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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13.9K+ 103.86% |
$406K - $821K
|
27.3K
$798K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.8K+ 118.48% |
$404K - $816K
|
25.5K
$746K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.7K+ 100.0% |
$402K - $812K
|
27.5K
$804K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7K+ 90.13% |
$400K - $807K
|
28.8K
$844K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 100.0% |
$390K - $788K
|
26.7K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.8KNew |
$375K - $758K
|
12.8K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
12.6K+ 218.6% |
$370K - $747K
|
18.4K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12KNew |
$350K - $707K
|
12K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.8K+ 100.0% |
$346K - $700K
|
23.7K
$694K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11.8K+ 289.11% |
$346K - $699K
|
15.9K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.6K+ 17.81% |
$338K - $683K
|
76.4K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
11.5KNew |
$337K - $681K
|
11.5K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.4K+ 128.35% |
$333K - $672K
|
20.2K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
11K+ 100.92% |
$322K - $651K
|
21.9K
$642K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.8K+ 101.05% |
$317K - $640K
|
21.5K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.8K+ 95.11% |
$316K - $638K
|
22.2K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$314K - $634K
|
10.7K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
10.6K+ 100.06% |
$309K - $624K
|
21.1K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10.4K+ 128.55% |
$303K - $612K
|
18.4K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.3K+ 137.77% |
$302K - $611K
|
17.8K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.3K+ 100.0% |
$301K - $608K
|
20.6K
$602K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.3K+ 92.47% |
$300K - $606K
|
21.3K
$625K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 48.72% |
$294K - $594K
|
30.7K
$898K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9.64K+ 112.87% |
$282K - $570K
|
18.2K
$533K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
9.56K+ 99.98% |
$280K - $565K
|
19.1K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.55KNew |
$279K - $565K
|
9.55K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.39KNew |
$275K - $555K
|
9.39K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
9.38K+ 100.0% |
$275K - $555K
|
18.8K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
9.37K+ 91.46% |
$274K - $554K
|
19.6K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.33K+ 131.93% |
$273K - $551K
|
16.4K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.32K+ 97.88% |
$273K - $551K
|
18.8K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
9.23K+ 98.44% |
$270K - $545K
|
18.6K
$545K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.17KNew |
$268K - $542K
|
9.17K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9.17K+ 100.45% |
$268K - $542K
|
18.3K
$536K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.16K+ 250.12% |
$268K - $541K
|
12.8K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.09K+ 370.73% |
$266K - $538K
|
11.5K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9.09KNew |
$266K - $537K
|
9.09K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.08K+ 99.99% |
$266K - $537K
|
18.2K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.87KNew |
$260K - $524K
|
8.87K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.76K+ 116.87% |
$256K - $518K
|
16.3K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.7K+ 100.0% |
$255K - $514K
|
17.4K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
8.7KNew |
$255K - $514K
|
8.7K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.64KNew |
$253K - $510K
|
8.64K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.63K+ 8294.23% |
$252K - $510K
|
8.73K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
8.58K+ 100.0% |
$251K - $507K
|
17.2K
$502K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.57KNew |
$251K - $507K
|
8.57K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.53K+ 100.12% |
$249K - $504K
|
17K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
8.49K+ 97.77% |
$248K - $502K
|
17.2K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
8.34KNew |
$244K - $493K
|
8.34K
$244K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8.2KNew |
$240K - $485K
|
8.2K
$240K
|