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
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
26
New
$761 - $1.54K
26 $736
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
23
+ 104.55%
$673 - $1.36K
45 $1.27K
Jan 29, 2025 Q4 2024
Armor Investment Advisors, LLC

BUY
 -
22
New
$644 - $1.3K
22 $623
Feb 12, 2025 Q4 2024
Hurley Capital, LLC

New York, NY
BUY
 -
20
New
$585 - $1.18K
20 $566
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
16
+ 100.0%
$468 - $946
32 $906
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
14
+ 100.0%
$410 - $828
28 $792
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
10
New
$293 - $591
10 $283
Jan 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
8
+ 100.0%
$234 - $473
16 $453
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
1
+ 100.0%
$29.3 - $59.1
2 $56.6
Q3 2024
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
BUY
 -
12.4K
+ 70.13%
$674K - $746K
30.1K $853K
Nov 14, 2024 Q3 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.25K
New
$339K - $375K
6.25K $177K
Nov 15, 2024 Q3 2024
Y Intercept (Hong Kong) LTD

BUY
 -
4.71K
New
$255K - $282K
4.71K $133K
Oct 24, 2024 Q3 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
4.49K
New
$244K - $270K
4.49K $127K
Nov 06, 2024 Q3 2024
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
3.42K
New
$185K - $205K
3.42K $96.7K
Jun 23, 2025 Q3 2024
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
3.38K
New
$183K - $203K
3.38K $95.7K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
2.82K
New
$153K - $169K
2.82K $79.7K
Nov 13, 2024 Q3 2024
Rice Partnership, LLC

BUY
 -
1.03K
New
$55.9K - $61.9K
1.03K $29.2K
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
751
New
$40.7K - $45.1K
751 $21.3K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
617
New
$33.5K - $37K
617 $17.5K
Dec 02, 2024 Q3 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
521
+ 10.62%
$28.3K - $31.3K
5.43K $154K
Nov 08, 2024 Q3 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
276
New
$15K - $16.6K
276 $7.81K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
216
+ 2.97%
$11.7K - $13K
7.49K $212K
Oct 31, 2024 Q3 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
209
+ 1.57%
$11.3K - $12.5K
13.5K $382K
Nov 14, 2024 Q3 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
194
+ 100.0%
$10.5K - $11.6K
388 $11K
Oct 18, 2024 Q3 2024
Godsey & Gibb Associates

BUY
 -
177
New
$9.6K - $10.6K
177 $5.01K
Oct 25, 2024 Q3 2024
Valmark Advisers, Inc.

BUY
 -
115
+ 1.87%
$6.24K - $6.9K
6.26K $177K
Feb 03, 2025 Q3 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
113
+ 869.23%
$6.13K - $6.78K
126 $3.57K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
86
+ 0.23%
$4.67K - $5.16K
38.2K $1.08M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
52
New
$2.82K - $3.12K
52 $1.47K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
21
+ 0.3%
$1.14K - $1.26K
6.97K $197K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
18
New
$977 - $1.08K
18 $509
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
14
New
$760 - $840
14 $396
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
8.4K
+ 105037.5%
$444K - $481K
8.41K $238K
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
8.1K
New
$428K - $463K
8.1K $229K
Aug 02, 2024 Q2 2024
Veriti Management LLC

BUY
 -
6.41K
New
$339K - $367K
6.41K $181K
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
4.35K
New
$230K - $249K
4.35K $123K
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
1.78K
New
$93.9K - $102K
1.78K $50.3K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
471
New
$24.9K - $26.9K
471 $13.3K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
367
New
$19.4K - $21K
367 $10.4K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
361
New
$19.1K - $20.7K
361 $10.2K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
193
New
$10.2K - $11K
193 $5.46K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
140
New
$7.39K - $8.01K
140 $3.96K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
53
New
$2.8K - $3.03K
53 $1.5K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
50
New
$2.64K - $2.86K
50 $1.42K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
25
New
$1.32K - $1.43K
25 $708
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
23
New
$1.21K - $1.32K
23 $651
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
13
+ 5.99%
$687 - $744
230 $6.51K
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
8
New
$423 - $458
8 $226
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
0
New
$0 - $0
0 $0

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