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 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
215New |
$6.18K - $6.86K
|
215
$6.53K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.27K- 8.83% |
$65.3K - $72.5K
|
23.4K
$712K
|
|
|
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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.8K+ 15.73% |
$740K - $822K
|
189K
$5.76M
|
|
|
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
|
Mc Adam, LLC
|
SELL
|
- |
-11.4K- 5.44% |
$326K - $362K
|
197K
$5.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.35K+ 13.23% |
$67.4K - $74.9K
|
20.1K
$610K
|
|
|
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
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
60.8KNew |
$1.75M - $1.94M
|
60.8K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
67.8K+ 731.08% |
$1.95M - $2.16M
|
77K
$2.34M
|
|
|
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
|
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
|
Stephens Inc
|
BUY
|
- |
896+ 3.94% |
$25.8K - $28.6K
|
23.6K
$717K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
287+ 0.37% |
$8.25K - $9.16K
|
78.5K
$2.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
791+ 5.33% |
$22.7K - $25.3K
|
15.6K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-195- 2.8% |
$5.61K - $6.23K
|
6.77K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-74.4K- 3.65% |
$2.14M - $2.38M
|
1.97M
$59.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.5K- 4.06% |
$907K - $1.01M
|
746K
$22.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.32K- 8.42% |
$153K - $170K
|
57.9K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.5K- 10.97% |
$43.1K - $47.9K
|
12.2K
$370K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-818- 42.52% |
$23.5K - $26.1K
|
1.11K
$33.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
38.7K+ 9.3% |
$1.11M - $1.24M
|
455K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-311- 2.8% |
$8.94K - $9.93K
|
10.8K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.46KNew |
$215K - $238K
|
7.46K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.98K- 7.75% |
$85.7K - $95.2K
|
35.5K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
68+ 0.19% |
$1.96K - $2.17K
|
36.8K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
75+ 0.35% |
$2.16K - $2.39K
|
21.7K
$659K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.28K- 7.37% |
$123K - $137K
|
53.8K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
276+ 0.06% |
$7.94K - $8.81K
|
484K
$14.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-703- 1.18% |
$20.2K - $22.4K
|
58.9K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-50.8K- 18.41% |
$1.46M - $1.62M
|
225K
$6.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.69K+ 33.81% |
$106K - $118K
|
14.6K
$444K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-50- 21.37% |
$1.44K - $1.6K
|
184
$5.59K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.01K+ 43.5% |
$173K - $192K
|
19.8K
$602K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
686New |
$19.7K - $21.9K
|
686
$20.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
62.6KNew |
$1.8M - $2M
|
62.6K
$1.9M
|
|