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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$264K - $317K
|
11.1K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
593+ 2.11% |
$14.1K - $17K
|
28.6K
$870K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.06K- 4.46% |
$25.2K - $30.3K
|
22.6K
$687K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.83K- 8.06% |
$43.6K - $52.4K
|
20.9K
$633K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.46K+ 24.7% |
$58.7K - $70.6K
|
12.4K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-172- 85.15% |
$4.1K - $4.93K
|
30
$911
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.47% |
$23.9 - $28.7
|
216
$6.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.37% |
$23.9 - $28.7
|
270
$8.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4- 0.37% |
$95.4 - $115
|
1.06K
$32.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-114- 1.09% |
$2.72K - $3.27K
|
10.3K
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
276New |
$6.58K - $7.92K
|
276
$8.38K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
34.5KNew |
$824K - $991K
|
34.5K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 25.5% |
$354K - $426K
|
73.1K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.9KNew |
$1.19M - $1.43M
|
49.9K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.4K- 12.83% |
$57.2K - $68.9K
|
16.3K
$495K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
38New |
$906 - $1.09K
|
38
$1.15K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$763 - $918
|
32
$972
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
542New |
$12.9K - $15.5K
|
542
$16.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.7KNew |
$254K - $306K
|
10.7K
$324K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
38New |
$906 - $1.09K
|
38
$1.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
473+ 2.82% |
$11.3K - $13.6K
|
17.3K
$524K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.16K+ 2.63% |
$99.2K - $119K
|
162K
$4.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.99K- 29.84% |
$95.3K - $115K
|
9.39K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
166+ 46.37% |
$3.96K - $4.76K
|
524
$15.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$47.7 - $57.4
|
917
$27.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.27KNew |
$30.2K - $36.4K
|
1.27K
$38.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.37K- 80.27% |
$32.6K - $39.2K
|
336
$10.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
122New |
$2.91K - $3.5K
|
122
$3.71K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
580New |
$13.8K - $16.6K
|
580
$17.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
948+ 0.68% |
$22.6K - $27.2K
|
140K
$4.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.06K- 6.19% |
$25.3K - $30.4K
|
16.1K
$489K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
613New |
$14.6K - $17.6K
|
613
$18.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-170- 6.45% |
$4.05K - $4.88K
|
2.47K
$74.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
271New |
$6.46K - $7.77K
|
271
$8.23K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 14.27% |
$261K - $314K
|
87.6K
$2.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7KNew |
$167K - $201K
|
7K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-13.3K- 96.94% |
$316K - $380K
|
418
$12.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
11.2K+ 12.62% |
$268K - $323K
|
100K
$3.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-260- 1.36% |
$6.2K - $7.46K
|
18.8K
$571K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.14K- 8.66% |
$27.1K - $32.6K
|
12K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
25.8KNew |
$616K - $741K
|
25.8K
$784K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.86K- 48.12% |
$163K - $197K
|
7.39K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40New |
$954 - $1.15K
|
40
$1.21K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-400- 5.06% |
$9.54K - $11.5K
|
7.51K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.5K+ 6.33% |
$59.6K - $71.7K
|
42K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
115New |
$2.74K - $3.3K
|
115
$3.49K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 16.05% |
$310 - $373
|
94
$2.85K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-294- 18.4% |
$7.01K - $8.43K
|
1.3K
$39.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.35K- 0.94% |
$56K - $67.3K
|
248K
$7.55M
|
|