Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
100M+ 101.7% |
$2.94B - $5.94B
|
199M
$6.01B
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.31M+ 102.33% |
$38.4M - $77.6M
|
2.6M
$78.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.06M+ 105.88% |
$31.1M - $62.7M
|
2.06M
$62.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
956K+ 92.09% |
$28M - $56.5M
|
1.99M
$60.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
910K+ 98.77% |
$26.6M - $53.8M
|
1.83M
$55.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
867K+ 99.45% |
$25.4M - $51.3M
|
1.74M
$52.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
785K+ 621.38% |
$23M - $46.4M
|
912K
$27.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
766K+ 111.84% |
$22.4M - $45.3M
|
1.45M
$43.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
645K+ 95.58% |
$18.9M - $38.1M
|
1.32M
$39.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
644K+ 98.45% |
$18.8M - $38M
|
1.3M
$39.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
543K+ 122.76% |
$15.9M - $32.1M
|
985K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
534K+ 98.51% |
$15.6M - $31.6M
|
1.08M
$32.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
516K+ 98.36% |
$15.1M - $30.5M
|
1.04M
$31.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
472K+ 89.23% |
$13.8M - $27.9M
|
1M
$30.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
447K+ 131.5% |
$13.1M - $26.4M
|
788K
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
434K+ 101.59% |
$12.7M - $25.6M
|
861K
$26M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
405K+ 98.15% |
$11.9M - $24M
|
818K
$24.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
395K+ 101.73% |
$11.6M - $23.4M
|
784K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
385K+ 104.74% |
$11.3M - $22.8M
|
753K
$22.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
374K+ 104.09% |
$11M - $22.1M
|
734K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
358K+ 99.09% |
$10.5M - $21.2M
|
720K
$21.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
347K+ 107.87% |
$10.2M - $20.5M
|
669K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
306K+ 96.46% |
$8.96M - $18.1M
|
624K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
304K+ 107.9% |
$8.89M - $18M
|
585K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
242K+ 98.95% |
$7.08M - $14.3M
|
487K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
233K+ 125.36% |
$6.83M - $13.8M
|
420K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
227K+ 93.83% |
$6.64M - $13.4M
|
469K
$14.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
220K+ 101.85% |
$6.45M - $13M
|
437K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
198K+ 121.21% |
$5.79M - $11.7M
|
361K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193K+ 103.96% |
$5.64M - $11.4M
|
378K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
190K+ 105.08% |
$5.55M - $11.2M
|
370K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
190K+ 106.34% |
$5.55M - $11.2M
|
368K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
189K+ 103.39% |
$5.52M - $11.2M
|
371K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
181K+ 102.42% |
$5.29M - $10.7M
|
357K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
170K+ 98.73% |
$4.97M - $10M
|
342K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
161K+ 35.59% |
$4.71M - $9.51M
|
613K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
152K+ 98.45% |
$4.45M - $9M
|
307K
$9.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
149K+ 109.9% |
$4.36M - $8.81M
|
285K
$8.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
149K+ 99.44% |
$4.35M - $8.79M
|
298K
$9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147K+ 115.57% |
$4.3M - $8.68M
|
274K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
142K+ 102.08% |
$4.15M - $8.39M
|
281K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
138K+ 123.37% |
$4.04M - $8.16M
|
250K
$7.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
135K+ 110.46% |
$3.96M - $7.99M
|
258K
$7.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
135K+ 98.41% |
$3.95M - $7.98M
|
272K
$8.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
132K+ 139.52% |
$3.85M - $7.78M
|
226K
$6.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
128K+ 105.97% |
$3.75M - $7.59M
|
249K
$7.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
121K+ 104.76% |
$3.54M - $7.15M
|
236K
$7.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
108K+ 84.37% |
$3.16M - $6.38M
|
236K
$7.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105KNew |
$3.08M - $6.21M
|
105K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
105K+ 95.34% |
$3.06M - $6.18M
|
214K
$6.46M
|