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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20.1K- 32.79% |
$577K - $641K
|
41.1K
$1.25M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.66K- 46.38% |
$134K - $149K
|
5.39K
$164K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.28K- 7.37% |
$123K - $137K
|
53.8K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.26K- 23.65% |
$122K - $136K
|
13.7K
$417K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-4.06K- 14.7% |
$117K - $129K
|
23.5K
$714K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.99K- 4.01% |
$115K - $128K
|
95.5K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.98K- 17.45% |
$114K - $127K
|
18.8K
$572K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.89K- 1.88% |
$112K - $124K
|
204K
$6.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-3.76K- 2.81% |
$108K - $120K
|
130K
$3.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.42K- 19.34% |
$98.3K - $109K
|
14.3K
$433K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.35K- 17.07% |
$96.3K - $107K
|
16.3K
$494K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.35K- 6.14% |
$96.2K - $107K
|
51.1K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-3.19K- 16.58% |
$91.6K - $102K
|
16K
$487K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.15K- 9.66% |
$90.6K - $101K
|
29.5K
$894K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.98K- 7.75% |
$85.7K - $95.2K
|
35.5K
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.79K- 62.39% |
$80.3K - $89.2K
|
1.68K
$51.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-2.72K- 2.67% |
$78.1K - $86.7K
|
99K
$3.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.58K- 9.8% |
$74.1K - $82.3K
|
23.7K
$720K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.53K- 19.8% |
$72.8K - $80.8K
|
10.3K
$311K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.51K- 15.84% |
$72.2K - $80.2K
|
13.3K
$405K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 1.54% |
$67.1K - $74.5K
|
149K
$4.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.15K- 15.1% |
$61.9K - $68.7K
|
12.1K
$368K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.13K- 84.74% |
$61.3K - $68.1K
|
384
$11.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 4.62% |
$60.2K - $66.9K
|
43.3K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.06K- 0.7% |
$59.3K - $65.9K
|
291K
$8.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-2.03K- 17.15% |
$58.2K - $64.7K
|
9.79K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.95K- 17.82% |
$56.1K - $62.4K
|
9.01K
$273K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.68K- 4.79% |
$48.2K - $53.5K
|
33.3K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.5K- 10.97% |
$43.1K - $47.9K
|
12.2K
$370K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.49K- 12.08% |
$42.7K - $47.4K
|
10.8K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.31K- 2.96% |
$37.5K - $41.7K
|
42.8K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.15K- 6.79% |
$33K - $36.7K
|
15.8K
$479K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-966- 56.89% |
$27.8K - $30.8K
|
732
$22.2K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-834- 8.73% |
$24K - $26.6K
|
8.72K
$265K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-818- 42.52% |
$23.5K - $26.1K
|
1.11K
$33.6K
|
|