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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-16- 0.29% |
$868 - $960
|
5.49K
$160K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-13- 0.04% |
$705 - $780
|
35.3K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-12- 0.03% |
$651 - $720
|
38.9K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 0.25% |
$543 - $600
|
3.95K
$115K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-10- 0.26% |
$543 - $600
|
3.86K
$113K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9- 1.06% |
$488 - $540
|
841
$24.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-4- 0.75% |
$217 - $240
|
532
$15.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3- 0.05% |
$163 - $180
|
6.07K
$177K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.1% |
$109 - $120
|
2.06K
$60K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5.83K- 1.71% |
$308K - $333K
|
335K
$9.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.5K- 42.86% |
$238K - $257K
|
6K
$175K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.9K- 41.59% |
$206K - $223K
|
5.48K
$160K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.57K- 8.85% |
$82.9K - $89.8K
|
16.2K
$471K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.26K- 3.72% |
$66.4K - $71.9K
|
32.5K
$948K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.08K- 53.2% |
$57K - $61.8K
|
950
$27.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-712- 11.38% |
$37.6K - $40.7K
|
5.55K
$162K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-702- 92.86% |
$37.1K - $40.2K
|
54
$1.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-479- 45.58% |
$25.3K - $27.4K
|
572
$16.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 76.92% |
$21.1K - $22.9K
|
120
$3.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-387- 64.18% |
$20.4K - $22.1K
|
216
$6.3K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-367- 49.86% |
$19.4K - $21K
|
369
$10.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-225- 0.52% |
$11.9K - $12.9K
|
42.9K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-141- 18.19% |
$7.45K - $8.07K
|
634
$18.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-121- 71.6% |
$6.39K - $6.92K
|
48
$1.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-97- 10.08% |
$5.12K - $5.55K
|
865
$25.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-94- 6.14% |
$4.97K - $5.38K
|
1.44K
$41.9K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.06K- 22.71% |
$108K - $117K
|
6.99K
$204K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-529- 21.88% |
$27.7K - $30.2K
|
1.89K
$55.1K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-316- 88.76% |
$16.5K - $18K
|
40
$1.17K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-146- 3.82% |
$7.64K - $8.33K
|
3.68K
$107K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-106- 62.72% |
$5.55K - $6.05K
|
63
$1.84K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-44- 32.35% |
$2.3K - $2.51K
|
92
$2.68K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-37- 46.84% |
$1.94K - $2.11K
|
42
$1.22K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.7K- 8.53% |
$256K - $320K
|
61.1K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.21K- 57.5% |
$54.3K - $67.7K
|
892
$26K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-785- 96.67% |
$35.3K - $44K
|
27
$787
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-678- 0.62% |
$30.5K - $38K
|
109K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-282- 6.4% |
$12.7K - $15.8K
|
4.12K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-277- 22.48% |
$12.5K - $15.5K
|
955
$27.8K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-54- 0.42% |
$2.43K - $3.03K
|
12.8K
$374K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 4.44% |
$90 - $112
|
43
$1.25K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.15K- 36.6% |
$198K - $222K
|
7.18K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.31K- 10.77% |
$62.6K - $70.2K
|
10.9K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-644- 8.09% |
$30.8K - $34.5K
|
7.32K
$213K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-488- 75.89% |
$23.3K - $26.1K
|
155
$4.52K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-261- 1.92% |
$12.5K - $14K
|
13.3K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-101- 69.66% |
$4.82K - $5.41K
|
44
$1.28K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 2.15% |
$1.67K - $1.88K
|
1.59K
$46.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-28- 22.95% |
$1.34K - $1.5K
|
94
$2.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18- 27.69% |
$860 - $964
|
47
$1.37K
|
|