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 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-472- 5.06% |
$12.7K - $14.6K
|
8.85K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-440- 0.73% |
$11.8K - $13.6K
|
59.8K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-386- 1.41% |
$10.4K - $12K
|
26.9K
$803K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-380- 4.68% |
$10.2K - $11.8K
|
7.74K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-366- 1.27% |
$9.83K - $11.3K
|
28.5K
$850K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-356- 2.06% |
$9.57K - $11K
|
16.9K
$505K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-335- 19.85% |
$9K - $10.4K
|
1.35K
$40.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-310- 1.83% |
$8.33K - $9.61K
|
16.6K
$496K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-285- 1.45% |
$7.66K - $8.83K
|
19.3K
$577K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-247- 0.37% |
$6.64K - $7.65K
|
66.8K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-244- 1.19% |
$6.56K - $7.56K
|
20.3K
$606K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-242- 16.81% |
$6.5K - $7.5K
|
1.2K
$35.7K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-153- 9.21% |
$4.11K - $4.74K
|
1.51K
$45K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-108- 1.44% |
$2.9K - $3.35K
|
7.37K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-82- 51.9% |
$2.2K - $2.54K
|
76
$2.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 3.02% |
$1.42K - $1.64K
|
1.7K
$50.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-48- 50.0% |
$1.29K - $1.49K
|
48
$1.43K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-44- 2.75% |
$1.18K - $1.36K
|
1.55K
$46.4K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-36- 0.53% |
$967 - $1.12K
|
6.72K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-32- 1.14% |
$860 - $992
|
2.77K
$82.5K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24- 0.54% |
$645 - $744
|
4.4K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-18- 0.15% |
$484 - $558
|
12.3K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8- 0.1% |
$215 - $248
|
8.33K
$249K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-441K- 37.26% |
$12.9M - $26.1M
|
743K
$22.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-115K- 21.71% |
$3.37M - $6.8M
|
415K
$12.4M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-40.3K- 1.53% |
$1.18M - $2.38M
|
2.6M
$77.5M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-372Closed |
$10.9K - $22K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-305- 42.78% |
$8.92K - $18K
|
408
$12.2K
|
|
| 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
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-610- 88.66% |
$33.1K - $36.6K
|
78
$2.33K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-48Closed |
$2.6K - $2.88K
|
0
$0
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-15- 50.0% |
$814 - $900
|
15
$448
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5.83K- 1.71% |
$308K - $333K
|
335K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.26K- 3.72% |
$66.4K - $71.9K
|
32.5K
$970K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-712- 11.38% |
$37.6K - $40.7K
|
5.55K
$165K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-387- 64.18% |
$20.4K - $22.1K
|
216
$6.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-121- 71.6% |
$6.39K - $6.92K
|
48
$1.43K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-903- 50.0% |
$47.3K - $51.5K
|
903
$26.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-146- 3.82% |
$7.64K - $8.33K
|
3.68K
$110K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-37- 46.84% |
$1.94K - $2.11K
|
42
$1.25K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.21K- 57.5% |
$54.3K - $67.7K
|
892
$26.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-785- 96.67% |
$35.3K - $44K
|
27
$806
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-678- 0.62% |
$30.5K - $38K
|
109K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-282- 6.4% |
$12.7K - $15.8K
|
4.12K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-277- 22.48% |
$12.5K - $15.5K
|
955
$28.5K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-54- 0.42% |
$2.43K - $3.03K
|
12.8K
$383K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.15K- 36.6% |
$198K - $222K
|
7.18K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.31K- 10.77% |
$62.6K - $70.2K
|
10.9K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-644- 8.09% |
$30.8K - $34.5K
|
7.32K
$218K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-488- 75.89% |
$23.3K - $26.1K
|
155
$4.63K
|
|