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 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.95K- 2.96% |
$113K - $126K
|
129K
$3.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
29New |
$834 - $926
|
29
$881
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.09K- 19.52% |
$233K - $258K
|
33.4K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-589- 4.22% |
$16.9K - $18.8K
|
13.4K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.92K+ 4.31% |
$199K - $221K
|
167K
$5.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
16KNew |
$461K - $512K
|
16K
$487K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.98K- 17.45% |
$114K - $127K
|
18.8K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.15K- 9.43% |
$206K - $228K
|
68.7K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-2.03K- 17.15% |
$58.2K - $64.7K
|
9.79K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
183K+ 88.36% |
$5.26M - $5.84M
|
390K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-683- 2.4% |
$19.6K - $21.8K
|
27.8K
$844K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29.8K- 14.27% |
$857K - $952K
|
179K
$5.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-3.76K- 2.81% |
$108K - $120K
|
130K
$3.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
24.5KNew |
$705K - $783K
|
24.5K
$745K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
26New |
$748 - $830
|
26
$790
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66+ 1.41% |
$1.9K - $2.11K
|
4.76K
$144K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.35K- 17.07% |
$96.3K - $107K
|
16.3K
$494K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-10K- 25.0% |
$288K - $320K
|
30K
$912K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-563K- 0.31% |
$16.2M - $18M
|
180M
$5.47B
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-103- 0.41% |
$2.96K - $3.29K
|
25.3K
$767K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.27% |
$805 - $894
|
10.2K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.07K+ 0.62% |
$59.6K - $66.2K
|
339K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
92.8K+ 3.45% |
$2.67M - $2.96M
|
2.78M
$84.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-229- 3.11% |
$6.58K - $7.31K
|
7.15K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19.5K+ 2.17% |
$561K - $623K
|
917K
$27.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-403- 6.57% |
$11.6K - $12.9K
|
5.73K
$174K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.35K- 6.14% |
$96.2K - $107K
|
51.1K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-808- 3.0% |
$23.2K - $25.8K
|
26.1K
$792K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-410- 6.7% |
$11.8K - $13.1K
|
5.71K
$173K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.2K- 32.05% |
$1.07M - $1.19M
|
78.9K
$2.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.15K- 6.79% |
$33K - $36.7K
|
15.8K
$479K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-7.78K- 5.27% |
$224K - $248K
|
140K
$4.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.58K- 9.8% |
$74.1K - $82.3K
|
23.7K
$720K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-3.19K- 16.58% |
$91.6K - $102K
|
16K
$487K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.46K+ 20.27% |
$186K - $206K
|
38.3K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-119K- 99.54% |
$3.42M - $3.8M
|
547
$16.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.51K- 15.84% |
$72.2K - $80.2K
|
13.3K
$405K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.49K- 12.08% |
$42.7K - $47.4K
|
10.8K
$329K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-116- 0.96% |
$3.34K - $3.7K
|
12K
$365K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
450+ 5.4% |
$12.9K - $14.4K
|
8.78K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
836+ 5.63% |
$24K - $26.7K
|
15.7K
$477K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.41K+ 17.54% |
$127K - $141K
|
29.5K
$897K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-238- 1.93% |
$6.84K - $7.6K
|
12.1K
$366K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-34.3K- 5.57% |
$985K - $1.09M
|
581K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
121+ 5.82% |
$3.48K - $3.86K
|
2.2K
$66.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 1.54% |
$67.1K - $74.5K
|
149K
$4.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
BUY
|
- |
1.59K+ 3.94% |
$45.7K - $50.7K
|
41.9K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-46.8K- 24.81% |
$1.35M - $1.49M
|
142K
$4.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.79K- 62.39% |
$80.3K - $89.2K
|
1.68K
$51.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-275- 2.18% |
$7.91K - $8.78K
|
12.3K
$374K
|
|