Latest Institutional Purchases of Schwab Fundamental U S Small C (FNDA)

FNDA Quotes by TradingView

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
Feb 14, 2025 Q4 2024
Wealth Collab, LLC

Bellevue, WA
BUY
 -
219
+ 100.0%
$6.41K - $12.9K
438 $13.3K
Feb 05, 2025 Q4 2024
Glassman Wealth Services

BUY
 -
205
+ 100.0%
$6K - $12.1K
410 $12.5K
Jan 31, 2025 Q4 2024
Bfsg, LLC

BUY
 -
183
+ 100.0%
$5.35K - $10.8K
366 $11.1K
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
114
New
$3.34K - $6.74K
114 $3.46K
Feb 07, 2025 Q4 2024
Hollencrest Capital Management

BUY
 -
111
+ 100.0%
$3.25K - $6.56K
222 $6.74K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
96
+ 100.0%
$2.81K - $5.67K
192 $5.83K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
95
+ 100.0%
$2.78K - $5.62K
190 $5.77K
Feb 04, 2025 Q4 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
92
+ 100.0%
$2.69K - $5.44K
184 $5.59K
Feb 12, 2025 Q4 2024
Delta Asset Management LLC

Memphis, TN
BUY
 -
81
+ 100.0%
$2.37K - $4.79K
162 $4.92K
Feb 13, 2025 Q4 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
79
+ 100.0%
$2.31K - $4.67K
158 $4.8K
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
55
New
$1.61K - $3.25K
55 $1.67K
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
53
+ 98.15%
$1.55K - $3.13K
107 $3.25K
Feb 12, 2025 Q4 2024
Nbz Investment Advisors LLC

Knoxville, TN
BUY
 -
48
New
$1.4K - $2.84K
48 $1.46K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
48
+ 100.0%
$1.4K - $2.84K
96 $2.92K
Feb 13, 2025 Q4 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
46
New
$1.35K - $2.72K
46 $1.4K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
40
+ 100.0%
$1.17K - $2.36K
80 $2.43K
Feb 13, 2025 Q4 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
40
+ 100.0%
$1.17K - $2.36K
80 $2.43K
Feb 07, 2025 Q4 2024
Investors Research Corp

BUY
 -
40
+ 100.0%
$1.17K - $2.36K
80 $2.43K
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
38
New
$1.11K - $2.25K
38 $1.15K
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
26
New
$761 - $1.54K
26 $790
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
23
+ 104.55%
$673 - $1.36K
45 $1.37K
Jan 29, 2025 Q4 2024
Armor Investment Advisors, LLC

BUY
 -
22
New
$644 - $1.3K
22 $668
Feb 12, 2025 Q4 2024
Hurley Capital, LLC

New York, NY
BUY
 -
20
New
$585 - $1.18K
20 $607
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
16
+ 100.0%
$468 - $946
32 $972
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
14
+ 100.0%
$410 - $828
28 $850
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
10
New
$293 - $591
10 $304
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
1
+ 100.0%
$29.3 - $59.1
2 $60.7
Q3 2024
Oct 24, 2024 Q3 2024
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
4.49K
New
$244K - $270K
4.49K $136K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
2.82K
New
$153K - $169K
2.82K $85.5K
Nov 13, 2024 Q3 2024
Rice Partnership, LLC

BUY
 -
1.03K
New
$55.9K - $61.9K
1.03K $31.3K
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
751
New
$40.7K - $45.1K
751 $22.8K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
617
New
$33.5K - $37K
617 $18.7K
Dec 02, 2024 Q3 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
521
+ 10.62%
$28.3K - $31.3K
5.43K $165K
Nov 08, 2024 Q3 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
276
New
$15K - $16.6K
276 $8.38K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
216
+ 2.97%
$11.7K - $13K
7.49K $228K
Oct 31, 2024 Q3 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
209
+ 1.57%
$11.3K - $12.5K
13.5K $410K
Nov 14, 2024 Q3 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
194
+ 100.0%
$10.5K - $11.6K
388 $11.8K
Oct 25, 2024 Q3 2024
Valmark Advisers, Inc.

BUY
 -
115
+ 1.87%
$6.24K - $6.9K
6.26K $190K
Feb 03, 2025 Q3 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
113
+ 869.23%
$6.13K - $6.78K
126 $3.83K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
86
+ 0.23%
$4.67K - $5.16K
38.2K $1.16M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
52
New
$2.82K - $3.12K
52 $1.58K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
21
+ 0.3%
$1.14K - $1.26K
6.97K $212K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
18
New
$977 - $1.08K
18 $547
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
14
New
$760 - $840
14 $425
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
8.4K
+ 105037.5%
$444K - $481K
8.41K $255K
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
8.1K
New
$428K - $463K
8.1K $246K
Aug 02, 2024 Q2 2024
Veriti Management LLC

BUY
 -
6.41K
New
$339K - $367K
6.41K $195K
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
1.78K
New
$93.9K - $102K
1.78K $54K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
471
New
$24.9K - $26.9K
471 $14.3K

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