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 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
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
162New |
$4.66K - $5.17K
|
162
$4.92K
|
|
|
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
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.51K- 15.84% |
$72.2K - $80.2K
|
13.3K
$405K
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.4KNew |
$472K - $525K
|
16.4K
$499K
|
|
|
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
|
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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
236+ 342.03% |
$6.79K - $7.54K
|
305
$9.26K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.59K+ 8.41% |
$189K - $210K
|
84.9K
$2.58M
|
|
|
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
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.15K- 15.1% |
$61.9K - $68.7K
|
12.1K
$368K
|
|
|
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
|
|