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 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
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.5K- 10.97% |
$43.1K - $47.9K
|
12.2K
$370K
|
|
|
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
|
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
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.98K- 7.75% |
$85.7K - $95.2K
|
35.5K
$1.08M
|
|
|
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
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
62.6KNew |
$1.8M - $2M
|
62.6K
$1.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.69K+ 33.81% |
$106K - $118K
|
14.6K
$444K
|
|
|
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
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-703- 1.18% |
$20.2K - $22.4K
|
58.9K
$1.79M
|
|
|
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 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
|
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
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-155- 0.2% |
$4.46K - $4.95K
|
76.7K
$2.33M
|
|
|
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 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
|
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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 0.72% |
$1.58K - $1.76K
|
7.7K
$234K
|
|
|
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
|
|