Schwab Fundamental U S Small C FNDA

FNDA Quotes by TradingView
Institutional shares held 245 Million
0 calls
0 puts
Total value of holdings $6.22B
$0 calls
$0 puts
# of Institutions 468

Quarterly Institutional Activity in FNDA

Shares Bought
Shares Sold
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Top Institutions Holding FNDA

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Latest Institutional Activity in FNDA

Top Purchases

Q1 2025
Moller Financial Services Shares Held: 1.11M ($28.3M)
114K Shares purchased
11.39% Added
Q1 2025
Gsb Wealth Management, LLC Shares Held: 288K ($7.31M)
62.4K Shares purchased
27.62% Added
Q1 2025
Goldstone Financial Group, LLC Shares Held: 442K ($11.2M)
22.9K Shares purchased
5.45% Added
Q1 2025
Steele Capital Management, Inc. Shares Held: 2.09M ($52.9M)
22.6K Shares purchased
1.1% Added
Q1 2025
Gemmer Asset Management LLC Shares Held: 608K ($15.4M)
22.4K Shares purchased
3.83% Added
View All Buyers

Top Sells

Q1 2025
Clarius Group, LLC Shares Held: 1.88M ($47.7M)
111K Shares sold
5.56% Reduced
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 209K ($5.31M)
29K Shares sold
12.18% Reduced
Q1 2025
Verum Partners LLC Shares Held: 163K ($4.14M)
17.6K Shares sold
9.75% Reduced
Q1 2025
Arlington Financial Advisors, LLC Shares Held: 287K ($7.27M)
11.6K Shares sold
3.9% Reduced
Q1 2025
Vicus Capital Shares Held: 45.5K ($1.15M)
10.9K Shares sold
19.32% Reduced
View All Sellers

About FNDA

FNDA Chart by TradingView
FNDA Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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