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 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
194+ 100.0% |
$10.5K - $11.6K
|
388
$12.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
177New |
$9.6K - $10.6K
|
177
$5.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
150+ 0.16% |
$8.14K - $9K
|
93K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
143+ 1.37% |
$7.76K - $8.58K
|
10.6K
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
123+ 0.68% |
$6.67K - $7.38K
|
18.2K
$587K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122+ 7.07% |
$6.62K - $7.32K
|
1.85K
$59.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
120+ 307.69% |
$6.51K - $7.2K
|
159
$5.12K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
115+ 1.87% |
$6.24K - $6.9K
|
6.26K
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
106+ 0.63% |
$5.75K - $6.36K
|
16.9K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
96New |
$5.21K - $5.76K
|
96
$3.09K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
89+ 0.79% |
$4.83K - $5.34K
|
11.4K
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86+ 0.23% |
$4.67K - $5.16K
|
38.2K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
80+ 0.75% |
$4.34K - $4.8K
|
10.7K
$345K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
67+ 1.4% |
$3.64K - $4.02K
|
4.85K
$156K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
62+ 27.19% |
$3.36K - $3.72K
|
290
$9.33K
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
58+ 0.06% |
$3.15K - $3.48K
|
91.1K
$2.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
52New |
$2.82K - $3.12K
|
52
$1.67K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
48New |
$2.6K - $2.88K
|
48
$1.54K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
45+ 0.74% |
$2.44K - $2.7K
|
6.09K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
38+ 0.7% |
$2.06K - $2.28K
|
5.43K
$175K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 0.38% |
$1.79K - $1.98K
|
8.7K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
30+ 0.73% |
$1.63K - $1.8K
|
4.12K
$133K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.62% |
$1.52K - $1.68K
|
4.52K
$146K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 0.69% |
$1.25K - $1.38K
|
3.36K
$108K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21+ 0.3% |
$1.14K - $1.26K
|
6.97K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
20+ 0.29% |
$1.09K - $1.2K
|
6.93K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18New |
$977 - $1.08K
|
18
$579
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17+ 0.73% |
$922 - $1.02K
|
2.34K
$75.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15New |
$814 - $900
|
15
$483
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.23% |
$814 - $900
|
6.46K
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14New |
$760 - $840
|
14
$451
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 1.84% |
$705 - $780
|
720
$23.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.15% |
$705 - $780
|
8.52K
$274K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.08% |
$597 - $660
|
14.5K
$467K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 18.6% |
$434 - $480
|
51
$1.64K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.33% |
$380 - $420
|
2.15K
$69.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.35% |
$380 - $420
|
2.03K
$65.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 28.57% |
$326 - $360
|
27
$869
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.05% |
$271 - $300
|
10.4K
$336K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
5+ 0.06% |
$271 - $300
|
8.68K
$279K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.92% |
$217 - $240
|
437
$14.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.04% |
$109 - $120
|
5.63K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$54.3 - $60
|
14.9K
$478K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.82% |
$54.3 - $60
|
123
$3.96K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.81% |
$54.3 - $60
|
125
$4.02K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.94% |
$54.3 - $60
|
107
$3.44K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
103KNew |
$5.46M - $5.91M
|
103K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.4K+ 105037.5% |
$444K - $481K
|
8.41K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.1KNew |
$428K - $463K
|
8.1K
$261K
|
|