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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.7K- 21.98% |
$342K - $395K
|
45.2K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.9K- 11.62% |
$318K - $367K
|
90.2K
$2.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 3.9% |
$313K - $361K
|
287K
$8.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.7K- 7.4% |
$288K - $332K
|
134K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.4K- 17.14% |
$278K - $321K
|
50.1K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-10.2K- 56.6% |
$274K - $316K
|
7.81K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10K- 1.1% |
$269K - $311K
|
902K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9.04K- 1.23% |
$243K - $280K
|
725K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.84K- 53.03% |
$211K - $243K
|
6.94K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.81K- 0.44% |
$156K - $180K
|
1.31M
$39.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.36K- 7.23% |
$144K - $166K
|
68.8K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.08K- 1.48% |
$136K - $157K
|
337K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.8K- 18.0% |
$129K - $149K
|
21.9K
$652K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.63K- 29.08% |
$124K - $143K
|
11.3K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-4.33K- 20.52% |
$116K - $134K
|
16.8K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 13.21% |
$112K - $129K
|
27.4K
$818K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.16K- 7.21% |
$112K - $129K
|
53.6K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.84K- 13.19% |
$103K - $119K
|
25.3K
$754K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.66K- 5.7% |
$98.3K - $113K
|
60.5K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.18K- 11.13% |
$85.4K - $98.5K
|
25.4K
$757K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 29.93% |
$79.9K - $92.1K
|
6.96K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.94K- 1.92% |
$79K - $91.1K
|
150K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-2.89K- 0.46% |
$77.7K - $89.6K
|
621K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.89K- 10.08% |
$77.6K - $89.5K
|
25.8K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.84K- 15.46% |
$76.4K - $88.1K
|
15.5K
$464K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.76K- 9.7% |
$74.2K - $85.5K
|
25.7K
$767K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.56K- 6.62% |
$68.8K - $79.3K
|
36.1K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.46K- 19.81% |
$66.1K - $76.2K
|
9.96K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.14K- 35.76% |
$57.5K - $66.3K
|
3.84K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.03K- 12.51% |
$54.6K - $63K
|
14.2K
$424K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 4.04% |
$52.3K - $60.3K
|
46.3K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.86K- 10.2% |
$49.9K - $57.5K
|
16.3K
$487K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.8K- 4.93% |
$48.3K - $55.7K
|
34.7K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.69K- 1.87% |
$45.4K - $52.3K
|
88.6K
$2.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.68K- 2.95% |
$45K - $51.9K
|
55.1K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.64K- 12.08% |
$44.1K - $50.9K
|
12K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.51K- 12.61% |
$40.5K - $46.7K
|
10.4K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.45K- 1.6% |
$39K - $44.9K
|
89.2K
$2.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 14.49% |
$37K - $42.6K
|
8.12K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.11K- 2.53% |
$29.9K - $34.5K
|
42.8K
$1.28M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.09K- 27.41% |
$29.2K - $33.7K
|
2.88K
$86K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.28% |
$28.7K - $33.1K
|
19.2K
$572K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1K- 5.31% |
$26.9K - $31K
|
17.8K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-782- 15.49% |
$21K - $24.2K
|
4.27K
$127K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-701- 0.78% |
$18.8K - $21.7K
|
89.1K
$2.66M
|