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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
565+ 100.0% |
$16.5K - $33.4K
|
1.13K
$32K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
546+ 100.0% |
$16K - $32.3K
|
1.09K
$30.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
544+ 100.0% |
$15.9K - $32.2K
|
1.09K
$30.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
420+ 100.0% |
$12.3K - $24.8K
|
840
$23.8K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
416New |
$12.2K - $24.6K
|
416
$11.8K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
395+ 100.0% |
$11.6K - $23.3K
|
790
$22.4K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
383New |
$11.2K - $22.6K
|
383
$10.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
358New |
$10.5K - $21.2K
|
358
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
357+ 100.0% |
$10.4K - $21.1K
|
714
$20.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
357+ 100.0% |
$10.4K - $21.1K
|
714
$20.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
346+ 100.0% |
$10.1K - $20.5K
|
692
$19.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
333+ 100.0% |
$9.74K - $19.7K
|
666
$18.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
312New |
$9.13K - $18.4K
|
312
$8.83K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
291+ 100.0% |
$8.51K - $17.2K
|
582
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
286New |
$8.37K - $16.9K
|
286
$8.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
284+ 156.04% |
$8.31K - $16.8K
|
466
$13.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
280+ 100.0% |
$8.19K - $16.6K
|
560
$15.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
252New |
$7.37K - $14.9K
|
252
$7.13K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
233New |
$6.82K - $13.8K
|
233
$6.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
228New |
$6.67K - $13.5K
|
228
$6.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
219+ 100.0% |
$6.41K - $12.9K
|
438
$12.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
217+ 100.0% |
$6.35K - $12.8K
|
434
$12.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
205+ 100.0% |
$6K - $12.1K
|
410
$11.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
205+ 100.0% |
$6K - $12.1K
|
410
$11.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
183+ 100.0% |
$5.35K - $10.8K
|
366
$10.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
179+ 100.0% |
$5.24K - $10.6K
|
358
$10.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
159+ 100.0% |
$4.65K - $9.4K
|
318
$9K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
114New |
$3.34K - $6.74K
|
114
$3.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111+ 100.0% |
$3.25K - $6.56K
|
222
$6.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
108+ 100.93% |
$3.16K - $6.38K
|
215
$6.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
102+ 100.0% |
$2.98K - $6.03K
|
204
$5.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
96+ 100.0% |
$2.81K - $5.67K
|
192
$5.43K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
95+ 100.0% |
$2.78K - $5.62K
|
190
$5.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
94+ 100.0% |
$2.75K - $5.56K
|
188
$5.32K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
92+ 100.0% |
$2.69K - $5.44K
|
184
$5.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
81+ 100.0% |
$2.37K - $4.79K
|
162
$4.58K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
79+ 100.0% |
$2.31K - $4.67K
|
158
$4.47K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
76New |
$2.22K - $4.49K
|
76
$2.15K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
76+ 100.0% |
$2.22K - $4.49K
|
152
$4.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
55New |
$1.61K - $3.25K
|
55
$1.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
53+ 98.15% |
$1.55K - $3.13K
|
107
$3.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
48New |
$1.4K - $2.84K
|
48
$1.36K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
48+ 100.0% |
$1.4K - $2.84K
|
96
$2.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
48+ 102.13% |
$1.4K - $2.84K
|
95
$2.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
46New |
$1.35K - $2.72K
|
46
$1.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
40+ 100.0% |
$1.17K - $2.36K
|
80
$2.26K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
38New |
$1.11K - $2.25K
|
38
$1.08K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
38+ 88.37% |
$1.11K - $2.25K
|
81
$2.29K
|