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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-240- 75.47% |
$5.72K - $6.89K
|
78
$2.37K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.5KNew |
$35.9K - $43.1K
|
1.5K
$45.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
54+ 0.16% |
$1.29K - $1.55K
|
34.8K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-113- 1.54% |
$2.7K - $3.24K
|
7.22K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.88KNew |
$236K - $283K
|
9.88K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
406New |
$9.68K - $11.6K
|
406
$12.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.07K- 50.15% |
$192K - $231K
|
8.02K
$244K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-608- 27.41% |
$14.5K - $17.4K
|
1.61K
$48.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 1.29% |
$1.43K - $1.72K
|
4.58K
$139K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
789+ 1.35% |
$18.8K - $22.6K
|
59.4K
$1.8M
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.49KNew |
$66.9K - $77.2K
|
2.49K
$75.6K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
23.6KNew |
$635K - $732K
|
23.6K
$718K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14New |
$376 - $434
|
14
$425
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 15.97% |
$363K - $419K
|
71.2K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.98K+ 22.63% |
$53.1K - $61.2K
|
10.7K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.28K+ 94.53% |
$61.3K - $70.7K
|
4.69K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-244- 1.19% |
$6.56K - $7.56K
|
20.3K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 17.6% |
$161K - $186K
|
40.1K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.71KNew |
$207K - $239K
|
7.71K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
16+ 0.2% |
$430 - $496
|
8.21K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.32KNew |
$35.4K - $40.8K
|
1.32K
$40K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.1KNew |
$271K - $312K
|
10.1K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.45K- 1.6% |
$39K - $44.9K
|
89.2K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
270+ 22.92% |
$7.25K - $8.37K
|
1.45K
$44K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
260New |
$6.99K - $8.06K
|
260
$7.9K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
148New |
$3.98K - $4.59K
|
148
$4.49K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
14.1KNew |
$379K - $437K
|
14.1K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
152New |
$4.08K - $4.71K
|
152
$4.62K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.55K+ 1.38% |
$95.4K - $110K
|
261K
$7.93M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-380- 4.68% |
$10.2K - $11.8K
|
7.74K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
307+ 109.64% |
$8.25K - $9.51K
|
587
$17.8K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
40.6KNew |
$1.09M - $1.26M
|
40.6K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
346+ 159.45% |
$9.3K - $10.7K
|
563
$17.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.03K+ 0.98% |
$162K - $187K
|
619K
$18.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.02K - $1.18K
|
38
$1.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8- 0.1% |
$215 - $248
|
8.33K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-21.2K- 63.06% |
$569K - $656K
|
12.4K
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
161K+ 24.03% |
$4.32M - $4.98M
|
830K
$25.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
106New |
$2.85K - $3.28K
|
106
$3.22K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 0.23% |
$53.7 - $62
|
881
$26.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
61New |
$1.64K - $1.89K
|
61
$1.85K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
114New |
$3.06K - $3.53K
|
114
$3.46K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-285- 1.45% |
$7.66K - $8.83K
|
19.3K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 14.62% |
$28.7K - $33.1K
|
8.37K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.16% |
$322 - $372
|
7.62K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-48- 50.0% |
$1.29K - $1.49K
|
48
$1.46K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$53.7 - $62
|
7.71K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$1.88K - $2.17K
|
70
$2.13K
|
|