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 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.73K+ 72.97% |
$138K - $279K
|
11.2K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.63K+ 88.19% |
$136K - $274K
|
9.88K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.56K+ 77.77% |
$133K - $270K
|
10.4K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.51K+ 131.46% |
$132K - $266K
|
7.93K
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.49K+ 100.0% |
$131K - $265K
|
8.98K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.21K+ 70.36% |
$123K - $249K
|
10.2K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.06K+ 100.0% |
$119K - $240K
|
8.12K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.04K+ 100.0% |
$118K - $239K
|
8.08K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.89K+ 98.4% |
$114K - $230K
|
7.84K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.85K+ 99.69% |
$113K - $227K
|
7.71K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.85K+ 208.06% |
$113K - $227K
|
5.69K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.78K+ 99.97% |
$111K - $223K
|
7.56K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.68K+ 97.31% |
$108K - $218K
|
7.47K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.67K+ 100.0% |
$107K - $217K
|
7.34K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.63K+ 63.75% |
$106K - $214K
|
9.32K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.58K+ 100.0% |
$105K - $212K
|
7.16K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.58K+ 100.0% |
$105K - $211K
|
7.15K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.55K+ 110.8% |
$104K - $210K
|
6.75K
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.55K+ 45.86% |
$104K - $210K
|
11.3K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.52K+ 100.0% |
$103K - $208K
|
7.05K
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.51K+ 100.66% |
$103K - $208K
|
7K
$178K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.5K+ 100.0% |
$102K - $207K
|
7K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 67.13% |
$99.9K - $202K
|
8.5K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.23K+ 76.45% |
$94.5K - $191K
|
7.46K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.99K+ 99.87% |
$87.5K - $177K
|
5.98K
$152K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.98K+ 138.91% |
$87.2K - $176K
|
5.13K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.97KNew |
$86.9K - $176K
|
2.97K
$75.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 41.74% |
$84.2K - $170K
|
9.77K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8K+ 69.34% |
$81.8K - $165K
|
6.83K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.76KNew |
$80.6K - $163K
|
2.76K
$69.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.76K+ 100.0% |
$80.6K - $163K
|
5.51K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.7KNew |
$78.9K - $159K
|
2.7K
$68.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.44KNew |
$71.3K - $144K
|
2.44K
$61.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$70.6K - $143K
|
2.41K
$61.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 37.33% |
$69.8K - $141K
|
8.77K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.37K+ 100.0% |
$69.3K - $140K
|
4.74K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.36K+ 101.07% |
$69.1K - $139K
|
4.7K
$119K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.32K+ 100.0% |
$67.9K - $137K
|
4.64K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.31K+ 48.86% |
$67.5K - $136K
|
7.03K
$178K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.3KNew |
$67.2K - $136K
|
2.3K
$58.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.29K+ 69.85% |
$66.9K - $135K
|
5.56K
$141K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.23K+ 10.64% |
$65.1K - $132K
|
23.1K
$587K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 178.51% |
$64.4K - $130K
|
3.43K
$87.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.05KNew |
$60.1K - $121K
|
2.05K
$52.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2K+ 82.15% |
$58.4K - $118K
|
4.43K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.99K+ 100.0% |
$58.1K - $117K
|
3.97K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.95KNew |
$57.2K - $116K
|
1.95K
$49.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.89K+ 100.0% |
$55.3K - $112K
|
3.78K
$95.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.83KNew |
$53.5K - $108K
|
1.83K
$46.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.78KNew |
$52K - $105K
|
1.78K
$45.1K
|