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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
34.5KNew |
$824K - $991K
|
34.5K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
32.4KNew |
$772K - $929K
|
32.4K
$983K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
25.8KNew |
$616K - $741K
|
25.8K
$784K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 25.5% |
$354K - $426K
|
73.1K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.4KNew |
$320K - $384K
|
13.4K
$407K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
11.2K+ 12.62% |
$268K - $323K
|
100K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$264K - $317K
|
11.1K
$336K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 14.27% |
$261K - $314K
|
87.6K
$2.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.7KNew |
$254K - $306K
|
10.7K
$324K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.88KNew |
$236K - $283K
|
9.88K
$300K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7KNew |
$167K - $201K
|
7K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.16K+ 2.63% |
$99.2K - $119K
|
162K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.5K+ 6.33% |
$59.6K - $71.7K
|
42K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.46K+ 24.7% |
$58.7K - $70.6K
|
12.4K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.5KNew |
$35.9K - $43.1K
|
1.5K
$45.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.29K+ 44.83% |
$30.8K - $37.1K
|
4.17K
$127K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.27KNew |
$30.2K - $36.4K
|
1.27K
$38.5K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 26.16% |
$27.5K - $33.1K
|
5.56K
$169K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
948+ 0.68% |
$22.6K - $27.2K
|
140K
$4.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
789+ 1.35% |
$18.8K - $22.6K
|
59.4K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
613New |
$14.6K - $17.6K
|
613
$18.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
593+ 2.11% |
$14.1K - $17K
|
28.6K
$870K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
580New |
$13.8K - $16.6K
|
580
$17.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
542New |
$12.9K - $15.5K
|
542
$16.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
473+ 2.82% |
$11.3K - $13.6K
|
17.3K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
422New |
$10.1K - $12.1K
|
422
$12.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
406New |
$9.68K - $11.6K
|
406
$12.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
276New |
$6.58K - $7.92K
|
276
$8.38K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
272New |
$6.49K - $7.8K
|
272
$8.26K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
271New |
$6.46K - $7.77K
|
271
$8.23K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
251New |
$5.99K - $7.2K
|
251
$7.62K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
214New |
$5.1K - $6.14K
|
214
$6.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
166+ 46.37% |
$3.96K - $4.76K
|
524
$15.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
122New |
$2.91K - $3.5K
|
122
$3.71K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
115New |
$2.74K - $3.3K
|
115
$3.49K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
54+ 0.16% |
$1.29K - $1.55K
|
34.8K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40New |
$954 - $1.15K
|
40
$1.21K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
38New |
$906 - $1.09K
|
38
$1.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
38New |
$906 - $1.09K
|
38
$1.15K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32New |
$763 - $918
|
32
$972
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 16.05% |
$310 - $373
|
94
$2.85K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$47.7 - $57.4
|
917
$27.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.37% |
$23.9 - $28.7
|
270
$8.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.47% |
$23.9 - $28.7
|
216
$6.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
161K+ 24.03% |
$4.32M - $4.98M
|
830K
$25.2M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
23.6KNew |
$635K - $732K
|
23.6K
$718K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
14.1KNew |
$379K - $437K
|
14.1K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.1KNew |
$271K - $312K
|
10.1K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.71KNew |
$207K - $239K
|
7.71K
$234K
|
|