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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-129K- 28.48% |
$3.09M - $3.71M
|
325K
$9.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-46.4K- 2.22% |
$1.11M - $1.33M
|
2.04M
$60.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.5K- 21.75% |
$1.09M - $1.31M
|
164K
$4.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-38.1K- 9.77% |
$909K - $1.09M
|
352K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-30.2K- 18.47% |
$719K - $865K
|
133K
$3.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-26.7K- 1.42% |
$638K - $767K
|
1.86M
$55.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-24.1K- 11.63% |
$574K - $690K
|
183K
$5.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.5K- 95.67% |
$512K - $616K
|
972
$29K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-13.9K- 25.9% |
$333K - $400K
|
39.9K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.34K- 19.53% |
$223K - $268K
|
38.5K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.07K- 50.15% |
$192K - $231K
|
8.02K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.23K- 3.35% |
$172K - $207K
|
209K
$6.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.86K- 48.12% |
$163K - $197K
|
7.39K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.19K- 51.78% |
$148K - $178K
|
5.77K
$172K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.55K- 1.84% |
$109K - $131K
|
243K
$7.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.84K- 53.06% |
$67.8K - $81.6K
|
2.52K
$75.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.35K- 0.94% |
$56K - $67.3K
|
248K
$7.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.7K- 5.81% |
$40.6K - $48.8K
|
27.6K
$823K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-1.54K- 2.13% |
$36.8K - $44.3K
|
70.9K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 12.76% |
$35.4K - $42.6K
|
10.2K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.4K- 10.23% |
$33.4K - $40.2K
|
12.3K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.32K- 15.33% |
$31.5K - $37.8K
|
7.28K
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.14K- 8.66% |
$27.1K - $32.6K
|
12K
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.1K- 1.81% |
$26.2K - $31.5K
|
59.6K
$1.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.06K- 0.93% |
$25.4K - $30.5K
|
113K
$3.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-782- 6.75% |
$18.7K - $22.4K
|
10.8K
$323K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-608- 27.41% |
$14.5K - $17.4K
|
1.61K
$48K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-550- 6.32% |
$13.1K - $15.8K
|
8.16K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-400- 5.06% |
$9.54K - $11.5K
|
7.51K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-294- 18.4% |
$7.01K - $8.43K
|
1.3K
$38.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-250- 0.32% |
$5.96K - $7.17K
|
76.9K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-240- 75.47% |
$5.72K - $6.89K
|
78
$2.33K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-218- 3.96% |
$5.2K - $6.25K
|
5.29K
$158K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-215- 2.99% |
$5.13K - $6.17K
|
6.97K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-185- 0.58% |
$4.41K - $5.31K
|
31.9K
$951K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-113- 1.54% |
$2.7K - $3.24K
|
7.22K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 1.29% |
$1.43K - $1.72K
|
4.58K
$137K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-35- 0.3% |
$835 - $1K
|
11.5K
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.19% |
$215 - $258
|
4.76K
$142K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$23.9 - $28.7
|
93.6K
$2.79M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-568K- 32.67% |
$15.3M - $17.6M
|
1.17M
$35M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-107K- 9.97% |
$2.88M - $3.33M
|
969K
$28.9M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-95.6K- 31.14% |
$2.57M - $2.96M
|
211K
$6.31M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-49.2K- 22.98% |
$1.32M - $1.53M
|
165K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47.4K- 50.85% |
$1.27M - $1.47M
|
45.9K
$1.37M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33.9K- 65.25% |
$911K - $1.05M
|
18K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-27K- 68.34% |
$724K - $836K
|
12.5K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-21.2K- 63.06% |
$569K - $656K
|
12.4K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-18.1K- 61.61% |
$486K - $560K
|
11.3K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 15.97% |
$363K - $419K
|
71.2K
$2.12M
|
|