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 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.8K+ 6.98% |
$97.7K - $108K
|
27.6K
$804K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-179- 0.12% |
$9.71K - $10.7K
|
155K
$4.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.58KNew |
$194K - $215K
|
3.58K
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 39.49% |
$98.1K - $108K
|
6.39K
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
38+ 0.7% |
$2.06K - $2.28K
|
5.43K
$158K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.72K+ 875.88% |
$256K - $283K
|
5.26K
$153K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
732+ 15.5% |
$39.7K - $43.9K
|
5.46K
$159K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5.67K+ 1.09% |
$307K - $340K
|
525K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.71K- 5.62% |
$147K - $163K
|
45.5K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18New |
$977 - $1.08K
|
18
$525
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.58K- 9.23% |
$194K - $215K
|
35.2K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
48New |
$2.6K - $2.88K
|
48
$1.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-438- 9.74% |
$23.8K - $26.3K
|
4.06K
$118K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 6.78% |
$75.7K - $83.8K
|
19.2K
$559K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-701- 4.68% |
$38K - $42.1K
|
14.3K
$416K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
62+ 27.19% |
$3.36K - $3.72K
|
290
$8.46K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
5+ 0.06% |
$271 - $300
|
8.68K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.55K- 2.37% |
$139K - $153K
|
105K
$3.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
2.87K+ 2.43% |
$156K - $172K
|
121K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
32K+ 119.1% |
$1.74M - $1.92M
|
58.9K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
209+ 1.57% |
$11.3K - $12.5K
|
13.5K
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.48KNew |
$352K - $389K
|
6.48K
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.51K- 30.77% |
$353K - $390K
|
14.6K
$427K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.24K+ 11.98% |
$67.4K - $74.5K
|
11.6K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-122- 0.08% |
$6.62K - $7.32K
|
150K
$4.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-16- 0.29% |
$868 - $960
|
5.49K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.13K- 7.18% |
$61.2K - $67.6K
|
14.6K
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.45K- 2.99% |
$404K - $447K
|
242K
$7.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-71K- 77.25% |
$3.85M - $4.26M
|
20.9K
$610K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 0.38% |
$1.79K - $1.98K
|
8.7K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 0.25% |
$543 - $600
|
3.95K
$115K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
4.34K+ 0.81% |
$236K - $261K
|
542K
$15.8M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.92% |
$217 - $240
|
437
$12.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14New |
$760 - $840
|
14
$408
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.01K+ 1.77% |
$109K - $121K
|
115K
$3.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 5.45% |
$55.3K - $61.2K
|
19.7K
$575K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-292- 1.4% |
$15.8K - $17.5K
|
20.6K
$601K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
186KNew |
$10.1M - $11.2M
|
186K
$5.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 0.09% |
$3.64K - $4.02K
|
75.1K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.27K- 3.79% |
$68.9K - $76.2K
|
32.3K
$941K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 0.69% |
$1.25K - $1.38K
|
3.36K
$97.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
379+ 7.78% |
$20.6K - $22.7K
|
5.25K
$153K
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
12K+ 3.92% |
$650K - $719K
|
318K
$9.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.51K+ 57.72% |
$81.8K - $90.4K
|
4.12K
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
89+ 0.79% |
$4.83K - $5.34K
|
11.4K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.36K+ 81.18% |
$399K - $442K
|
16.4K
$479K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.99K- 33.25% |
$325K - $360K
|
12K
$351K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3.05K+ 5.4% |
$166K - $183K
|
59.6K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
672+ 119.79% |
$36.5K - $40.3K
|
1.23K
$36K
|