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
Jan 23, 2023 Q4 2022
Liberty Capital Management, Inc.

BUY
 -
5.25K
New
$228K - $263K
5.25K $169K
Feb 02, 2023 Q4 2022
Provence Wealth Management Group

BUY
 -
5K
New
$218K - $251K
5K $161K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
1.2K
New
$52.3K - $60.2K
1.2K $38.6K
Feb 02, 2023 Q4 2022
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
668
New
$29.1K - $33.5K
668 $21.5K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
486
New
$21.2K - $24.4K
486 $15.6K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
486
New
$21.2K - $24.4K
486 $15.6K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
248
+ 21.53%
$10.8K - $12.4K
1.4K $45.1K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
219
+ 243.33%
$9.53K - $11K
309 $9.94K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
123
New
$5.35K - $6.16K
123 $3.96K
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
116
New
$5.05K - $5.81K
116 $3.73K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
81
New
$3.53K - $4.06K
81 $2.61K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
68
New
$2.96K - $3.41K
68 $2.19K
Feb 03, 2023 Q4 2022
Albion Financial Group

BUY
 -
25
New
$1.09K - $1.25K
25 $805
Feb 13, 2023 Q4 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1
New
$43.5 - $50.1
1 $32.2
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
12.4K
New
$526K - $646K
12.4K $398K
Nov 14, 2022 Q3 2022
Rmb Capital Management, LLC

BUY
 -
6.41K
New
$273K - $335K
6.41K $206K
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
652
New
$27.7K - $34.1K
652 $21K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
381
New
$16.2K - $19.9K
381 $12.3K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
340
+ 0.51%
$14.5K - $17.8K
67.2K $2.16M
Nov 02, 2022 Q3 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
205
New
$8.72K - $10.7K
205 $6.6K
Nov 14, 2022 Q3 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
22
+ 0.39%
$935 - $1.15K
5.61K $180K
Q2 2022
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
1.25K
New
$55.1K - $67K
1.25K $40.1K
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
241
New
$10.7K - $13K
241 $7.76K
Aug 10, 2022 Q2 2022
Lee Financial CO

Dallas, TX
BUY
 -
134
New
$5.93K - $7.21K
134 $4.31K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
95
New
$4.21K - $5.11K
95 $3.06K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
16
New
$708 - $861
16 $515
Q1 2022
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
87K
New
$4.4M - $4.91M
87K $2.8M
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
131
New
$6.62K - $7.4K
131 $4.22K
May 04, 2022 Q1 2022
Iag Wealth Partners, LLC

BUY
 -
99
New
$5K - $5.59K
99 $3.19K
May 09, 2022 Q1 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
87
New
$4.4K - $4.92K
87 $2.8K
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
55
New
$2.78K - $3.11K
55 $1.77K
May 03, 2022 Q1 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
5
New
$253 - $283
5 $161
Q4 2021
Feb 09, 2022 Q4 2021
Evoke Wealth, LLC

BUY
 -
5.11K
New
$267K - $295K
5.11K $164K
Jan 24, 2022 Q4 2021
National Bank Of Canada

BUY
 -
280
New
$14.6K - $16.2K
280 $9.01K
Feb 10, 2022 Q4 2021
Tortoise Investment Management, LLC

BUY
 -
59
New
$3.09K - $3.41K
59 $1.9K
Feb 22, 2022 Q4 2021
Byrne Asset Management LLC

BUY
 -
15
New
$785 - $867
15 $483
Q3 2021
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

BUY
 -
78
New
$3.93K - $4.28K
78 $2.51K
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
70
New
$3.53K - $3.84K
70 $2.25K
Nov 15, 2021 Q3 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
48
New
$2.42K - $2.64K
48 $1.54K
Q2 2021
Aug 03, 2021 Q2 2021
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
214
New
$10.8K - $12K
214 $6.89K
Aug 02, 2021 Q2 2021
Key F Inancial Inc

BUY
 -
140
New
$7.07K - $7.85K
140 $4.51K
Jul 26, 2021 Q2 2021
Time Scale Financial, Inc.

BUY
 -
86
New
$4.35K - $4.82K
86 $2.77K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
4
New
$202 - $224
4 $129
Q1 2021
Apr 23, 2021 Q1 2021
Central Trust CO

Jefferson City, MO
BUY
 -
412
New
$17.5K - $22K
412 $13.3K
Apr 29, 2021 Q1 2021
Tci Wealth Advisors, Inc.

BUY
 -
274
New
$11.6K - $14.6K
274 $8.82K
Apr 16, 2021 Q1 2021
Adirondack Trust CO

BUY
 -
205
New
$8.68K - $11K
205 $6.6K
May 13, 2021 Q1 2021
Robbins Farley LLC

Manchester, NH
BUY
 -
116
New
$4.91K - $6.2K
116 $3.73K
Q1 2020
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
438
+ 41.48%
$9.88K - $17.8K
1.49K $48.1K
May 18, 2020 Q1 2020
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
61
New
$1.38K - $2.49K
61 $1.96K

Track Institutional and Insider Activities on FNDA

Follow SCHWAB FUNDAMENTAL U S SMALL C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FNDA shares.

Notify only if

Insider Trading

Get notified when an Schwab Fundamental U S Small C insider buys or sells FNDA shares.

Notify only if

News

Receive news related to SCHWAB FUNDAMENTAL U S SMALL C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FNDA