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 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.19K- 5.09% |
$264K - $293K
|
171K
$5.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.44K+ 5.59% |
$70.2K - $77.9K
|
46.1K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-261- 1.92% |
$7.5K - $8.33K
|
13.3K
$405K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
9.81K+ 9.87% |
$282K - $313K
|
109K
$3.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
6.97KNew |
$200K - $223K
|
6.97K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-208- 1.55% |
$5.98K - $6.64K
|
13.2K
$401K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.23% |
$316 - $351
|
4.78K
$145K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.59KNew |
$190K - $210K
|
6.59K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26New |
$748 - $830
|
26
$790
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-316K- 36.37% |
$9.1M - $10.1M
|
553K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27.6K- 52.0% |
$792K - $880K
|
25.4K
$773K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14.2K- 7.77% |
$408K - $453K
|
169K
$5.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.1K+ 32.54% |
$262K - $290K
|
37.1K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-155- 0.2% |
$4.46K - $4.95K
|
76.7K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-388- 1.33% |
$11.2K - $12.4K
|
28.9K
$877K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
14.6K+ 1.7% |
$421K - $467K
|
873K
$26.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
871+ 13.59% |
$25K - $27.8K
|
7.28K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.37K+ 2.37% |
$212K - $235K
|
318K
$9.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.05% |
$1.44K - $1.6K
|
4.81K
$146K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-966- 56.89% |
$27.8K - $30.8K
|
732
$22.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
6.43KNew |
$185K - $205K
|
6.43K
$195K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 0.72% |
$1.58K - $1.76K
|
7.7K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
643+ 4.81% |
$18.5K - $20.5K
|
14K
$425K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.68K+ 7.79% |
$134K - $149K
|
64.7K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
450+ 109.76% |
$12.9K - $14.4K
|
860
$26.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.03% |
$144 - $160
|
18.2K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.41KNew |
$213K - $237K
|
7.41K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-5.59K- 44.4% |
$161K - $178K
|
7K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-34- 0.62% |
$978 - $1.09K
|
5.43K
$165K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
169New |
$4.86K - $5.4K
|
169
$5.13K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
16.7K+ 9.77% |
$480K - $533K
|
188K
$5.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-539- 54.89% |
$15.5K - $17.2K
|
443
$13.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$28.8 - $31.9
|
93.6K
$2.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
823+ 5.32% |
$23.7K - $26.3K
|
16.3K
$495K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.16K+ 1.03% |
$33.4K - $37.1K
|
115K
$3.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-296- 10.7% |
$8.51K - $9.45K
|
2.47K
$75K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
324+ 1.82% |
$9.32K - $10.3K
|
18.2K
$552K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.21K+ 27.22% |
$63.6K - $70.6K
|
10.3K
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
33+ 0.34% |
$949 - $1.05K
|
9.67K
$294K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
108+ 0.34% |
$3.11K - $3.45K
|
31.7K
$963K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.82KNew |
$196K - $218K
|
6.82K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.1K+ 3.87% |
$520K - $577K
|
485K
$14.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-793- 3.4% |
$22.8K - $25.3K
|
22.5K
$685K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.57KNew |
$45.1K - $50.1K
|
1.57K
$47.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.63KNew |
$219K - $244K
|
7.63K
$232K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.24KNew |
$35.6K - $39.5K
|
1.24K
$37.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
175+ 14.2% |
$5.03K - $5.59K
|
1.41K
$42.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
101New |
$2.9K - $3.22K
|
101
$3.07K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
114New |
$3.28K - $3.64K
|
114
$3.46K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-4.06K- 14.7% |
$117K - $129K
|
23.5K
$714K
|
|