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 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
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18- 0.31% |
$518 - $575
|
5.74K
$174K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.9KNew |
$802K - $890K
|
27.9K
$847K
|
|
|
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
|
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
|
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
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.95K- 2.96% |
$113K - $126K
|
129K
$3.92M
|
|
|
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
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 0.88% |
$719 - $798
|
2.83K
$85.8K
|
|
|
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
|
|
|
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
|
|