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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 70.13% |
$674K - $746K
|
30.1K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.2KNew |
$1.69M - $1.87M
|
31.2K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.14K+ 37.93% |
$496K - $549K
|
33.3K
$970K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.1K+ 38.52% |
$1.2M - $1.33M
|
79.5K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.54K- 11.12% |
$138K - $152K
|
20.3K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5K+ 3.51% |
$676K - $747K
|
368K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.2K- 2.62% |
$986K - $1.09M
|
675K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.14K+ 19.42% |
$116K - $128K
|
13.1K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.2KNew |
$553K - $612K
|
10.2K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
175K+ 65.64% |
$9.51M - $10.5M
|
442K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15New |
$814 - $900
|
15
$437
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.25KNew |
$339K - $375K
|
6.25K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.12K+ 26.65% |
$170K - $187K
|
14.8K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.03KNew |
$55.9K - $61.9K
|
1.03K
$30.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.24K+ 160.66% |
$230K - $255K
|
6.88K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-526- 5.2% |
$28.5K - $31.6K
|
9.59K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.76K- 14.31% |
$367K - $406K
|
40.5K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-203- 3.85% |
$11K - $12.2K
|
5.07K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.41K+ 68.19% |
$131K - $145K
|
5.95K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
956+ 12.6% |
$51.9K - $57.4K
|
8.54K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.15K+ 18.92% |
$62.5K - $69.1K
|
7.24K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
441+ 2.23% |
$23.9K - $26.5K
|
20.2K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
96New |
$5.21K - $5.76K
|
96
$2.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.7K+ 5.75% |
$1.07M - $1.18M
|
362K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
216+ 2.97% |
$11.7K - $13K
|
7.49K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.5K+ 78.11% |
$1.54M - $1.71M
|
64.9K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.78K- 17.04% |
$314K - $347K
|
28.2K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
347New |
$18.8K - $20.8K
|
347
$10.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.12K+ 59.77% |
$60.8K - $67.2K
|
2.99K
$87.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.14K+ 9.91% |
$225K - $249K
|
46K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.09K- 1.12% |
$222K - $245K
|
360K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.26K+ 6.73% |
$68.6K - $75.9K
|
20K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 13.32% |
$1.06M - $1.17M
|
127K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.4K- 73.84% |
$566K - $626K
|
3.7K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.69K+ 2.6% |
$255K - $282K
|
186K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.55K- 11.89% |
$247K - $273K
|
33.7K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.76K+ 254.48% |
$95.6K - $106K
|
2.45K
$71.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
324+ 1.18% |
$17.6K - $19.4K
|
27.9K
$812K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
143+ 1.37% |
$7.76K - $8.58K
|
10.6K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-583- 5.37% |
$31.6K - $35K
|
10.3K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.11M+ 1.13% |
$60.1M - $66.5M
|
98.8M
$2.88B
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-169- 4.7% |
$9.17K - $10.1K
|
3.43K
$99.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-4- 0.75% |
$217 - $240
|
532
$15.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29KNew |
$1.57M - $1.74M
|
29K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
29.3K+ 2.34% |
$1.59M - $1.76M
|
1.28M
$37.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
794+ 4.35% |
$43.1K - $47.6K
|
19K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-52.9K- 48.06% |
$2.87M - $3.17M
|
57.1K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.34K+ 7.67% |
$72.9K - $80.6K
|
18.9K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.9K- 4.97% |
$914K - $1.01M
|
322K
$9.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11K+ 52.68% |
$596K - $659K
|
31.9K
$929K
|