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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.29K+ 39.8% |
$124K - $138K
|
8.06K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 1.84% |
$705 - $780
|
720
$21K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-103- 20.68% |
$5.59K - $6.18K
|
395
$11.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.3K+ 94.02% |
$667K - $738K
|
25.4K
$740K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
617New |
$33.5K - $37K
|
617
$18K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.38KNew |
$183K - $203K
|
3.38K
$98.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
282+ 4.31% |
$15.3K - $16.9K
|
6.82K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
115+ 1.87% |
$6.24K - $6.9K
|
6.26K
$183K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122+ 7.07% |
$6.62K - $7.32K
|
1.85K
$53.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11.1K+ 13.34% |
$602K - $666K
|
94.3K
$2.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
150+ 0.16% |
$8.14K - $9K
|
93K
$2.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-320- 2.85% |
$17.4K - $19.2K
|
10.9K
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.24K+ 70.96% |
$176K - $194K
|
7.81K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-190- 2.1% |
$10.3K - $11.4K
|
8.86K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
454New |
$24.6K - $27.2K
|
454
$13.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-377- 12.03% |
$20.5K - $22.6K
|
2.76K
$80.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.1% |
$109 - $120
|
2.06K
$60K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-108- 2.81% |
$5.86K - $6.48K
|
3.74K
$109K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.49KNew |
$244K - $270K
|
4.49K
$131K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
255+ 46.11% |
$13.8K - $15.3K
|
808
$23.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.25K+ 3.02% |
$448K - $495K
|
282K
$8.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.82K+ 4.43% |
$316K - $349K
|
137K
$4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
925+ 39.38% |
$50.2K - $55.5K
|
3.27K
$95.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.54K+ 57.66% |
$301K - $333K
|
15.2K
$442K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-542- 2.15% |
$29.4K - $32.5K
|
24.7K
$720K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-12- 0.03% |
$651 - $720
|
38.9K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
232+ 4.8% |
$12.6K - $13.9K
|
5.07K
$148K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-45- 0.6% |
$2.44K - $2.7K
|
7.44K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.35K+ 2.19% |
$128K - $141K
|
110K
$3.2M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-75- 1.53% |
$4.07K - $4.5K
|
4.84K
$141K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
2.11K+ 4.36% |
$114K - $127K
|
50.5K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
711+ 8.03% |
$38.6K - $42.7K
|
9.56K
$279K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.23% |
$814 - $900
|
6.46K
$188K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.35% |
$380 - $420
|
2.03K
$59.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.62% |
$1.52K - $1.68K
|
4.52K
$132K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-34.3K- 21.13% |
$1.86M - $2.06M
|
128K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-10- 0.26% |
$543 - $600
|
3.86K
$113K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.15% |
$705 - $780
|
8.52K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
486+ 10.57% |
$26.4K - $29.2K
|
5.09K
$148K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
357New |
$19.4K - $21.4K
|
357
$10.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
317+ 7.2% |
$17.2K - $19K
|
4.72K
$138K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.05K+ 21.93% |
$274K - $303K
|
28.1K
$818K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
52New |
$2.82K - $3.12K
|
52
$1.52K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
277+ 0.37% |
$15K - $16.6K
|
74.7K
$2.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
7.72K+ 12.29% |
$419K - $463K
|
70.6K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-153- 3.01% |
$8.3K - $9.18K
|
4.94K
$144K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.08% |
$597 - $660
|
14.5K
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 84.32% |
$1.02M - $1.12M
|
41K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
288+ 1.08% |
$15.6K - $17.3K
|
27K
$787K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.22K+ 4.64% |
$446K - $493K
|
186K
$5.41M
|