Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-16.7K- 1.36% |
$500K - $528K
|
1.22M
$37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.6K- 6.65% |
$376K - $398K
|
177K
$5.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-836- 11.2% |
$25K - $26.4K
|
6.63K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-605- 7.59% |
$18.1K - $19.1K
|
7.37K
$224K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-150- 1.25% |
$4.48K - $4.73K
|
11.8K
$359K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-82- 19.71% |
$2.45K - $2.59K
|
334
$10.1K
|
|
| Q3 2025 | |||||||
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-563K- 0.31% |
$16.2M - $18M
|
180M
$5.47B
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-373K- 46.6% |
$10.7M - $11.9M
|
427K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-316K- 36.37% |
$9.1M - $10.1M
|
553K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-145K- 57.68% |
$4.18M - $4.64M
|
107K
$3.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-145K- 12.26% |
$4.16M - $4.62M
|
1.03M
$31.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-131K- 11.15% |
$3.76M - $4.17M
|
1.04M
$31.6M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-119K- 99.54% |
$3.42M - $3.8M
|
547
$16.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-113K- 89.35% |
$3.26M - $3.62M
|
13.5K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-97.2K- 6.71% |
$2.79M - $3.1M
|
1.35M
$41.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-76.3K- 53.21% |
$2.19M - $2.44M
|
67.1K
$2.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-74.4K- 3.65% |
$2.14M - $2.38M
|
1.97M
$59.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.8K- 11.41% |
$1.52M - $1.69M
|
410K
$12.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-50.8K- 18.41% |
$1.46M - $1.62M
|
225K
$6.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
SELL
|
- |
-50.8K- 4.94% |
$1.46M - $1.62M
|
977K
$29.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-50.2K- 41.26% |
$1.44M - $1.6M
|
71.4K
$2.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-46.8K- 24.81% |
$1.35M - $1.49M
|
142K
$4.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.2K- 32.05% |
$1.07M - $1.19M
|
78.9K
$2.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-34.3K- 5.57% |
$985K - $1.09M
|
581K
$17.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.5K- 4.06% |
$907K - $1.01M
|
746K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29.8K- 14.27% |
$857K - $952K
|
179K
$5.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.7K- 3.97% |
$855K - $950K
|
719K
$21.8M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29.5K- 4.42% |
$847K - $941K
|
638K
$19.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 50.44% |
$819K - $909K
|
28K
$850K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27.6K- 52.0% |
$792K - $880K
|
25.4K
$773K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.7K- 29.1% |
$769K - $854K
|
65.2K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.3K- 60.36% |
$611K - $679K
|
14K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.4K- 11.67% |
$586K - $651K
|
154K
$4.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20.1K- 32.79% |
$577K - $641K
|
41.1K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14.2K- 7.77% |
$408K - $453K
|
169K
$5.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-11.4K- 5.44% |
$326K - $362K
|
197K
$5.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.2K- 55.41% |
$323K - $358K
|
9.04K
$274K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-10K- 25.0% |
$288K - $320K
|
30K
$912K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.31K- 17.0% |
$268K - $297K
|
45.5K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.26K- 0.71% |
$266K - $296K
|
1.29M
$39.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.19K- 5.09% |
$264K - $293K
|
171K
$5.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.16K- 28.58% |
$263K - $292K
|
22.9K
$695K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.09K- 19.52% |
$233K - $258K
|
33.4K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.05K- 50.73% |
$231K - $257K
|
7.82K
$237K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-7.78K- 5.27% |
$224K - $248K
|
140K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.15K- 9.43% |
$206K - $228K
|
68.7K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.64K- 7.73% |
$191K - $212K
|
79.3K
$2.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-5.59K- 44.4% |
$161K - $178K
|
7K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.42K- 1.85% |
$156K - $173K
|
288K
$8.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.32K- 8.42% |
$153K - $170K
|
57.9K
$1.76M
|
|