Purchases and Sales Made in Q4 2024 in Schwab Fundamental U S Small C (FNDA)
This table provides information about the institutional ownership of Schwab Fundamental U S Small C (FNDA) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL U S SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
105K+ 95.34% |
$3.06M - $6.18M
|
214K
$6.28M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
103K+ 354.75% |
$3.01M - $6.08M
|
132K
$3.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
102K+ 96.82% |
$2.98M - $6.03M
|
207K
$6.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.6KNew |
$2.83M - $5.71M
|
96.6K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
95.4K+ 102.53% |
$2.79M - $5.64M
|
188K
$5.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
93.7K+ 90.16% |
$2.74M - $5.54M
|
198K
$5.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
92.7K+ 101.79% |
$2.71M - $5.48M
|
184K
$5.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
90.3KNew |
$2.64M - $5.34M
|
90.3K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
87.2K+ 92.91% |
$2.55M - $5.15M
|
181K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
83.8K+ 884.48% |
$2.45M - $4.95M
|
93.3K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
75.7K+ 101.23% |
$2.21M - $4.47M
|
150K
$4.41M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.6K+ 107.17% |
$2.21M - $4.47M
|
146K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
73.3K+ 123.06% |
$2.15M - $4.34M
|
133K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
72.2K+ 89.52% |
$2.11M - $4.27M
|
153K
$4.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
71.6K+ 95.87% |
$2.09M - $4.23M
|
146K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
69.9K+ 93.14% |
$2.05M - $4.13M
|
145K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
67.4K+ 95.48% |
$1.97M - $3.98M
|
138K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
66.8K+ 189.57% |
$1.95M - $3.95M
|
102K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
64.8K+ 130.3% |
$1.9M - $3.83M
|
115K
$3.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.4K+ 155.49% |
$1.88M - $3.81M
|
106K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
64.2KNew |
$1.88M - $3.79M
|
64.2K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61.2K+ 149.28% |
$1.79M - $3.62M
|
102K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
61.1K+ 100.0% |
$1.79M - $3.61M
|
122K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
59.9K+ 120.12% |
$1.75M - $3.54M
|
110K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.5K+ 130.02% |
$1.54M - $3.1M
|
92.9K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
52.4K+ 122.6% |
$1.53M - $3.1M
|
95.2K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.9K+ 100.0% |
$1.37M - $2.77M
|
93.8K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
45.3K+ 79.24% |
$1.32M - $2.68M
|
102K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
45.1K+ 99.03% |
$1.32M - $2.67M
|
90.7K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.3K+ 96.29% |
$1.29M - $2.62M
|
90.2K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
43.8K+ 95.26% |
$1.28M - $2.59M
|
89.8K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
42.5K+ 99.08% |
$1.24M - $2.51M
|
85.4K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41K+ 123.37% |
$1.2M - $2.42M
|
74.2K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40.9K+ 93.18% |
$1.2M - $2.42M
|
84.7K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.1K+ 329.83% |
$1.17M - $2.37M
|
52.3K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
38.4K+ 98.7% |
$1.12M - $2.27M
|
77.2K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
36.5K+ 103.22% |
$1.07M - $2.16M
|
71.8K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35.8K+ 967.48% |
$1.05M - $2.11M
|
39.5K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
35.5K+ 97.86% |
$1.04M - $2.1M
|
71.8K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1K+ 108.23% |
$1.03M - $2.07M
|
67.5K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
34.9K+ 68.97% |
$1.02M - $2.06M
|
85.4K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.2K+ 170.92% |
$1M - $2.02M
|
54.3K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.1KNew |
$998K - $2.02M
|
34.1K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
33.8K+ 101.93% |
$990K - $2M
|
67K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.5K+ 97.76% |
$951K - $1.92M
|
65.8K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
31.5K+ 119.75% |
$921K - $1.86M
|
57.8K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 96.5% |
$911K - $1.84M
|
63.4K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
30.8K+ 104.42% |
$901K - $1.82M
|
60.3K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
29.8K+ 120.64% |
$872K - $1.76M
|
54.5K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
29.5K+ 111.87% |
$864K - $1.74M
|
55.9K
$1.64M
|