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 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-808- 3.0% |
$23.2K - $25.8K
|
26.1K
$792K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-793- 3.4% |
$22.8K - $25.3K
|
22.5K
$685K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-781- 9.78% |
$22.5K - $24.9K
|
7.2K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-744- 3.69% |
$21.4K - $23.8K
|
19.4K
$589K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-703- 1.18% |
$20.2K - $22.4K
|
58.9K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-683- 2.4% |
$19.6K - $21.8K
|
27.8K
$844K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-681- 8.25% |
$19.6K - $21.7K
|
7.57K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-589- 4.22% |
$16.9K - $18.8K
|
13.4K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-564- 97.41% |
$16.2K - $18K
|
15
$456
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-539- 54.89% |
$15.5K - $17.2K
|
443
$13.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-521- 84.58% |
$15K - $16.6K
|
95
$2.89K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-410- 6.7% |
$11.8K - $13.1K
|
5.71K
$173K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-403- 6.57% |
$11.6K - $12.9K
|
5.73K
$174K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-358- 2.6% |
$10.3K - $11.4K
|
13.4K
$407K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-311- 2.8% |
$8.94K - $9.93K
|
10.8K
$328K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-296- 10.7% |
$8.51K - $9.45K
|
2.47K
$75K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-275- 2.18% |
$7.91K - $8.78K
|
12.3K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-260- 8.78% |
$7.48K - $8.3K
|
2.7K
$82K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-238- 1.93% |
$6.84K - $7.6K
|
12.1K
$366K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-229- 3.11% |
$6.58K - $7.31K
|
7.15K
$217K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-217- 0.17% |
$6.24K - $6.93K
|
129K
$3.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-208- 1.55% |
$5.98K - $6.64K
|
13.2K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-195- 2.8% |
$5.61K - $6.23K
|
6.77K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-190- 1.14% |
$5.46K - $6.07K
|
16.4K
$499K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-176- 0.44% |
$5.06K - $5.62K
|
39.7K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-168- 1.62% |
$4.83K - $5.36K
|
10.2K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-155- 0.2% |
$4.46K - $4.95K
|
76.7K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-118- 0.47% |
$3.39K - $3.77K
|
24.9K
$758K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-116- 0.96% |
$3.34K - $3.7K
|
12K
$365K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-116- 1.58% |
$3.34K - $3.7K
|
7.24K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-112- 9.91% |
$3.22K - $3.58K
|
1.02K
$30.9K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-105- 1.37% |
$3.02K - $3.35K
|
7.55K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103- 0.5% |
$2.96K - $3.29K
|
20.5K
$622K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-103- 0.41% |
$2.96K - $3.29K
|
25.3K
$767K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-78- 0.4% |
$2.24K - $2.49K
|
19.2K
$583K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-75- 1.02% |
$2.16K - $2.39K
|
7.29K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-72- 5.92% |
$2.07K - $2.3K
|
1.14K
$34.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53- 10.86% |
$1.52K - $1.69K
|
435
$13.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-50- 21.37% |
$1.44K - $1.6K
|
184
$5.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 1.53% |
$1.09K - $1.21K
|
2.44K
$74.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-34- 18.09% |
$978 - $1.09K
|
154
$4.68K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-34- 0.62% |
$978 - $1.09K
|
5.43K
$165K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-33- 6.31% |
$949 - $1.05K
|
490
$14.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 0.88% |
$719 - $798
|
2.83K
$85.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-22- 0.2% |
$633 - $702
|
10.9K
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18- 0.31% |
$518 - $575
|
5.74K
$174K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-16- 1.0% |
$460 - $511
|
1.58K
$48K
|
|
| Q2 2025 | |||||||
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-13.3K- 96.94% |
$316K - $380K
|
418
$12.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.07K- 50.15% |
$192K - $231K
|
8.02K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.86K- 48.12% |
$163K - $197K
|
7.39K
$224K
|
|