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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5K+ 91.71% |
$146K - $296K
|
10.5K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.93K+ 99.92% |
$144K - $291K
|
9.87K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.85K+ 100.0% |
$142K - $287K
|
9.69K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.73K+ 115.08% |
$138K - $280K
|
8.84K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.73K+ 72.97% |
$138K - $279K
|
11.2K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.63K+ 88.19% |
$136K - $274K
|
9.88K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.56K+ 77.77% |
$133K - $270K
|
10.4K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.56K+ 100.71% |
$133K - $269K
|
9.08K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.51K+ 131.46% |
$132K - $266K
|
7.93K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 89.75% |
$131K - $266K
|
9.5K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.49K+ 100.0% |
$131K - $265K
|
8.98K
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.33K+ 146.05% |
$127K - $256K
|
7.29K
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.21K+ 70.36% |
$123K - $249K
|
10.2K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.2K+ 116.13% |
$123K - $248K
|
7.82K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.06K+ 100.0% |
$119K - $240K
|
8.12K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.04K+ 100.0% |
$118K - $239K
|
8.08K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.89K+ 98.4% |
$114K - $230K
|
7.84K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.85K+ 99.69% |
$113K - $227K
|
7.71K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.85K+ 108.74% |
$113K - $227K
|
7.38K
$187K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.85K+ 208.06% |
$113K - $227K
|
5.69K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.78K+ 99.97% |
$111K - $223K
|
7.56K
$192K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.74K+ 100.11% |
$109K - $221K
|
7.48K
$190K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.68K+ 97.31% |
$108K - $218K
|
7.47K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.67K+ 100.0% |
$107K - $217K
|
7.34K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.63K+ 63.75% |
$106K - $214K
|
9.32K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.58K+ 100.0% |
$105K - $212K
|
7.16K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.58K+ 100.0% |
$105K - $211K
|
7.15K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.55K+ 110.8% |
$104K - $210K
|
6.75K
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.55K+ 45.86% |
$104K - $210K
|
11.3K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.52K+ 100.0% |
$103K - $208K
|
7.05K
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.51K+ 100.66% |
$103K - $208K
|
7K
$178K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.5K+ 100.0% |
$102K - $207K
|
7K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 67.13% |
$99.9K - $202K
|
8.5K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.23K+ 76.45% |
$94.5K - $191K
|
7.46K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.99K+ 99.87% |
$87.5K - $177K
|
5.98K
$152K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.98K+ 138.91% |
$87.2K - $176K
|
5.13K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.97KNew |
$86.9K - $176K
|
2.97K
$75.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 41.74% |
$84.2K - $170K
|
9.77K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.84K+ 217.57% |
$83K - $168K
|
4.14K
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8K+ 69.34% |
$81.8K - $165K
|
6.83K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.76K+ 100.0% |
$80.6K - $163K
|
5.51K
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.76KNew |
$80.6K - $163K
|
2.76K
$69.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.7KNew |
$78.9K - $159K
|
2.7K
$68.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.44KNew |
$71.3K - $144K
|
2.44K
$61.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$70.6K - $143K
|
2.41K
$61.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 37.33% |
$69.8K - $141K
|
8.77K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.37K+ 100.0% |
$69.3K - $140K
|
4.74K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.36K+ 101.07% |
$69.1K - $139K
|
4.7K
$119K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.32K+ 100.0% |
$67.9K - $137K
|
4.64K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.31K+ 48.86% |
$67.5K - $136K
|
7.03K
$178K
|