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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
26.5K+ 8.02% |
$790K - $835K
|
356K
$10.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
19.7K+ 18.07% |
$589K - $622K
|
129K
$3.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
18.7K+ 4.87% |
$559K - $591K
|
403K
$12.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.2KNew |
$424K - $448K
|
14.2K
$432K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.7KNew |
$349K - $369K
|
11.7K
$355K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.86K+ 14.74% |
$294K - $311K
|
76.8K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
6.8KNew |
$203K - $215K
|
6.8K
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.04K+ 1.74% |
$150K - $159K
|
295K
$8.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
739+ 5.55% |
$22.1K - $23.3K
|
14.1K
$427K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
599+ 3.44% |
$17.9K - $18.9K
|
18K
$547K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
465+ 2.9% |
$13.9K - $14.7K
|
16.5K
$502K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
220+ 25.58% |
$6.57K - $6.94K
|
1.08K
$32.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
93+ 0.25% |
$2.78K - $2.93K
|
36.9K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
88+ 1.33% |
$2.63K - $2.78K
|
6.73K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
36+ 0.33% |
$1.07K - $1.14K
|
10.8K
$329K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 0.15% |
$1.04K - $1.1K
|
23.5K
$713K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 1.05% |
$29.9 - $31.6
|
96
$2.92K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.57MNew |
$45M - $50M
|
1.57M
$47.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
486KNew |
$14M - $15.5M
|
486K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
183K+ 88.36% |
$5.26M - $5.84M
|
390K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
102K+ 50.64% |
$2.94M - $3.26M
|
304K
$9.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
92.8K+ 3.45% |
$2.67M - $2.96M
|
2.78M
$84.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
75.4K+ 4.29% |
$2.17M - $2.41M
|
1.83M
$55.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.6K+ 62.19% |
$2M - $2.22M
|
181K
$5.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.2K+ 8.67% |
$1.96M - $2.18M
|
854K
$25.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
67.8K+ 731.08% |
$1.95M - $2.16M
|
77K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
63.4K+ 3.42% |
$1.82M - $2.02M
|
1.92M
$58.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
62.6KNew |
$1.8M - $2M
|
62.6K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
60.8KNew |
$1.75M - $1.94M
|
60.8K
$1.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
38.7K+ 9.3% |
$1.11M - $1.24M
|
455K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.3K+ 136.57% |
$841K - $934K
|
50.7K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
29.1K+ 6.88% |
$838K - $930K
|
453K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
28.8KNew |
$829K - $921K
|
28.8K
$876K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.9KNew |
$802K - $890K
|
27.9K
$847K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
24.5KNew |
$705K - $783K
|
24.5K
$745K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23K+ 7.72% |
$661K - $734K
|
321K
$9.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.5K+ 37.71% |
$646K - $717K
|
82K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.1KNew |
$635K - $706K
|
22.1K
$671K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19.5K+ 2.17% |
$561K - $623K
|
917K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1K+ 30.48% |
$550K - $611K
|
81.9K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.1K+ 3.87% |
$520K - $577K
|
485K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
16.7K+ 9.77% |
$480K - $533K
|
188K
$5.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.4KNew |
$472K - $525K
|
16.4K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
16KNew |
$461K - $512K
|
16K
$487K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.9K+ 5.59% |
$428K - $475K
|
281K
$8.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14.8K+ 133.64% |
$424K - $471K
|
25.8K
$784K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
14.6K+ 1.7% |
$421K - $467K
|
873K
$26.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.1K+ 17.79% |
$404K - $449K
|
93.1K
$2.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.7K+ 1.23% |
$392K - $436K
|
1.12M
$34M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 4.08% |
$353K - $393K
|
314K
$9.53M
|
|