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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.5K+ 130.02% |
$1.54M - $3.1M
|
92.9K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
52.4K+ 122.6% |
$1.53M - $3.1M
|
95.2K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.9K+ 100.0% |
$1.37M - $2.77M
|
93.8K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
45.3K+ 79.24% |
$1.32M - $2.68M
|
102K
$2.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
45.1K+ 99.03% |
$1.32M - $2.67M
|
90.7K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.3K+ 96.29% |
$1.29M - $2.62M
|
90.2K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
43.8K+ 95.26% |
$1.28M - $2.59M
|
89.8K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
42.5K+ 99.08% |
$1.24M - $2.51M
|
85.4K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41K+ 123.37% |
$1.2M - $2.42M
|
74.2K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40.9K+ 93.18% |
$1.2M - $2.42M
|
84.7K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.1K+ 329.83% |
$1.17M - $2.37M
|
52.3K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
38.4K+ 98.7% |
$1.12M - $2.27M
|
77.2K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35.8K+ 967.48% |
$1.05M - $2.11M
|
39.5K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
35.5K+ 97.86% |
$1.04M - $2.1M
|
71.8K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1K+ 108.23% |
$1.03M - $2.07M
|
67.5K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
34.9K+ 68.97% |
$1.02M - $2.06M
|
85.4K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.2K+ 170.92% |
$1M - $2.02M
|
54.3K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.1KNew |
$998K - $2.02M
|
34.1K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
33.8K+ 101.93% |
$990K - $2M
|
67K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.5K+ 97.76% |
$951K - $1.92M
|
65.8K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
31.5K+ 119.75% |
$921K - $1.86M
|
57.8K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 96.5% |
$911K - $1.84M
|
63.4K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
30.8K+ 104.42% |
$901K - $1.82M
|
60.3K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
29.8K+ 120.64% |
$872K - $1.76M
|
54.5K
$1.38M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.1KNew |
$823K - $1.66M
|
28.1K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.8K+ 99.14% |
$814K - $1.64M
|
55.9K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
26.9K+ 406.72% |
$788K - $1.59M
|
33.6K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26.7K+ 79.25% |
$782K - $1.58M
|
60.4K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.1K+ 81.96% |
$764K - $1.54M
|
58K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$650K - $1.31M
|
22.2K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 62.23% |
$649K - $1.31M
|
57.8K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.1K+ 230.37% |
$646K - $1.31M
|
31.7K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.2K+ 78.71% |
$621K - $1.26M
|
48.2K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
20.7K+ 89.38% |
$606K - $1.22M
|
43.9K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.4K+ 11.01% |
$598K - $1.21M
|
206K
$5.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
19.6K+ 99.48% |
$574K - $1.16M
|
39.4K
$998K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
19.6K+ 102.85% |
$573K - $1.16M
|
38.6K
$979K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.5K+ 101.56% |
$570K - $1.15M
|
38.7K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
19.3K+ 95.39% |
$564K - $1.14M
|
39.5K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
19.2KNew |
$562K - $1.14M
|
19.2K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19K+ 9.98% |
$555K - $1.12M
|
209K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
18.9KNew |
$553K - $1.12M
|
18.9K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.8K+ 100.0% |
$551K - $1.11M
|
37.7K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.6K+ 91.71% |
$544K - $1.1M
|
38.9K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18.4K+ 97.75% |
$540K - $1.09M
|
37.3K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.4KNew |
$538K - $1.09M
|
18.4K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18KNew |
$527K - $1.06M
|
18K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
18K+ 97.28% |
$526K - $1.06M
|
36.5K
$924K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
17.5KNew |
$512K - $1.03M
|
17.5K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
17.3KNew |
$505K - $1.02M
|
17.3K
$438K
|