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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.49KNew |
$66.9K - $77.2K
|
2.49K
$75.6K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.28K+ 94.53% |
$61.3K - $70.7K
|
4.69K
$142K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.01KNew |
$54.1K - $62.4K
|
2.01K
$61.2K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.98K+ 22.63% |
$53.1K - $61.2K
|
10.7K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.32KNew |
$35.4K - $40.8K
|
1.32K
$40K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.21KNew |
$32.5K - $37.5K
|
1.21K
$36.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 14.62% |
$28.7K - $33.1K
|
8.37K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
598New |
$16.1K - $18.5K
|
598
$18.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
594+ 6.88% |
$16K - $18.4K
|
9.23K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
346+ 159.45% |
$9.3K - $10.7K
|
563
$17.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
307+ 109.64% |
$8.25K - $9.51K
|
587
$17.8K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
270+ 22.92% |
$7.25K - $8.37K
|
1.45K
$44K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
260New |
$6.99K - $8.06K
|
260
$7.9K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
152New |
$4.08K - $4.71K
|
152
$4.62K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
148New |
$3.98K - $4.59K
|
148
$4.49K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
114New |
$3.06K - $3.53K
|
114
$3.46K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
106New |
$2.85K - $3.28K
|
106
$3.22K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$1.88K - $2.17K
|
70
$2.13K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
61New |
$1.64K - $1.89K
|
61
$1.85K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
57+ 0.59% |
$1.53K - $1.77K
|
9.75K
$296K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42New |
$1.13K - $1.3K
|
42
$1.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.02K - $1.18K
|
38
$1.15K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
16+ 0.2% |
$430 - $496
|
8.21K
$249K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14New |
$376 - $434
|
14
$425
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.16% |
$322 - $372
|
7.62K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 18.18% |
$269 - $310
|
65
$1.97K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 0.23% |
$53.7 - $62
|
881
$26.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$53.7 - $62
|
7.71K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
105KNew |
$3.08M - $6.21M
|
105K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
92.7K+ 101.79% |
$2.71M - $5.48M
|
184K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
61.1K+ 100.0% |
$1.79M - $3.61M
|
122K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$650K - $1.31M
|
22.2K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
19.3K+ 95.39% |
$564K - $1.14M
|
39.5K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.8K+ 100.0% |
$551K - $1.11M
|
37.7K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
17.5KNew |
$512K - $1.03M
|
17.5K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.1K+ 107.17% |
$500K - $1.01M
|
33K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5K+ 204.76% |
$482K - $974K
|
24.5K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$455K - $920K
|
15.6K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.7K+ 100.0% |
$402K - $812K
|
27.5K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.8KNew |
$375K - $758K
|
12.8K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9.38K+ 100.0% |
$275K - $555K
|
18.8K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.23K+ 98.44% |
$270K - $545K
|
18.6K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.08K+ 99.99% |
$266K - $537K
|
18.2K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.87KNew |
$260K - $524K
|
8.87K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.01KNew |
$205K - $414K
|
7.01K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
6.99K+ 100.0% |
$205K - $413K
|
14K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6.3K+ 100.0% |
$184K - $372K
|
12.6K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.04K+ 99.59% |
$177K - $357K
|
12.1K
$368K
|
|