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 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.1K+ 107.17% |
$500K - $1.01M
|
33K
$837K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
17.1K+ 100.82% |
$499K - $1.01M
|
34K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.7K+ 112.64% |
$489K - $988K
|
31.6K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5K+ 204.76% |
$482K - $974K
|
24.5K
$622K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.1KNew |
$470K - $949K
|
16.1K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.6K+ 119.96% |
$457K - $924K
|
28.7K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$455K - $920K
|
15.6K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15K+ 108.77% |
$440K - $889K
|
28.9K
$732K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
14.9K+ 128.09% |
$435K - $879K
|
26.5K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.8K+ 101.1% |
$433K - $875K
|
29.4K
$747K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.5K+ 99.71% |
$425K - $859K
|
29.1K
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14.3K+ 100.0% |
$418K - $844K
|
28.6K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.3K+ 50.63% |
$417K - $843K
|
42.4K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.3K+ 95.89% |
$417K - $843K
|
29.1K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
14.2K+ 108.0% |
$415K - $838K
|
27.3K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.9K+ 103.86% |
$406K - $821K
|
27.3K
$691K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.8K+ 118.48% |
$404K - $816K
|
25.5K
$646K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.7K+ 100.0% |
$402K - $812K
|
27.5K
$696K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7K+ 90.13% |
$400K - $807K
|
28.8K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.8KNew |
$375K - $758K
|
12.8K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
12.6K+ 218.6% |
$370K - $747K
|
18.4K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12KNew |
$350K - $707K
|
12K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.8K+ 100.0% |
$346K - $700K
|
23.7K
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11.8K+ 289.11% |
$346K - $699K
|
15.9K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.6K+ 17.81% |
$338K - $683K
|
76.4K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
11.5KNew |
$337K - $681K
|
11.5K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.4K+ 128.35% |
$333K - $672K
|
20.2K
$513K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
11K+ 100.92% |
$322K - $651K
|
21.9K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$314K - $634K
|
10.7K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
10.6K+ 100.06% |
$309K - $624K
|
21.1K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10.4K+ 128.55% |
$303K - $612K
|
18.4K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.3K+ 137.77% |
$302K - $611K
|
17.8K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.3K+ 100.0% |
$301K - $608K
|
20.6K
$521K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9.64K+ 112.87% |
$282K - $570K
|
18.2K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
9.56K+ 99.98% |
$280K - $565K
|
19.1K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.55KNew |
$279K - $565K
|
9.55K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.39KNew |
$275K - $555K
|
9.39K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9.38K+ 100.0% |
$275K - $555K
|
18.8K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
9.37K+ 91.46% |
$274K - $554K
|
19.6K
$497K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.33K+ 131.93% |
$273K - $551K
|
16.4K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.32K+ 97.88% |
$273K - $551K
|
18.8K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.23K+ 98.44% |
$270K - $545K
|
18.6K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.17KNew |
$268K - $542K
|
9.17K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.16K+ 250.12% |
$268K - $541K
|
12.8K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.09K+ 370.73% |
$266K - $538K
|
11.5K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.08K+ 99.99% |
$266K - $537K
|
18.2K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.87KNew |
$260K - $524K
|
8.87K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.76K+ 116.87% |
$256K - $518K
|
16.3K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
8.7KNew |
$255K - $514K
|
8.7K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.7K+ 100.0% |
$255K - $514K
|
17.4K
$441K
|