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 07, 2025 Q4 2024
United Community Bank

Greenville, SC
BUY
 -
76
New
$2.22K - $4.49K
76 $2.23K
Feb 05, 2025 Q4 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
76
+ 100.0%
$2.22K - $4.49K
152 $4.46K
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
55
New
$1.61K - $3.25K
55 $1.61K
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
53
+ 98.15%
$1.55K - $3.13K
107 $3.14K
Feb 12, 2025 Q4 2024
Nbz Investment Advisors LLC

Knoxville, TN
BUY
 -
48
New
$1.4K - $2.84K
48 $1.41K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
48
+ 100.0%
$1.4K - $2.84K
96 $2.81K
Jan 28, 2025 Q4 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
48
+ 102.13%
$1.4K - $2.84K
95 $2.79K
Feb 13, 2025 Q4 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
46
New
$1.35K - $2.72K
46 $1.35K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
40
+ 100.0%
$1.17K - $2.36K
80 $2.35K
Feb 13, 2025 Q4 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
40
+ 100.0%
$1.17K - $2.36K
80 $2.35K
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
38
New
$1.11K - $2.25K
38 $1.11K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
26
New
$761 - $1.54K
26 $762
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
23
+ 104.55%
$673 - $1.36K
45 $1.32K
Jan 29, 2025 Q4 2024
Armor Investment Advisors, LLC

BUY
 -
22
New
$644 - $1.3K
22 $645
Feb 12, 2025 Q4 2024
Hurley Capital, LLC

New York, NY
BUY
 -
20
New
$585 - $1.18K
20 $586
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
16
+ 100.0%
$468 - $946
32 $938
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
14
+ 100.0%
$410 - $828
28 $821
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
10
New
$293 - $591
10 $293
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
1
+ 100.0%
$29.3 - $59.1
2 $58.6
Q3 2024
Nov 14, 2024 Q3 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
10.2K
New
$553K - $612K
10.2K $299K
Oct 24, 2024 Q3 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
4.49K
New
$244K - $270K
4.49K $132K
Nov 06, 2024 Q3 2024
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
3.42K
New
$185K - $205K
3.42K $100K
Jun 23, 2025 Q3 2024
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
3.38K
New
$183K - $203K
3.38K $99.1K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
2.82K
New
$153K - $169K
2.82K $82.6K
Nov 13, 2024 Q3 2024
Rice Partnership, LLC

BUY
 -
1.03K
New
$55.9K - $61.9K
1.03K $30.2K
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
751
New
$40.7K - $45.1K
751 $22K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
617
New
$33.5K - $37K
617 $18.1K
Dec 02, 2024 Q3 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
521
+ 10.62%
$28.3K - $31.3K
5.43K $159K
Nov 08, 2024 Q3 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
276
New
$15K - $16.6K
276 $8.09K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
216
+ 2.97%
$11.7K - $13K
7.49K $220K
Oct 31, 2024 Q3 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
209
+ 1.57%
$11.3K - $12.5K
13.5K $395K
Nov 14, 2024 Q3 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
194
+ 100.0%
$10.5K - $11.6K
388 $11.4K
Oct 25, 2024 Q3 2024
Valmark Advisers, Inc.

BUY
 -
115
+ 1.87%
$6.24K - $6.9K
6.26K $184K
Feb 03, 2025 Q3 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
113
+ 869.23%
$6.13K - $6.78K
126 $3.69K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
86
+ 0.23%
$4.67K - $5.16K
38.2K $1.12M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
52
New
$2.82K - $3.12K
52 $1.52K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
21
+ 0.3%
$1.14K - $1.26K
6.97K $204K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
18
New
$977 - $1.08K
18 $528
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
14
New
$760 - $840
14 $410
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
8.4K
+ 105037.5%
$444K - $481K
8.41K $247K
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
8.1K
New
$428K - $463K
8.1K $237K
Aug 02, 2024 Q2 2024
Veriti Management LLC

BUY
 -
6.41K
New
$339K - $367K
6.41K $188K
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
1.78K
New
$93.9K - $102K
1.78K $52.1K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
471
New
$24.9K - $26.9K
471 $13.8K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
367
New
$19.4K - $21K
367 $10.8K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
361
New
$19.1K - $20.7K
361 $10.6K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
193
New
$10.2K - $11K
193 $5.66K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
140
New
$7.39K - $8.01K
140 $4.1K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
53
New
$2.8K - $3.03K
53 $1.55K

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