Latest Institutional Sells 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 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
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
SELL
 -
-1.31K
- 10.77%
$62.6K - $70.2K
10.9K $297K
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

SELL
 -
-644
- 8.09%
$30.8K - $34.5K
7.32K $200K
Nov 15, 2023 Q3 2023
Studio Investment Management LLC

Chicago, IL
SELL
 -
-488
- 75.89%
$23.3K - $26.1K
155 $4.24K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-101
- 69.66%
$4.82K - $5.41K
44 $1.2K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

SELL
 -
-35
- 2.15%
$1.67K - $1.88K
1.59K $43.5K
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

SELL
 -
-10
- 71.43%
$478 - $536
4 $109
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

SELL
 -
-2
- 0.02%
$95.5 - $107
10.1K $275K
Q2 2023
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-8.27K
- 63.08%
$381K - $417K
4.84K $132K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

SELL
 -
-251
- 5.53%
$11.6K - $12.7K
4.29K $117K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
SELL
 -
-158
- 0.38%
$7.28K - $7.97K
41.2K $1.13M
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

SELL
 -
-13
- 0.3%
$599 - $656
4.35K $119K
Q1 2023
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-7.02K
- 92.43%
$325K - $377K
575 $15.7K
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-3.54K
- 94.82%
$163K - $190K
193 $5.28K
May 15, 2023 Q1 2023
Beck Capital Management, LLC

Austin, TX
SELL
 -
-447
- 7.7%
$20.7K - $24K
5.36K $146K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-83
- 49.4%
$3.84K - $4.45K
85 $2.32K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-26
- 78.79%
$1.2K - $1.39K
7 $191
Q4 2022
Feb 14, 2023 Q4 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-15.3K
- 94.01%
$666K - $766K
975 $26.7K
Jan 11, 2023 Q4 2022
Pacific Wealth Strategies Group, Inc.

SELL
 -
-3.25K
- 8.1%
$142K - $163K
36.9K $1.01M
Feb 13, 2023 Q4 2022
Brown Advisory Inc

SELL
 -
-500
- 8.56%
$21.8K - $25.1K
5.34K $146K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

SELL
 -
-162
- 2.41%
$7.05K - $8.12K
6.57K $180K
Feb 02, 2023 Q4 2022
Mgo Private Wealth, LLC

Irvine, CA
SELL
 -
-78
- 1.52%
$3.4K - $3.91K
5.05K $138K
Q3 2022
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-37.4K
- 73.16%
$1.59M - $1.95M
13.7K $375K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-113
- 15.42%
$4.8K - $5.9K
620 $17K
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
SELL
 -
-72
- 90.0%
$3.06K - $3.76K
8 $219
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-49
- 98.0%
$2.08K - $2.56K
1 $27.3
Q2 2022
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-79.1K
Closed
$3.5M - $4.25M
0 $0
Jul 22, 2022 Q2 2022
Wood Trust Financial Corp

SELL
 -
-9.92K
Closed
$439K - $534K
0 $0
Aug 09, 2022 Q2 2022
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-8.45K
Closed
$374K - $454K
0 $0
Aug 01, 2022 Q2 2022
Jag Capital Management, LLC

SELL
 -
-5.62K
Closed
$249K - $303K
0 $0
Jul 15, 2022 Q2 2022
Harbor Group, Inc.

SELL
 -
-4.16K
Closed
$184K - $224K
0 $0
Aug 22, 2022 Q2 2022
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-3.85K
Closed
$170K - $207K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-1.53K
Closed
$67.7K - $82.2K
0 $0
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-576
Closed
$25.5K - $31K
0 $0
Aug 05, 2022 Q2 2022
Zions Bancorporation, N.A.

SELL
 -
-336
Closed
$14.9K - $18.1K
0 $0
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-310
Closed
$13.7K - $16.7K
0 $0
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-179
Closed
$7.93K - $9.63K
0 $0
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-106
Closed
$4.69K - $5.7K
0 $0
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-73
Closed
$3.23K - $3.93K
0 $0
Jul 21, 2022 Q2 2022
First Command Financial Services, Inc.

SELL
 -
-73
- 49.66%
$3.23K - $3.93K
74 $2.02K
Jul 21, 2022 Q2 2022
First Command Bank

SELL
 -
-73
- 49.66%
$3.23K - $3.93K
74 $2.02K
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-57
Closed
$2.52K - $3.07K
0 $0
Jul 29, 2022 Q2 2022
West Hill Financial Advisors, Inc.

SELL
 -
-27
- 23.89%
$1.2K - $1.45K
86 $2.35K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-16
- 0.04%
$708 - $861
38.9K $1.06M
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-12
Closed
$531 - $646
0 $0
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

SELL
 -
-3
- 7.14%
$133 - $161
39 $1.07K
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-1
Closed
$44.3 - $53.8
0 $0
Q1 2022
May 11, 2022 Q1 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-84.3K
Closed
$4.26M - $4.76M
0 $0
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

SELL
 -
-7.66K
Closed
$387K - $433K
0 $0
Apr 18, 2022 Q1 2022
Teamwork Financial Advisors, LLC

SELL
 -
-4.82K
Closed
$244K - $272K
0 $0

Track Institutional and Insider Activities on FNDA

Follow SCHWAB FUNDAMENTAL U S SMALL C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FNDA shares.

Notify only if

Insider Trading

Get notified when an Schwab Fundamental U S Small C insider buys or sells FNDA shares.

Notify only if

News

Receive news related to SCHWAB FUNDAMENTAL U S SMALL C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FNDA