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 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
|
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 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.82KNew |
$196K - $218K
|
6.82K
$207K
|
|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.7K- 29.1% |
$769K - $854K
|
65.2K
$1.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.95K- 17.82% |
$56.1K - $62.4K
|
9.01K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-176- 0.44% |
$5.06K - $5.62K
|
39.7K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-373- 4.0% |
$10.7K - $11.9K
|
8.94K
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.78K+ 0.93% |
$166K - $185K
|
627K
$19.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.32K+ 23.38% |
$37.9K - $42.1K
|
6.96K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.64K- 0.68% |
$47.3K - $52.5K
|
241K
$7.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-358- 2.6% |
$10.3K - $11.4K
|
13.4K
$407K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
75.4K+ 4.29% |
$2.17M - $2.41M
|
1.83M
$55.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.64K- 7.73% |
$191K - $212K
|
79.3K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
713+ 1.52% |
$20.5K - $22.8K
|
47.7K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
124+ 28.57% |
$3.57K - $3.96K
|
558
$16.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
952+ 2.78% |
$27.4K - $30.4K
|
35.2K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.42K- 1.85% |
$156K - $173K
|
288K
$8.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.6K+ 22.67% |
$74.8K - $83K
|
14.1K
$427K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.13K- 84.74% |
$61.3K - $68.1K
|
384
$11.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
63.4K+ 3.42% |
$1.82M - $2.02M
|
1.92M
$58.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
4.32KNew |
$124K - $138K
|
4.32K
$131K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-190- 1.14% |
$5.46K - $6.07K
|
16.4K
$499K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34+ 0.33% |
$978 - $1.09K
|
10.2K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.74K+ 4.71% |
$49.9K - $55.4K
|
38.6K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
231+ 4.01% |
$6.64K - $7.38K
|
6K
$182K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
184+ 18.93% |
$5.29K - $5.88K
|
1.16K
$35.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.56K+ 10.51% |
$217K - $241K
|
79.5K
$2.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
75+ 1.03% |
$2.16K - $2.39K
|
7.36K
$223K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.35% |
$28.8 - $31.9
|
286
$8.69K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116K+ 111.25% |
$2.76M - $3.32M
|
220K
$6.68M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
214New |
$5.1K - $6.14K
|
214
$6.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 43.86% |
$2.39K - $2.87K
|
128
$3.89K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.29K+ 44.83% |
$30.8K - $37.1K
|
4.17K
$127K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
251New |
$5.99K - $7.2K
|
251
$7.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-770- 69.75% |
$18.4K - $22.1K
|
334
$10.1K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 26.16% |
$27.5K - $33.1K
|
5.56K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
32.4KNew |
$772K - $929K
|
32.4K
$983K
|
|