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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
174New |
$5K - $5.56K
|
174
$5.28K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
169New |
$4.86K - $5.4K
|
169
$5.13K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
162New |
$4.66K - $5.17K
|
162
$4.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
153New |
$4.4K - $4.89K
|
153
$4.65K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
124+ 28.57% |
$3.57K - $3.96K
|
558
$16.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
121+ 5.82% |
$3.48K - $3.86K
|
2.2K
$66.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
114New |
$3.28K - $3.64K
|
114
$3.46K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
108+ 0.34% |
$3.11K - $3.45K
|
31.7K
$963K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
101New |
$2.9K - $3.22K
|
101
$3.07K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
91+ 0.1% |
$2.62K - $2.91K
|
89.9K
$2.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
86+ 0.97% |
$2.47K - $2.75K
|
8.99K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
75+ 0.35% |
$2.16K - $2.39K
|
21.7K
$659K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
75+ 1.03% |
$2.16K - $2.39K
|
7.36K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
74+ 0.6% |
$2.13K - $2.36K
|
12.3K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
71+ 0.73% |
$2.04K - $2.27K
|
9.73K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66+ 1.41% |
$1.9K - $2.11K
|
4.76K
$144K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 0.72% |
$1.58K - $1.76K
|
7.7K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.05% |
$1.44K - $1.6K
|
4.81K
$146K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34New |
$978 - $1.09K
|
34
$1.03K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34+ 0.33% |
$978 - $1.09K
|
10.2K
$310K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
33+ 0.34% |
$949 - $1.05K
|
9.67K
$294K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
32+ 0.18% |
$920 - $1.02K
|
18.1K
$550K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
31+ 0.35% |
$891 - $990
|
8.77K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
30+ 0.33% |
$863 - $958
|
9K
$273K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30New |
$863 - $958
|
30
$911
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
29New |
$834 - $926
|
29
$881
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.27% |
$805 - $894
|
10.2K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
26New |
$748 - $830
|
26
$790
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26New |
$748 - $830
|
26
$790
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
24New |
$690 - $766
|
24
$729
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21+ 0.59% |
$604 - $671
|
3.56K
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19+ 0.28% |
$546 - $607
|
6.76K
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19+ 0.11% |
$546 - $607
|
17.1K
$519K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.3% |
$403 - $447
|
4.73K
$144K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.23% |
$316 - $351
|
4.78K
$145K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.03% |
$230 - $255
|
27.7K
$842K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.03% |
$144 - $160
|
18.2K
$554K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.02% |
$115 - $128
|
17.2K
$522K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.26% |
$115 - $128
|
1.52K
$46K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3+ 0.02% |
$86.3 - $95.8
|
12.6K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3+ 0.39% |
$86.3 - $95.8
|
764
$23.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.17% |
$86.3 - $95.8
|
1.76K
$53.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3+ 0.04% |
$86.3 - $95.8
|
7.68K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.19% |
$28.8 - $31.9
|
514
$15.6K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$28.8 - $31.9
|
6.86K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$28.8 - $31.9
|
1
$30.4
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.4% |
$28.8 - $31.9
|
253
$7.68K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116K+ 111.25% |
$2.76M - $3.32M
|
220K
$6.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.9KNew |
$1.19M - $1.43M
|
49.9K
$1.52M
|
|