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 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-29.4K- 1.53% |
$878K - $928K
|
1.89M
$57.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-26.6K- 11.03% |
$795K - $840K
|
215K
$6.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.2K- 67.78% |
$515K - $544K
|
8.2K
$249K
|
|
|
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 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 8.88% |
$342K - $362K
|
118K
$3.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.06K- 0.63% |
$91.3K - $96.4K
|
481K
$14.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.41K- 14.75% |
$71.8K - $75.9K
|
13.9K
$422K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.89K- 4.93% |
$56.4K - $59.6K
|
36.4K
$1.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 12.35% |
$53.8K - $56.9K
|
12.8K
$389K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.59K- 17.82% |
$47.6K - $50.3K
|
7.35K
$223K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.57K- 99.75% |
$46.7K - $49.4K
|
4
$121
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.37K- 0.81% |
$40.9K - $43.2K
|
167K
$5.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 3.87% |
$30.6K - $32.3K
|
25.5K
$773K
|
|
|
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 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-410- 5.07% |
$12.2K - $12.9K
|
7.68K
$233K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
SELL
|
- |
-282- 0.39% |
$8.42K - $8.9K
|
71.5K
$2.17M
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-162- 0.89% |
$4.84K - $5.11K
|
18K
$547K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-150- 1.25% |
$4.48K - $4.73K
|
11.8K
$359K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-141- 0.35% |
$4.21K - $4.45K
|
40.4K
$1.23M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-82- 19.71% |
$2.45K - $2.59K
|
334
$10.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-62- 0.07% |
$1.85K - $1.96K
|
93.5K
$2.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-26- 0.37% |
$776 - $820
|
6.95K
$211K
|
|
| 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
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-261K- 80.96% |
$7.49M - $8.32M
|
61.3K
$1.86M
|
|
|
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 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 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
|
|