Latest Institutional Purchases of Schwab Fundamental U S Small C (FNDA)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Small C (FNDA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.11M+ 1.13% |
$60.1M - $66.5M
|
98.8M
$2.96B
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
530KNew |
$28.8M - $31.8M
|
530K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
434K+ 89.27% |
$23.6M - $26.1M
|
921K
$27.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
186KNew |
$10.1M - $11.2M
|
186K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
175K+ 65.64% |
$9.51M - $10.5M
|
442K
$13.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
59.4K+ 21.15% |
$3.22M - $3.56M
|
340K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
49.4K+ 7.77% |
$2.68M - $2.96M
|
685K
$20.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.4K+ 13.9% |
$2.57M - $2.85M
|
388K
$11.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
32K+ 119.1% |
$1.74M - $1.92M
|
58.9K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.2KNew |
$1.69M - $1.87M
|
31.2K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
29.3K+ 2.34% |
$1.59M - $1.76M
|
1.28M
$38.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29KNew |
$1.57M - $1.74M
|
29K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.5K+ 78.11% |
$1.54M - $1.71M
|
64.9K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
28.3K+ 130.8% |
$1.53M - $1.7M
|
49.9K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
26.5K+ 2.72% |
$1.44M - $1.59M
|
1M
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23KNew |
$1.25M - $1.38M
|
23K
$689K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.9K+ 56.76% |
$1.24M - $1.37M
|
63.2K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.1K+ 38.52% |
$1.2M - $1.33M
|
79.5K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
20.5K+ 3.25% |
$1.11M - $1.23M
|
654K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.7K+ 5.75% |
$1.07M - $1.18M
|
362K
$10.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.8KNew |
$1.02M - $1.13M
|
18.8K
$565K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 84.32% |
$1.02M - $1.12M
|
41K
$1.23M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
14.4KNew |
$781K - $864K
|
14.4K
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
13.3K+ 45.31% |
$724K - $800K
|
42.8K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5K+ 3.51% |
$676K - $747K
|
368K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 70.13% |
$674K - $746K
|
30.1K
$903K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.3K+ 94.02% |
$667K - $738K
|
25.4K
$760K
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
12K+ 3.92% |
$650K - $719K
|
318K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.8KNew |
$642K - $711K
|
11.8K
$355K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
11.5KNew |
$626K - $693K
|
11.5K
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11.1K+ 13.34% |
$602K - $666K
|
94.3K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11K+ 52.68% |
$596K - $659K
|
31.9K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.2KNew |
$553K - $612K
|
10.2K
$306K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.1K+ 5.84% |
$546K - $604K
|
183K
$5.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.81K+ 2.35% |
$532K - $589K
|
427K
$12.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
9.75K+ 4.72% |
$529K - $585K
|
216K
$6.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.48KNew |
$514K - $569K
|
9.48K
$284K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9.38KNew |
$509K - $563K
|
9.38K
$281K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
9.37KNew |
$508K - $562K
|
9.37K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.14K+ 37.93% |
$496K - $549K
|
33.3K
$997K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.42KNew |
$457K - $506K
|
8.42K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.25K+ 3.02% |
$448K - $495K
|
282K
$8.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.22K+ 4.64% |
$446K - $493K
|
186K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.16K+ 203.37% |
$442K - $489K
|
12.2K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
7.72K+ 12.29% |
$419K - $463K
|
70.6K
$2.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.61K+ 4.4% |
$413K - $457K
|
180K
$5.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.36K+ 81.18% |
$399K - $442K
|
16.4K
$492K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.48KNew |
$352K - $389K
|
6.48K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.25KNew |
$339K - $375K
|
6.25K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.82K+ 4.43% |
$316K - $349K
|
137K
$4.11M
|