
$28.9K - $33.3K
|
6.77K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.07K+ 12.12% |
$28.8K - $33.2K
|
9.91K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 14.62% |
$28.7K - $33.1K
|
8.37K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.04K+ 4.07% |
$27.9K - $32.1K
|
26.5K
$750K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
987+ 8.3% |
$26.5K - $30.6K
|
12.9K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
954+ 2.47% |
$25.6K - $29.6K
|
39.6K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
901+ 8.4% |
$24.2K - $27.9K
|
11.6K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
819+ 4.47% |
$22K - $25.4K
|
19.1K
$541K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
802+ 2.94% |
$21.5K - $24.9K
|
28.1K
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
781+ 3.53% |
$21K - $24.2K
|
22.9K
$649K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
778+ 4.57% |
$20.9K - $24.1K
|
17.8K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
748+ 210.11% |
$20.1K - $23.2K
|
1.1K
$31.2K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
748+ 17.05% |
$20.1K - $23.2K
|
5.13K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
719New |
$19.3K - $22.3K
|
719
$20.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
681+ 0.95% |
$18.3K - $21.1K
|
72.5K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
670+ 3.85% |
$18K - $20.8K
|
18.1K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
598New |
$16.1K - $18.5K
|
598
$16.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
594+ 6.88% |
$16K - $18.4K
|
9.23K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
568+ 4.43% |
$15.3K - $17.6K
|
13.4K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
531+ 3.47% |
$14.3K - $16.5K
|
15.8K
$448K
|