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, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.59K+ 16.15% |
$103K - $114K
|
25.8K
$783K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.53K+ 10.66% |
$101K - $113K
|
36.6K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3K+ 44.67% |
$86.3K - $95.8K
|
9.72K
$295K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.73K+ 1.8% |
$78.5K - $87.2K
|
155K
$4.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.63K+ 6.46% |
$75.5K - $83.8K
|
43.2K
$1.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.6K+ 22.67% |
$74.8K - $83K
|
14.1K
$427K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.56KNew |
$73.6K - $81.7K
|
2.56K
$77.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.53K+ 43.81% |
$72.8K - $80.8K
|
8.31K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.46K+ 30.25% |
$70.8K - $78.7K
|
10.6K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.44K+ 5.59% |
$70.2K - $77.9K
|
46.1K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.35K+ 13.23% |
$67.4K - $74.9K
|
20.1K
$610K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.21K+ 27.22% |
$63.6K - $70.6K
|
10.3K
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.15K+ 5.26% |
$61.9K - $68.8K
|
43.1K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.07K+ 0.62% |
$59.6K - $66.2K
|
339K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.03K+ 10.66% |
$58.4K - $64.9K
|
21.1K
$641K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.89K+ 2.83% |
$54.4K - $60.4K
|
68.8K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.81KNew |
$51.9K - $57.7K
|
1.81K
$54.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.79K+ 3.37% |
$51.4K - $57.1K
|
54.9K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.78K+ 14.08% |
$51.2K - $56.9K
|
14.4K
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.77K+ 6.12% |
$50.9K - $56.5K
|
30.7K
$933K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 6.64% |
$48.9K - $54.3K
|
27.3K
$830K
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
BUY
|
- |
1.59K+ 3.94% |
$45.7K - $50.7K
|
41.9K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.44KNew |
$41.4K - $46K
|
1.44K
$43.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.32K+ 23.38% |
$37.9K - $42.1K
|
6.96K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.24KNew |
$35.6K - $39.5K
|
1.24K
$37.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.21KNew |
$34.8K - $38.7K
|
1.21K
$36.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.17K+ 1.69% |
$33.6K - $37.3K
|
70.2K
$2.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.16K+ 1.03% |
$33.4K - $37.1K
|
115K
$3.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
952+ 2.78% |
$27.4K - $30.4K
|
35.2K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
906New |
$26K - $28.9K
|
906
$27.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
896+ 3.94% |
$25.8K - $28.6K
|
23.6K
$717K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
871+ 13.59% |
$25K - $27.8K
|
7.28K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
836+ 5.63% |
$24K - $26.7K
|
15.7K
$477K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
791+ 5.33% |
$22.7K - $25.3K
|
15.6K
$474K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
724+ 4.8% |
$20.8K - $23.1K
|
15.8K
$480K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
713+ 1.52% |
$20.5K - $22.8K
|
47.7K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
694+ 0.34% |
$20K - $22.2K
|
204K
$6.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
686New |
$19.7K - $21.9K
|
686
$20.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
643+ 4.81% |
$18.5K - $20.5K
|
14K
$425K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
530+ 4.75% |
$15.2K - $16.9K
|
11.7K
$355K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
450+ 5.4% |
$12.9K - $14.4K
|
8.78K
$267K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
403+ 7.61% |
$11.6K - $12.9K
|
5.7K
$173K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
287+ 0.37% |
$8.25K - $9.16K
|
78.5K
$2.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
236+ 342.03% |
$6.79K - $7.54K
|
305
$9.26K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
231+ 4.01% |
$6.64K - $7.38K
|
6K
$182K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
215New |
$6.18K - $6.86K
|
215
$6.53K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
212New |
$6.1K - $6.77K
|
212
$6.44K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
200New |
$5.75K - $6.39K
|
200
$6.07K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
184+ 18.93% |
$5.29K - $5.88K
|
1.16K
$35.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
175+ 14.2% |
$5.03K - $5.59K
|
1.41K
$42.7K
|
|