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 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.73K+ 72.97% |
$138K - $279K
|
11.2K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.63K+ 88.19% |
$136K - $274K
|
9.88K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.49K+ 100.0% |
$131K - $265K
|
8.98K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.21K+ 70.36% |
$123K - $249K
|
10.2K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.04K+ 100.0% |
$118K - $239K
|
8.08K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.89K+ 98.4% |
$114K - $230K
|
7.84K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.78K+ 99.97% |
$111K - $223K
|
7.56K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.68K+ 97.31% |
$108K - $218K
|
7.47K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.67K+ 100.0% |
$107K - $217K
|
7.34K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.58K+ 100.0% |
$105K - $211K
|
7.15K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.52K+ 100.0% |
$103K - $208K
|
7.05K
$199K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.51K+ 100.66% |
$103K - $208K
|
7K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.5K+ 100.0% |
$102K - $207K
|
7K
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.23K+ 76.45% |
$94.5K - $191K
|
7.46K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.98K+ 138.91% |
$87.2K - $176K
|
5.13K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.97KNew |
$86.9K - $176K
|
2.97K
$84.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 41.74% |
$84.2K - $170K
|
9.77K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8K+ 69.34% |
$81.8K - $165K
|
6.83K
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.76KNew |
$80.6K - $163K
|
2.76K
$78K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.76K+ 100.0% |
$80.6K - $163K
|
5.51K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.7KNew |
$78.9K - $159K
|
2.7K
$76.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.44KNew |
$71.3K - $144K
|
2.44K
$68.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.37K+ 100.0% |
$69.3K - $140K
|
4.74K
$134K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.32K+ 100.0% |
$67.9K - $137K
|
4.64K
$131K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.31K+ 48.86% |
$67.5K - $136K
|
7.03K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.3KNew |
$67.2K - $136K
|
2.3K
$65K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.23K+ 10.64% |
$65.1K - $132K
|
23.1K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 178.51% |
$64.4K - $130K
|
3.43K
$97.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.05KNew |
$60.1K - $121K
|
2.05K
$58.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.99K+ 100.0% |
$58.1K - $117K
|
3.97K
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.95KNew |
$57.2K - $116K
|
1.95K
$55.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.89K+ 100.0% |
$55.3K - $112K
|
3.78K
$107K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.83KNew |
$53.5K - $108K
|
1.83K
$51.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.78KNew |
$52K - $105K
|
1.78K
$50.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.74K+ 100.0% |
$50.9K - $103K
|
3.48K
$98.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 100.0% |
$42.9K - $86.6K
|
2.93K
$82.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.44KNew |
$42.1K - $85.1K
|
1.44K
$40.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 100.0% |
$42K - $84.9K
|
2.87K
$81.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.07K+ 100.0% |
$31.2K - $63K
|
2.13K
$60.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
950+ 100.0% |
$27.8K - $56.2K
|
1.9K
$53.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
873+ 100.11% |
$25.5K - $51.6K
|
1.75K
$49.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
808+ 100.0% |
$23.6K - $47.8K
|
1.62K
$45.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
800+ 100.0% |
$23.4K - $47.3K
|
1.6K
$45.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
768New |
$22.5K - $45.4K
|
768
$21.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
736+ 100.0% |
$21.5K - $43.5K
|
1.47K
$41.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
695+ 100.0% |
$20.3K - $41.1K
|
1.39K
$39.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
668+ 100.0% |
$19.5K - $39.5K
|
1.34K
$37.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
634+ 100.0% |
$18.6K - $37.5K
|
1.27K
$35.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
616+ 100.0% |
$18K - $36.4K
|
1.23K
$34.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
572+ 100.0% |
$16.7K - $33.8K
|
1.14K
$32.4K
|