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, 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
|
Whittier Trust CO
|
BUY
|
- |
31+ 0.35% |
$891 - $990
|
8.77K
$266K
|
|
|
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
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.14K+ 31527.59% |
$263K - $292K
|
9.17K
$279K
|
|
|
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
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.02% |
$115 - $128
|
17.2K
$522K
|
|
|
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
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
215New |
$6.18K - $6.86K
|
215
$6.53K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-834- 8.73% |
$24K - $26.6K
|
8.72K
$265K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-78- 0.4% |
$2.24K - $2.49K
|
19.2K
$583K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-2.72K- 2.67% |
$78.1K - $86.7K
|
99K
$3.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-373K- 46.6% |
$10.7M - $11.9M
|
427K
$13M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 1.33% |
$342K - $379K
|
903K
$27.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.26% |
$115 - $128
|
1.52K
$46K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
91+ 0.1% |
$2.62K - $2.91K
|
89.9K
$2.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
11.9K+ 12.13% |
$343K - $381K
|
110K
$3.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.34KNew |
$182K - $202K
|
6.34K
$192K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.35K+ 13.23% |
$67.4K - $74.9K
|
20.1K
$610K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-11.4K- 5.44% |
$326K - $362K
|
197K
$5.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-34- 18.09% |
$978 - $1.09K
|
154
$4.68K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-168- 1.62% |
$4.83K - $5.36K
|
10.2K
$309K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.15K- 9.66% |
$90.6K - $101K
|
29.5K
$894K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
724+ 4.8% |
$20.8K - $23.1K
|
15.8K
$480K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.05K- 50.73% |
$231K - $257K
|
7.82K
$237K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
67.8K+ 731.08% |
$1.95M - $2.16M
|
77K
$2.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
60.8KNew |
$1.75M - $1.94M
|
60.8K
$1.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.68K- 4.79% |
$48.2K - $53.5K
|
33.3K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30New |
$863 - $958
|
30
$911
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
174New |
$5K - $5.56K
|
174
$5.28K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19+ 0.11% |
$546 - $607
|
17.1K
$519K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.89K- 1.88% |
$112K - $124K
|
204K
$6.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
212New |
$6.1K - $6.77K
|
212
$6.44K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
287+ 0.37% |
$8.25K - $9.16K
|
78.5K
$2.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
896+ 3.94% |
$25.8K - $28.6K
|
23.6K
$717K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
791+ 5.33% |
$22.7K - $25.3K
|
15.6K
$474K
|
|