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, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.06K+ 7.79% |
$117K - $130K
|
56.2K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.26K- 23.65% |
$122K - $136K
|
13.7K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.1K+ 17.79% |
$404K - $449K
|
93.1K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.78K+ 14.08% |
$51.2K - $56.9K
|
14.4K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.6K+ 62.19% |
$2M - $2.22M
|
181K
$5.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
200New |
$5.75K - $6.39K
|
200
$6.07K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4.32KNew |
$124K - $138K
|
4.32K
$131K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23K+ 7.72% |
$661K - $734K
|
321K
$9.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-22- 0.2% |
$633 - $702
|
10.9K
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.66K- 46.38% |
$134K - $149K
|
5.39K
$164K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-97.2K- 6.71% |
$2.79M - $3.1M
|
1.35M
$41.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.15KNew |
$234K - $260K
|
8.15K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 1.53% |
$1.09K - $1.21K
|
2.44K
$74.2K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
530+ 4.75% |
$15.2K - $16.9K
|
11.7K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 4.62% |
$60.2K - $66.9K
|
43.3K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.44KNew |
$41.4K - $46K
|
1.44K
$43.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103- 0.5% |
$2.96K - $3.29K
|
20.5K
$622K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53- 10.86% |
$1.52K - $1.69K
|
435
$13.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Founders Capital Management
|
BUY
|
- |
837+ 1.18% |
$24.1K - $26.7K
|
71.8K
$2.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.15K+ 5.26% |
$61.9K - $68.8K
|
43.1K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.9KNew |
$802K - $890K
|
27.9K
$847K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.95K+ 48.23% |
$200K - $222K
|
21.4K
$649K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.3K+ 136.57% |
$841K - $934K
|
50.7K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 6.64% |
$48.9K - $54.3K
|
27.3K
$830K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.95KNew |
$142K - $158K
|
4.95K
$150K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$28.8 - $31.9
|
6.86K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-118- 0.47% |
$3.39K - $3.77K
|
24.9K
$758K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.53K- 19.8% |
$72.8K - $80.8K
|
10.3K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.49KNew |
$273K - $303K
|
9.49K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-23- 0.21% |
$661 - $734
|
10.8K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18- 0.31% |
$518 - $575
|
5.74K
$174K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.17% |
$86.3 - $95.8
|
1.76K
$53.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-681- 8.25% |
$19.6K - $21.7K
|
7.57K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-33- 6.31% |
$949 - $1.05K
|
490
$14.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.17K+ 1.69% |
$33.6K - $37.3K
|
70.2K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
30+ 0.33% |
$863 - $958
|
9K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.59K+ 16.15% |
$103K - $114K
|
25.8K
$783K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 0.88% |
$719 - $798
|
2.83K
$85.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
29.1K+ 6.88% |
$838K - $930K
|
453K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
28.8KNew |
$829K - $921K
|
28.8K
$876K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.79K+ 3.37% |
$51.4K - $57.1K
|
54.9K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.2K- 55.41% |
$323K - $358K
|
9.04K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-781- 9.78% |
$22.5K - $24.9K
|
7.2K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.14KNew |
$234K - $260K
|
8.14K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
4.32K+ 1510.84% |
$124K - $138K
|
4.61K
$140K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.81KNew |
$51.9K - $57.7K
|
1.81K
$54.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-112- 9.91% |
$3.22K - $3.58K
|
1.02K
$30.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3+ 0.02% |
$86.3 - $95.8
|
12.6K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.93K+ 1.88% |
$228K - $253K
|
429K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3+ 0.39% |
$86.3 - $95.8
|
764
$23.2K
|
|