Purchases and Sales Made in Q2 2025 in Schwab Fundamental U S Small C (FNDA)
This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-114- 1.09% |
$2.72K - $3.27K
|
10.3K
$303K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-170- 6.45% |
$4.05K - $4.88K
|
2.47K
$72.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-172- 85.15% |
$4.1K - $4.93K
|
30
$880
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-173- 1.64% |
$4.13K - $4.96K
|
10.3K
$303K
|
|
|
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
$934K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-215- 2.99% |
$5.13K - $6.17K
|
6.97K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-218- 3.96% |
$5.2K - $6.25K
|
5.29K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-231- 32.13% |
$5.51K - $6.63K
|
488
$14.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-240- 75.47% |
$5.72K - $6.89K
|
78
$2.29K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-250- 0.32% |
$5.96K - $7.17K
|
76.9K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-260- 1.36% |
$6.2K - $7.46K
|
18.8K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-294- 18.4% |
$7.01K - $8.43K
|
1.3K
$38.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-400- 5.06% |
$9.54K - $11.5K
|
7.51K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-444- 8.65% |
$10.6K - $12.7K
|
4.69K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-450- 2.66% |
$10.7K - $12.9K
|
16.5K
$483K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-486- 3.17% |
$11.6K - $13.9K
|
14.9K
$436K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-550- 6.32% |
$13.1K - $15.8K
|
8.16K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-584- 17.01% |
$13.9K - $16.8K
|
2.85K
$83.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-608- 27.41% |
$14.5K - $17.4K
|
1.61K
$47.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-643- 1.17% |
$15.3K - $18.4K
|
54.5K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-724- 16.97% |
$17.3K - $20.8K
|
3.54K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-770- 69.75% |
$18.4K - $22.1K
|
334
$9.79K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-782- 6.75% |
$18.7K - $22.4K
|
10.8K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-799- 5.95% |
$19.1K - $22.9K
|
12.6K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-842- 12.1% |
$20.1K - $24.2K
|
6.12K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-908- 1.96% |
$21.7K - $26.1K
|
45.4K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.06K- 4.46% |
$25.2K - $30.3K
|
22.6K
$663K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.06K- 6.19% |
$25.3K - $30.4K
|
16.1K
$472K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.06K- 0.93% |
$25.4K - $30.5K
|
113K
$3.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.1K- 1.81% |
$26.2K - $31.5K
|
59.6K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 2.9% |
$26.6K - $32K
|
37.3K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.14K- 8.66% |
$27.1K - $32.6K
|
12K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.15K- 94.34% |
$27.4K - $33K
|
69
$2.02K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.31K- 10.49% |
$31.2K - $37.5K
|
11.2K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.32K- 15.33% |
$31.5K - $37.8K
|
7.28K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.37K- 80.27% |
$32.6K - $39.2K
|
336
$9.85K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.4K- 10.23% |
$33.4K - $40.2K
|
12.3K
$361K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.43K- 18.23% |
$34.1K - $41K
|
6.41K
$188K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 12.76% |
$35.4K - $42.6K
|
10.2K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-1.54K- 2.13% |
$36.8K - $44.3K
|
70.9K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.55K- 6.37% |
$37K - $44.6K
|
22.8K
$669K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.59K- 5.56% |
$37.8K - $45.5K
|
26.9K
$789K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.7K- 5.81% |
$40.6K - $48.8K
|
27.6K
$809K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 6.44% |
$42.1K - $50.6K
|
25.6K
$752K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.83K- 8.06% |
$43.6K - $52.4K
|
20.9K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.85K- 6.88% |
$44.2K - $53.2K
|
25.1K
$735K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.9K- 24.79% |
$45.4K - $54.6K
|
5.78K
$169K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.92K- 7.6% |
$45.8K - $55.1K
|
23.3K
$684K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.94K- 16.69% |
$46.2K - $55.5K
|
9.66K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.05K- 19.93% |
$49K - $58.9K
|
8.25K
$242K
|