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 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.4KNew |
$472K - $525K
|
16.4K
$499K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
162New |
$4.66K - $5.17K
|
162
$4.92K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3+ 0.04% |
$86.3 - $95.8
|
7.68K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.9K+ 5.59% |
$428K - $475K
|
281K
$8.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
SELL
|
- |
-50.8K- 4.94% |
$1.46M - $1.62M
|
977K
$29.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
32+ 0.18% |
$920 - $1.02K
|
18.1K
$550K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-145K- 12.26% |
$4.16M - $4.62M
|
1.03M
$31.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20.1K- 32.79% |
$577K - $641K
|
41.1K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
403+ 7.61% |
$11.6K - $12.9K
|
5.7K
$173K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
86+ 0.97% |
$2.47K - $2.75K
|
8.99K
$273K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.15K- 15.1% |
$61.9K - $68.7K
|
12.1K
$368K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
555+ 0.84% |
$16K - $17.7K
|
66.9K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.46K+ 8.55% |
$41.9K - $46.5K
|
18.5K
$561K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.59K+ 8.41% |
$189K - $210K
|
84.9K
$2.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
236+ 342.03% |
$6.79K - $7.54K
|
305
$9.26K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-72- 5.92% |
$2.07K - $2.3K
|
1.14K
$34.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-116- 1.58% |
$3.34K - $3.7K
|
7.24K
$220K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.77K+ 6.12% |
$50.9K - $56.5K
|
30.7K
$933K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.03% |
$230 - $255
|
27.7K
$842K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.35K+ 21.19% |
$182K - $203K
|
36.3K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.01K+ 9.61% |
$173K - $192K
|
68.5K
$2.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$28.8 - $31.9
|
1
$30.4
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
24New |
$690 - $766
|
24
$729
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19+ 0.28% |
$546 - $607
|
6.76K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3K+ 44.67% |
$86.3K - $95.8K
|
9.72K
$295K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
74+ 0.6% |
$2.13K - $2.36K
|
12.3K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.7K+ 1.23% |
$392K - $436K
|
1.12M
$34M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 50.44% |
$819K - $909K
|
28K
$850K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
71+ 0.73% |
$2.04K - $2.27K
|
9.73K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-521- 84.58% |
$15K - $16.6K
|
95
$2.89K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
102K+ 50.64% |
$2.94M - $3.26M
|
304K
$9.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.12KNew |
$262K - $291K
|
9.12K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.64KNew |
$220K - $244K
|
7.64K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21+ 0.59% |
$604 - $671
|
3.56K
$108K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.4% |
$28.8 - $31.9
|
253
$7.68K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.91K+ 6.2% |
$228K - $253K
|
136K
$4.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.63K+ 6.46% |
$75.5K - $83.8K
|
43.2K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
694+ 0.34% |
$20K - $22.2K
|
204K
$6.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.02% |
$115 - $128
|
17.2K
$522K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.03K+ 10.66% |
$58.4K - $64.9K
|
21.1K
$641K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14K+ 31527.59% |
$263K - $292K
|
9.17K
$279K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-744- 3.69% |
$21.4K - $23.8K
|
19.4K
$589K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
31+ 0.35% |
$891 - $990
|
8.77K
$266K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-75- 1.02% |
$2.16K - $2.39K
|
7.29K
$221K
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.57MNew |
$45M - $50M
|
1.57M
$47.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$978 - $1.09K
|
34
$1.03K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
906New |
$26K - $28.9K
|
906
$27.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.73K+ 1.8% |
$78.5K - $87.2K
|
155K
$4.7M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-834- 8.73% |
$24K - $26.6K
|
8.72K
$265K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.09KNew |
$233K - $258K
|
8.09K
$246K
|
|