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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.5M- 9.74% |
$465M - $560M
|
181M
$5.3B
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.14M- 96.11% |
$27.1M - $32.6M
|
46K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-754K- 96.18% |
$18M - $21.6M
|
29.9K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-449K- 23.66% |
$10.7M - $12.9M
|
1.45M
$42.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-263K- 99.99% |
$6.27M - $7.54M
|
29
$850
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-238K- 46.32% |
$5.68M - $6.83M
|
276K
$8.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-147K- 29.44% |
$3.51M - $4.22M
|
352K
$10.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-129K- 28.48% |
$3.09M - $3.71M
|
325K
$9.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-73.1K- 54.42% |
$1.74M - $2.1M
|
61.2K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-65.6K- 5.27% |
$1.56M - $1.88M
|
1.18M
$34.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-58.1K- 8.01% |
$1.39M - $1.67M
|
667K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-48.6K- 48.28% |
$1.16M - $1.39M
|
52.1K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-46.4K- 2.22% |
$1.11M - $1.33M
|
2.04M
$59.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-46.2K- 5.45% |
$1.1M - $1.32M
|
800K
$23.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.5K- 21.75% |
$1.09M - $1.31M
|
164K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39.1K- 55.0% |
$934K - $1.12M
|
32K
$939K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-38.1K- 9.77% |
$909K - $1.09M
|
352K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-31.9K- 3.53% |
$760K - $914K
|
870K
$25.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-30.2K- 18.47% |
$719K - $865K
|
133K
$3.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29K- 13.86% |
$692K - $833K
|
180K
$5.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.1K- 66.13% |
$671K - $807K
|
14.4K
$422K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-26.7K- 1.42% |
$638K - $767K
|
1.86M
$54.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-24.1K- 11.63% |
$574K - $690K
|
183K
$5.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.5K- 95.67% |
$512K - $616K
|
972
$28.5K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-20.1K- 74.6% |
$480K - $578K
|
6.85K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.8K- 20.01% |
$472K - $567K
|
79K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-17.6K- 66.39% |
$420K - $505K
|
8.9K
$261K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.3K- 1.31% |
$412K - $495K
|
1.3M
$38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 4.99% |
$373K - $448K
|
298K
$8.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14K- 20.41% |
$335K - $403K
|
54.8K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-13.9K- 25.9% |
$333K - $400K
|
39.9K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-13.3K- 96.94% |
$316K - $380K
|
418
$12.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.7K- 19.34% |
$304K - $365K
|
53.1K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.81K- 28.08% |
$234K - $281K
|
25.1K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-9.78K- 45.28% |
$233K - $281K
|
11.8K
$346K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.47K- 4.48% |
$226K - $272K
|
202K
$5.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.34K- 19.53% |
$223K - $268K
|
38.5K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.63K- 17.24% |
$206K - $248K
|
41.4K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.07K- 50.15% |
$192K - $231K
|
8.02K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.23K- 3.35% |
$172K - $207K
|
209K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-7.16K- 17.79% |
$171K - $205K
|
33.1K
$971K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.86K- 48.12% |
$163K - $197K
|
7.39K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.19K- 51.78% |
$148K - $178K
|
5.77K
$169K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-5.74K- 0.92% |
$137K - $165K
|
615K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.31K- 0.67% |
$127K - $152K
|
786K
$23.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.55K- 1.84% |
$109K - $131K
|
243K
$7.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.49K- 2.72% |
$107K - $129K
|
161K
$4.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.99K- 29.84% |
$95.3K - $115K
|
9.39K
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-3.74K- 21.79% |
$89.1K - $107K
|
13.4K
$393K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-3.59K- 31.88% |
$85.7K - $103K
|
7.67K
$225K
|