Latest Institutional Purchases of Schwab Fundamental U S Small C (FNDA)

FNDA Quotes by TradingView

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
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
4.35K
New
$230K - $249K
4.35K $134K
Jul 11, 2024 Q2 2024
Warther Private Wealth, LLC

Akron, OH
BUY
 -
4.04K
New
$213K - $231K
4.04K $124K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
4K
+ 29.85%
$211K - $229K
17.4K $535K
Aug 13, 2024 Q2 2024
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
3.78K
New
$200K - $216K
3.78K $116K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
2.96K
New
$157K - $170K
2.96K $91.2K
Jul 30, 2024 Q2 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
2.32K
New
$123K - $133K
2.32K $71.4K
Aug 14, 2024 Q2 2024
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
1.99K
New
$105K - $114K
1.99K $61.1K
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
1.78K
New
$93.9K - $102K
1.78K $54.7K
Aug 09, 2024 Q2 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
1.25K
New
$65.8K - $71.2K
1.25K $38.3K
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
872
New
$46.1K - $49.9K
872 $26.8K
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
655
+ 3.49%
$34.6K - $37.5K
19.4K $598K
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
546
New
$28.8K - $31.2K
546 $16.8K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
471
New
$24.9K - $26.9K
471 $14.5K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
468
+ 482.47%
$24.7K - $26.8K
565 $17.4K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
367
New
$19.4K - $21K
367 $11.3K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
361
New
$19.1K - $20.7K
361 $11.1K
Jul 30, 2024 Q2 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
217
New
$11.5K - $12.4K
217 $6.68K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
193
New
$10.2K - $11K
193 $5.94K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
140
New
$7.39K - $8.01K
140 $4.31K
Jul 15, 2024 Q2 2024
Wedmont Private Capital

BUY
 -
117
+ 1.94%
$6.18K - $6.69K
6.15K $189K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
104
New
$5.49K - $5.95K
104 $3.2K
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
102
New
$5.39K - $5.84K
102 $3.14K
Aug 13, 2024 Q2 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
79
New
$4.17K - $4.52K
79 $2.43K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
67
New
$3.54K - $3.83K
67 $2.06K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
61
+ 11.55%
$3.22K - $3.49K
589 $18.1K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
53
New
$2.8K - $3.03K
53 $1.63K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
50
New
$2.64K - $2.86K
50 $1.54K
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
43
+ 6.6%
$2.27K - $2.46K
695 $21.4K
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
32
+ 0.64%
$1.69K - $1.83K
5.06K $156K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
25
New
$1.32K - $1.43K
25 $769
Aug 09, 2024 Q2 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
24
+ 0.52%
$1.27K - $1.37K
4.67K $144K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
23
New
$1.21K - $1.32K
23 $708
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
18
+ 50.0%
$951 - $1.03K
54 $1.66K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
14
New
$739 - $801
14 $431
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
13
New
$687 - $744
13 $400
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
13
+ 5.99%
$687 - $744
230 $7.08K
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
8
New
$423 - $458
8 $246
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1
+ 0.0%
$52.8 - $57.2
190K $5.85M
Aug 14, 2024 Q2 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
1
+ 1.33%
$52.8 - $57.2
76 $2.34K
Jul 26, 2024 Q2 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
1
New
$52.8 - $57.2
1 $30.8
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
0
New
$0 - $0
0 $0
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Q1 2024
May 08, 2024 Q1 2024
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
2.41M
+ 2.57%
$126M - $137M
96M $2.95B
Apr 30, 2024 Q1 2024
Mission Wealth Management, LP

BUY
 -
7.45K
New
$390K - $425K
7.45K $229K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.92K
New
$362K - $394K
6.92K $213K
May 08, 2024 Q1 2024
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
6.63K
New
$347K - $378K
6.63K $204K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
6.09K
+ 1.98%
$319K - $347K
314K $9.66M
Jul 18, 2024 Q1 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
3.54K
New
$185K - $202K
3.54K $109K
Apr 24, 2024 Q1 2024
Simplicity Wealth,Llc

BUY
 -
3.52K
New
$184K - $201K
3.52K $108K

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