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 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
271New |
$6.46K - $7.77K
|
271
$7.95K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
251New |
$5.99K - $7.2K
|
251
$7.36K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
205+ 1.88% |
$4.89K - $5.88K
|
11.1K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
188+ 2.52% |
$4.48K - $5.39K
|
7.64K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
181+ 2.06% |
$4.32K - $5.19K
|
8.97K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
167+ 1.34% |
$3.98K - $4.79K
|
12.7K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
166+ 46.37% |
$3.96K - $4.76K
|
524
$15.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
163+ 0.85% |
$3.89K - $4.68K
|
19.3K
$565K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
137+ 2.28% |
$3.27K - $3.93K
|
6.14K
$180K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
122New |
$2.91K - $3.5K
|
122
$3.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
115New |
$2.74K - $3.3K
|
115
$3.37K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
84+ 0.29% |
$2K - $2.41K
|
29.3K
$858K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59+ 0.02% |
$1.41K - $1.69K
|
302K
$8.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
55+ 0.25% |
$1.31K - $1.58K
|
21.6K
$634K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 0.54% |
$1.31K - $1.58K
|
10.2K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
54+ 0.16% |
$1.29K - $1.55K
|
34.8K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
52+ 1.1% |
$1.24K - $1.49K
|
4.76K
$140K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
50+ 0.4% |
$1.19K - $1.43K
|
12.6K
$369K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 0.14% |
$1.19K - $1.43K
|
36.8K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40New |
$954 - $1.15K
|
40
$1.17K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
38New |
$906 - $1.09K
|
38
$1.11K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
38New |
$906 - $1.09K
|
38
$1.11K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
36+ 0.25% |
$859 - $1.03K
|
14.3K
$418K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$763 - $918
|
32
$938
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
24+ 0.25% |
$572 - $689
|
9.64K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
22+ 0.25% |
$525 - $631
|
8.74K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18+ 0.31% |
$429 - $516
|
5.76K
$169K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
17+ 0.14% |
$405 - $488
|
12.3K
$361K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.1% |
$405 - $488
|
17.7K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 16.05% |
$310 - $373
|
94
$2.76K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.26% |
$286 - $344
|
4.72K
$138K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 0.06% |
$239 - $287
|
15.6K
$456K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.04% |
$215 - $258
|
25.7K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.02% |
$71.6 - $86.1
|
15.9K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.2% |
$71.6 - $86.1
|
1.51K
$44.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.08% |
$71.6 - $86.1
|
3.85K
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.04% |
$71.6 - $86.1
|
7.38K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.02% |
$71.6 - $86.1
|
17.2K
$504K
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3+ 0.02% |
$71.6 - $86.1
|
16.6K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.26% |
$47.7 - $57.4
|
761
$22.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$47.7 - $57.4
|
917
$26.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$47.7 - $57.4
|
15.5K
$454K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.47% |
$23.9 - $28.7
|
216
$6.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.37% |
$23.9 - $28.7
|
270
$7.92K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.43% |
$23.9 - $28.7
|
234
$6.86K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.26% |
$23.9 - $28.7
|
382
$11.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
161K+ 24.03% |
$4.32M - $4.98M
|
830K
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
40.6KNew |
$1.09M - $1.26M
|
40.6K
$1.19M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
35.9K+ 27.88% |
$964K - $1.11M
|
165K
$4.83M
|
|