Quarterly Transactions Made in Schwab Fundamental U S Small C (FNDA)
This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA). The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S SMALL C.
Shares Purchased
Shares Sold
| Quarter | Buy | Sell | Net Activity | |||||
|---|---|---|---|---|---|---|---|---|
| New Holding | Increment | Total Shares Bought | Closed Position | Reduction | Total Shares Sold | |||
| Q4 2022 | 4,200,028 | 903,250 | 5,103,278 | 1,860,346 | 82,783 | 1,943,129 | 3,160,149 | |
| Q1 2023 | 1,412,455 | 300,755 | 1,713,210 | 314,599 | 203 | 314,802 | 1,398,408 | |
| Q2 2023 | 3,694,843 | 294,543 | 3,989,386 | 537,476 | 0 | 537,476 | 3,451,910 | |
| Q3 2023 | 2,914,861 | 535,417 | 3,450,278 | 526,577 | 0 | 526,577 | 2,923,701 | |
| Q4 2023 | 2,903,025 | 2,127,897 | 5,030,922 | 876,368 | 179 | 876,547 | 4,154,375 | |
| Q1 2024 | 7,676,084 | 1,045,481 | 8,721,565 | 688,092 | 0 | 688,092 | 8,033,473 | |
| Q2 2024 | 1,308,829 | 98,467,215 | 99,776,044 | 4,628,127 | 0 | 4,628,127 | 95,147,917 | |
| Q3 2024 | 2,454,445 | 969,129 | 3,423,574 | 684,027 | 48 | 684,075 | 2,739,499 | |
| Q4 2024 | 122,690,715 | 1,087,123 | 123,777,838 | 651,797 | 423 | 652,220 | 123,125,618 | |
| Q1 2025 | 24,324,245 | 670,038 | 24,994,283 | 2,333,223 | 0 | 2,333,223 | 22,661,060 | |
| Q2 2025 | 3,873,404 | 1,111,791 | 4,985,195 | 24,448,164 | 0 | 24,448,164 | -19,462,969 | |
| Q3 2025 | 1,438,782 | 2,458,843 | 3,897,625 | 3,305,543 | 0 | 3,305,543 | 592,082 | |
| Q4 2025 | 142,904 | 33,410 | 176,314 | 131,536 | 0 | 131,536 | 44,778 | |