Latest Institutional Transactions on Schwab Fundamental U S Small C (FNDA)
This table provides information on the latest institutional transactions involving Schwab Fundamental U S Small C (FNDA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-818- 13.64% |
$24.4K - $25.8K
|
5.18K
$157K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.19K- 5.26% |
$35.4K - $37.4K
|
21.4K
$649K
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
56.1K+ 50.82% |
$1.67M - $1.77M
|
166K
$5.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-408- 2.91% |
$12.2K - $12.9K
|
13.6K
$413K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.24K- 8.83% |
$37.1K - $39.2K
|
12.8K
$390K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.42K- 18.15% |
$72.3K - $76.4K
|
10.9K
$332K
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5.58K+ 8.9% |
$166K - $176K
|
68.2K
$2.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-24.7K- 45.94% |
$737K - $779K
|
29.1K
$883K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.57K- 99.75% |
$46.7K - $49.4K
|
4
$121
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
19.4K+ 2.22% |
$580K - $613K
|
893K
$27.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
621+ 3.36% |
$18.5K - $19.6K
|
19.1K
$580K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.41K- 14.75% |
$71.8K - $75.9K
|
13.9K
$422K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
98New |
$2.93K - $3.09K
|
98
$2.98K
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
BUY
|
- |
23.1K+ 2.36% |
$688K - $728K
|
1M
$30.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.59K- 17.82% |
$47.6K - $50.3K
|
7.35K
$223K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.5K+ 53.77% |
$464K - $490K
|
44.4K
$1.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.06K- 0.63% |
$91.3K - $96.4K
|
481K
$14.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-141- 0.35% |
$4.21K - $4.45K
|
40.4K
$1.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
618New |
$18.4K - $19.5K
|
618
$18.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
SELL
|
- |
-282- 0.39% |
$8.42K - $8.9K
|
71.5K
$2.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-26- 0.37% |
$776 - $820
|
6.95K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.89K- 4.93% |
$56.4K - $59.6K
|
36.4K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 8.88% |
$342K - $362K
|
118K
$3.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.16K+ 5.59% |
$64.4K - $68.1K
|
40.8K
$1.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-26.6K- 11.03% |
$795K - $840K
|
215K
$6.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-29.4K- 1.53% |
$878K - $928K
|
1.89M
$57.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.37K- 0.81% |
$40.9K - $43.2K
|
167K
$5.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-62- 0.07% |
$1.85K - $1.96K
|
93.5K
$2.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 12.35% |
$53.8K - $56.9K
|
12.8K
$389K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.35% |
$29.9 - $31.6
|
287
$8.72K
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-162- 0.89% |
$4.84K - $5.11K
|
18K
$547K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.2K- 67.78% |
$515K - $544K
|
8.2K
$249K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 3.87% |
$30.6K - $32.3K
|
25.5K
$773K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
88+ 1.33% |
$2.63K - $2.78K
|
6.73K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.04K+ 1.74% |
$150K - $159K
|
295K
$8.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.2KNew |
$424K - $448K
|
14.2K
$432K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
93+ 0.25% |
$2.78K - $2.93K
|
36.9K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.7KNew |
$349K - $369K
|
11.7K
$355K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
36+ 0.33% |
$1.07K - $1.14K
|
10.8K
$329K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 0.15% |
$1.04K - $1.1K
|
23.5K
$713K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-410- 5.07% |
$12.2K - $12.9K
|
7.68K
$233K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-150- 1.25% |
$4.48K - $4.73K
|
11.8K
$359K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-16.7K- 1.36% |
$500K - $528K
|
1.22M
$37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
465+ 2.9% |
$13.9K - $14.7K
|
16.5K
$502K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-605- 7.59% |
$18.1K - $19.1K
|
7.37K
$224K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.6K- 6.65% |
$376K - $398K
|
177K
$5.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
220+ 25.58% |
$6.57K - $6.94K
|
1.08K
$32.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
18.7K+ 4.87% |
$559K - $591K
|
403K
$12.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
599+ 3.44% |
$17.9K - $18.9K
|
18K
$547K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.86K+ 14.74% |
$294K - $311K
|
76.8K
$2.33M
|
|