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 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
29.3K+ 108.69% |
$859K - $1.73M
|
56.3K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
29.2K+ 105.93% |
$855K - $1.73M
|
56.8K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.8K+ 99.14% |
$814K - $1.64M
|
55.9K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.1K+ 97.57% |
$792K - $1.6M
|
54.8K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
26.9K+ 406.72% |
$788K - $1.59M
|
33.6K
$983K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26.7K+ 79.25% |
$782K - $1.58M
|
60.4K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.1K+ 81.96% |
$764K - $1.54M
|
58K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$650K - $1.31M
|
22.2K
$651K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 62.23% |
$649K - $1.31M
|
57.8K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.1K+ 230.37% |
$646K - $1.31M
|
31.7K
$928K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.2K+ 78.71% |
$621K - $1.26M
|
48.2K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
20.8KNew |
$609K - $1.23M
|
20.8K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
20.7K+ 89.38% |
$606K - $1.22M
|
43.9K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.4K+ 11.01% |
$598K - $1.21M
|
206K
$6.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
19.6K+ 99.48% |
$574K - $1.16M
|
39.4K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
19.6K+ 102.85% |
$573K - $1.16M
|
38.6K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.5K+ 101.56% |
$570K - $1.15M
|
38.7K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
19.3K+ 95.39% |
$564K - $1.14M
|
39.5K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
19.2KNew |
$562K - $1.14M
|
19.2K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19K+ 9.98% |
$555K - $1.12M
|
209K
$6.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
18.9KNew |
$553K - $1.12M
|
18.9K
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.8K+ 100.0% |
$551K - $1.11M
|
37.7K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.6K+ 91.71% |
$544K - $1.1M
|
38.9K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18.4K+ 97.75% |
$540K - $1.09M
|
37.3K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
18.4K+ 100.94% |
$539K - $1.09M
|
36.7K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.4KNew |
$538K - $1.09M
|
18.4K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
18.3KNew |
$534K - $1.08M
|
18.3K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.1K+ 93.26% |
$530K - $1.07M
|
37.5K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18KNew |
$527K - $1.06M
|
18K
$527K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
18K+ 97.28% |
$526K - $1.06M
|
36.5K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
17.5KNew |
$512K - $1.03M
|
17.5K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
17.3KNew |
$505K - $1.02M
|
17.3K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.1K+ 107.17% |
$500K - $1.01M
|
33K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
17.1K+ 100.82% |
$499K - $1.01M
|
34K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
16.9KNew |
$496K - $1M
|
16.9K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.7K+ 112.64% |
$489K - $988K
|
31.6K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5K+ 204.76% |
$482K - $974K
|
24.5K
$718K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.1KNew |
$470K - $949K
|
16.1K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.6K+ 119.96% |
$457K - $924K
|
28.7K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$455K - $920K
|
15.6K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15K+ 108.77% |
$440K - $889K
|
28.9K
$845K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
14.9K+ 128.09% |
$435K - $879K
|
26.5K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.8K+ 101.1% |
$433K - $875K
|
29.4K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.5K+ 99.71% |
$425K - $859K
|
29.1K
$852K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14.5K+ 100.1% |
$425K - $858K
|
29K
$850K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14.3K+ 100.0% |
$418K - $844K
|
28.6K
$836K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14.3K+ 100.52% |
$418K - $843K
|
28.5K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.3K+ 50.63% |
$417K - $843K
|
42.4K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.3K+ 95.89% |
$417K - $843K
|
29.1K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
14.2K+ 108.0% |
$415K - $838K
|
27.3K
$800K
|