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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.79KNew |
$171K - $213K
|
3.79K
$225K
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.76KNew |
$169K - $211K
|
3.76K
$223K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.82KNew |
$127K - $158K
|
2.82K
$168K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.65KNew |
$119K - $148K
|
2.65K
$157K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.37KNew |
$107K - $133K
|
2.37K
$141K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.32K+ 20.33% |
$104K - $130K
|
13.7K
$816K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.78KNew |
$80K - $99.8K
|
1.78K
$106K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.47KNew |
$65.9K - $82.2K
|
1.47K
$87.1K
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.07KNew |
$47.9K - $59.8K
|
1.07K
$63.3K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
903New |
$40.6K - $50.7K
|
903
$53.7K
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
882+ 14.18% |
$39.7K - $49.5K
|
7.1K
$422K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
616New |
$27.7K - $34.6K
|
616
$36.6K
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
420New |
$18.9K - $23.6K
|
420
$25K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
346New |
$15.6K - $19.4K
|
346
$20.6K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
320New |
$14.4K - $18K
|
320
$19K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
314+ 219.58% |
$14.1K - $17.6K
|
457
$27.2K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
237New |
$10.7K - $13.3K
|
237
$14.1K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
219New |
$9.85K - $12.3K
|
219
$13K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
194New |
$8.73K - $10.9K
|
194
$11.5K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
183New |
$8.23K - $10.3K
|
183
$10.9K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
168New |
$7.56K - $9.43K
|
168
$9.98K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
121New |
$5.44K - $6.79K
|
121
$7.19K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
120New |
$5.4K - $6.73K
|
120
$7.13K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53New |
$2.38K - $2.97K
|
53
$3.15K
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
39New |
$1.75K - $2.19K
|
39
$2.32K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
24New |
$1.08K - $1.35K
|
24
$1.43K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12New |
$540 - $673
|
12
$713
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$135 - $168
|
3
$178
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.13% |
$45 - $56.1
|
788
$46.8K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
9.51K+ 5.95% |
$454K - $510K
|
169K
$10.1M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.34KNew |
$255K - $286K
|
5.34K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.69KNew |
$224K - $251K
|
4.69K
$279K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.97KNew |
$94K - $105K
|
1.97K
$117K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 621.58% |
$71.5K - $80.3K
|
1.74K
$103K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
722New |
$34.5K - $38.7K
|
722
$42.9K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
182New |
$8.69K - $9.75K
|
182
$10.8K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$7.16K - $8.04K
|
150
$8.91K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
100New |
$4.78K - $5.36K
|
100
$5.94K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
95New |
$4.54K - $5.09K
|
95
$5.64K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
59New |
$2.82K - $3.16K
|
59
$3.51K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
56New |
$2.67K - $3K
|
56
$3.33K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37+ 1233.33% |
$1.77K - $1.98K
|
40
$2.38K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28New |
$1.34K - $1.5K
|
28
$1.66K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.12KNew |
$236K - $258K
|
5.12K
$304K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.64KNew |
$214K - $234K
|
4.64K
$276K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.56KNew |
$164K - $180K
|
3.56K
$212K
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.5K+ 22.75% |
$69.1K - $75.7K
|
8.09K
$481K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.38KNew |
$63.5K - $69.5K
|
1.38K
$81.9K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.18K+ 26.92% |
$54.2K - $59.4K
|
5.55K
$330K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.12KNew |
$51.4K - $56.3K
|
1.12K
$66.3K
|