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 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.27K+ 0.24% |
$66.9K - $72.5K
|
519K
$30.8M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.26K+ 16.06% |
$66.3K - $71.8K
|
9.07K
$539K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.25KNew |
$65.8K - $71.2K
|
1.25K
$74K
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.18K+ 2.14% |
$62.5K - $67.7K
|
56.5K
$3.36M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.14K+ 2.82% |
$60.1K - $65.1K
|
41.5K
$2.46M
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.12K+ 9.01% |
$58.9K - $63.8K
|
13.5K
$802K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 0.62% |
$58.7K - $63.6K
|
181K
$10.7M
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.01K+ 10.83% |
$53.5K - $58K
|
10.4K
$616K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
989+ 0.4% |
$52.2K - $56.6K
|
249K
$14.8M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
908+ 18.71% |
$48K - $51.9K
|
5.76K
$342K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
872New |
$46.1K - $49.9K
|
872
$51.8K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
840+ 19.45% |
$44.4K - $48.1K
|
5.16K
$307K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
829+ 1.12% |
$43.8K - $47.4K
|
74.8K
$4.45M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
773+ 27.38% |
$40.8K - $44.2K
|
3.6K
$214K
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
734+ 4.57% |
$38.8K - $42K
|
16.8K
$999K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
720+ 3.57% |
$38K - $41.2K
|
20.9K
$1.24M
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
699+ 0.58% |
$36.9K - $40K
|
122K
$7.25M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
695New |
$36.7K - $39.8K
|
695
$41.3K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
655+ 3.49% |
$34.6K - $37.5K
|
19.4K
$1.15M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
610+ 7.32% |
$32.2K - $34.9K
|
8.94K
$531K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
581+ 6.44% |
$30.7K - $33.2K
|
9.61K
$571K
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
546+ 3.09% |
$28.8K - $31.2K
|
18.2K
$1.08M
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546New |
$28.8K - $31.2K
|
546
$32.4K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
543+ 364.43% |
$28.7K - $31.1K
|
692
$41.1K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
512+ 1.09% |
$27K - $29.3K
|
47.4K
$2.82M
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
491+ 11.3% |
$25.9K - $28.1K
|
4.84K
$287K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
474+ 1.87% |
$25K - $27.1K
|
25.8K
$1.53M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
471New |
$24.9K - $26.9K
|
471
$28K
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
470+ 0.52% |
$24.8K - $26.9K
|
91K
$5.41M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
468+ 482.47% |
$24.7K - $26.8K
|
565
$33.6K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
435+ 12.17% |
$23K - $24.9K
|
4.01K
$238K
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
428+ 2.34% |
$22.6K - $24.5K
|
18.7K
$1.11M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
393+ 6.49% |
$20.8K - $22.5K
|
6.45K
$383K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
377+ 13.68% |
$19.9K - $21.6K
|
3.13K
$186K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
371+ 1.64% |
$19.6K - $21.2K
|
23K
$1.37M
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
369+ 1.49% |
$19.5K - $21.1K
|
25.1K
$1.49M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
367New |
$19.4K - $21K
|
367
$21.8K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
361New |
$19.1K - $20.7K
|
361
$21.5K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
352+ 8.29% |
$18.6K - $20.1K
|
4.6K
$273K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
340+ 24.53% |
$18K - $19.5K
|
1.73K
$103K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
308+ 6.05% |
$16.3K - $17.6K
|
5.4K
$321K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
293+ 4.08% |
$15.5K - $16.8K
|
7.48K
$444K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
284+ 4.54% |
$15K - $16.2K
|
6.54K
$388K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
252New |
$13.3K - $14.4K
|
252
$15K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
228New |
$12K - $13K
|
228
$13.5K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
217+ 5.15% |
$11.5K - $12.4K
|
4.43K
$263K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
217New |
$11.5K - $12.4K
|
217
$12.9K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
212+ 6.01% |
$11.2K - $12.1K
|
3.74K
$222K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
193New |
$10.2K - $11K
|
193
$11.5K
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
190+ 4.41% |
$10K - $10.9K
|
4.5K
$267K
|