Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-115K- 21.71% |
$3.37M - $6.8M
|
415K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.23K- 4.83% |
$35.8K - $72.4K
|
24.1K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-305- 42.78% |
$8.92K - $18K
|
408
$12.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-87- 25.07% |
$2.55K - $5.14K
|
260
$7.86K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$29.3 - $59.1
|
111K
$3.36M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-83.5K- 91.81% |
$4.53M - $5.01M
|
7.44K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-72.2K- 84.72% |
$3.92M - $4.33M
|
13K
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-71K- 77.25% |
$3.85M - $4.26M
|
20.9K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.6K- 2.41% |
$1.17M - $1.3M
|
872K
$26.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 13.32% |
$1.06M - $1.17M
|
127K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.3K- 44.11% |
$992K - $1.1M
|
23.2K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.2K- 2.62% |
$986K - $1.09M
|
675K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.2K- 52.18% |
$879K - $972K
|
14.8K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.8K- 64.83% |
$804K - $890K
|
8.04K
$243K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 25.03% |
$602K - $665K
|
33.2K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.4K- 73.84% |
$566K - $626K
|
3.7K
$112K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.3K- 46.86% |
$557K - $616K
|
11.7K
$352K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.01K- 18.35% |
$434K - $480K
|
35.6K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.93K- 13.64% |
$376K - $416K
|
43.9K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.76K- 14.31% |
$367K - $406K
|
40.5K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.68K- 5.64% |
$362K - $401K
|
112K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.38K- 1.39% |
$346K - $383K
|
452K
$13.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.99K- 33.25% |
$325K - $360K
|
12K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.78K- 17.04% |
$314K - $347K
|
28.2K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.55K- 11.89% |
$247K - $273K
|
33.7K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.42K- 2.63% |
$240K - $265K
|
163K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.45K- 2.66% |
$187K - $207K
|
126K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.21K- 10.64% |
$174K - $193K
|
27K
$816K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 32.39% |
$157K - $174K
|
6.04K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.54K- 11.12% |
$138K - $152K
|
20.3K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.9K- 4.5% |
$103K - $114K
|
40.4K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.27K- 3.79% |
$68.9K - $76.2K
|
32.3K
$976K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.11K- 2.62% |
$60.4K - $66.8K
|
41.4K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-912- 4.05% |
$49.5K - $54.7K
|
21.6K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-610- 88.66% |
$33.1K - $36.6K
|
78
$2.36K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-583- 5.37% |
$31.6K - $35K
|
10.3K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-526- 5.2% |
$28.5K - $31.6K
|
9.59K
$290K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-407- 51.85% |
$22.1K - $24.4K
|
378
$11.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-318- 7.18% |
$17.3K - $19.1K
|
4.11K
$124K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-245- 8.04% |
$13.3K - $14.7K
|
2.8K
$84.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-212- 84.13% |
$11.5K - $12.7K
|
40
$1.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-203- 3.85% |
$11K - $12.2K
|
5.07K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-169- 4.7% |
$9.17K - $10.1K
|
3.43K
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-147- 1.05% |
$7.98K - $8.82K
|
13.8K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-129- 0.39% |
$7K - $7.74K
|
33.2K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-108- 2.81% |
$5.86K - $6.48K
|
3.74K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 0.09% |
$3.64K - $4.02K
|
75.1K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-48Closed |
$2.6K - $2.88K
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-16- 0.29% |
$868 - $960
|
5.49K
$166K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-15- 50.0% |
$814 - $900
|
15
$454
|
|