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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
502+ 0.18% |
$13.5K - $15.6K
|
273K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
460+ 3.94% |
$12.4K - $14.3K
|
12.1K
$343K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
401+ 3.3% |
$10.8K - $12.4K
|
12.6K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
373+ 1.18% |
$10K - $11.6K
|
32.1K
$907K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
346+ 159.45% |
$9.3K - $10.7K
|
563
$15.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
318+ 2.32% |
$8.54K - $9.85K
|
14K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
307+ 109.64% |
$8.25K - $9.51K
|
587
$16.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
294+ 22.55% |
$7.9K - $9.11K
|
1.6K
$45.2K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
276+ 2.6% |
$7.42K - $8.55K
|
10.9K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
270+ 22.92% |
$7.25K - $8.37K
|
1.45K
$41K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
264+ 3.69% |
$7.09K - $8.18K
|
7.42K
$210K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
260New |
$6.99K - $8.06K
|
260
$7.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
252+ 0.87% |
$6.77K - $7.81K
|
29.3K
$829K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
234+ 0.69% |
$6.29K - $7.25K
|
34.2K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
172+ 573.33% |
$4.62K - $5.33K
|
202
$5.72K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
160New |
$4.3K - $4.96K
|
160
$4.53K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
152New |
$4.08K - $4.71K
|
152
$4.3K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
148New |
$3.98K - $4.59K
|
148
$4.19K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
132+ 0.86% |
$3.55K - $4.09K
|
15.5K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
121+ 0.29% |
$3.25K - $3.75K
|
42.5K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
121+ 1.05% |
$3.25K - $3.75K
|
11.6K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
114New |
$3.06K - $3.53K
|
114
$3.23K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
106New |
$2.85K - $3.28K
|
106
$3K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
91+ 1.15% |
$2.45K - $2.82K
|
8.02K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
88+ 8.37% |
$2.36K - $2.73K
|
1.14K
$32.3K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
84+ 0.48% |
$2.26K - $2.6K
|
17.7K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$1.88K - $2.17K
|
70
$1.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
67+ 0.78% |
$1.8K - $2.08K
|
8.64K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
61+ 0.58% |
$1.64K - $1.89K
|
10.5K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
61New |
$1.64K - $1.89K
|
61
$1.73K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
57+ 0.59% |
$1.53K - $1.77K
|
9.75K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42New |
$1.13K - $1.3K
|
42
$1.19K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
41+ 0.19% |
$1.1K - $1.27K
|
21.6K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39+ 0.1% |
$1.05K - $1.21K
|
38.9K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.02K - $1.18K
|
38
$1.08K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
36+ 0.1% |
$967 - $1.12K
|
36.7K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
34+ 0.21% |
$914 - $1.05K
|
16.1K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27+ 0.18% |
$725 - $837
|
15.4K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 1.48% |
$699 - $806
|
1.78K
$50.5K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
23+ 0.19% |
$618 - $713
|
12.3K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
23+ 0.18% |
$618 - $713
|
12.8K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 8.47% |
$564 - $651
|
269
$7.61K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
18+ 0.19% |
$484 - $558
|
9.62K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
17+ 0.2% |
$457 - $527
|
8.72K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
16+ 0.2% |
$430 - $496
|
8.21K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
16+ 0.18% |
$430 - $496
|
8.79K
$249K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14New |
$376 - $434
|
14
$396
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
14+ 0.01% |
$376 - $434
|
146K
$4.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 0.12% |
$376 - $434
|
11.6K
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.16% |
$322 - $372
|
7.62K
$216K
|