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 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9.38K+ 100.0% |
$275K - $555K
|
18.8K
$570K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
291+ 100.0% |
$8.51K - $17.2K
|
582
$17.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.1K+ 107.17% |
$500K - $1.01M
|
33K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 104.55% |
$673 - $1.36K
|
45
$1.37K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
950+ 100.0% |
$27.8K - $56.2K
|
1.9K
$57.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.68K+ 97.31% |
$108K - $218K
|
7.47K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
92.7K+ 101.79% |
$2.71M - $5.48M
|
184K
$5.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.93K+ 99.92% |
$144K - $291K
|
9.87K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.51K+ 100.66% |
$103K - $208K
|
7K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.49K+ 100.0% |
$131K - $265K
|
8.98K
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
416New |
$12.2K - $24.6K
|
416
$12.6K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
113+ 869.23% |
$6.13K - $6.78K
|
126
$3.83K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-15- 50.0% |
$814 - $900
|
15
$456
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
521+ 10.62% |
$28.3K - $31.3K
|
5.43K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-610- 88.66% |
$33.1K - $36.6K
|
78
$2.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
194+ 100.0% |
$10.5K - $11.6K
|
388
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-83.5K- 91.81% |
$4.53M - $5.01M
|
7.44K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
216+ 2.97% |
$11.7K - $13K
|
7.49K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.03KNew |
$55.9K - $61.9K
|
1.03K
$31.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
276New |
$15K - $16.6K
|
276
$8.38K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18New |
$977 - $1.08K
|
18
$547
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
209+ 1.57% |
$11.3K - $12.5K
|
13.5K
$410K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14New |
$760 - $840
|
14
$425
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
617New |
$33.5K - $37K
|
617
$18.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
115+ 1.87% |
$6.24K - $6.9K
|
6.26K
$190K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.49KNew |
$244K - $270K
|
4.49K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
52New |
$2.82K - $3.12K
|
52
$1.58K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86+ 0.23% |
$4.67K - $5.16K
|
38.2K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21+ 0.3% |
$1.14K - $1.26K
|
6.97K
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-48Closed |
$2.6K - $2.88K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.82KNew |
$153K - $169K
|
2.82K
$85.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
751New |
$40.7K - $45.1K
|
751
$22.8K
|
|
| Q2 2024 | |||||||
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8New |
$423 - $458
|
8
$243
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.4K+ 105037.5% |
$444K - $481K
|
8.41K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.1KNew |
$428K - $463K
|
8.1K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-387- 64.18% |
$20.4K - $22.1K
|
216
$6.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
23New |
$1.21K - $1.32K
|
23
$699
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
53New |
$2.8K - $3.03K
|
53
$1.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.26K- 3.72% |
$66.4K - $71.9K
|
32.5K
$987K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$2.64K - $2.86K
|
50
$1.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
193New |
$10.2K - $11K
|
193
$5.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
361New |
$19.1K - $20.7K
|
361
$11K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
6.41KNew |
$339K - $367K
|
6.41K
$195K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
140New |
$7.39K - $8.01K
|
140
$4.25K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-712- 11.38% |
$37.6K - $40.7K
|
5.55K
$168K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5.83K- 1.71% |
$308K - $333K
|
335K
$10.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
25New |
$1.32K - $1.43K
|
25
$759
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.78KNew |
$93.9K - $102K
|
1.78K
$54K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
13+ 5.99% |
$687 - $744
|
230
$6.99K
|
|