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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.08K+ 111.35% |
$237K - $478K
|
15.3K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.02K+ 66.66% |
$235K - $474K
|
20K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.89K+ 114.61% |
$231K - $466K
|
14.8K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.85K+ 105.6% |
$230K - $464K
|
15.3K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.81K+ 107.88% |
$228K - $461K
|
15K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7.8K+ 117.74% |
$228K - $461K
|
14.4K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.61KNew |
$223K - $450K
|
7.61K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.53K+ 143.16% |
$220K - $445K
|
12.8K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.43KNew |
$217K - $439K
|
7.43K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.4K+ 9.31% |
$216K - $437K
|
86.9K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.3KNew |
$214K - $432K
|
7.3K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.22K+ 105.88% |
$211K - $427K
|
14K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
7.08K+ 139.64% |
$207K - $418K
|
12.2K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
7.02K+ 93.85% |
$206K - $415K
|
14.5K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.01KNew |
$205K - $414K
|
7.01K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
6.99K+ 100.0% |
$205K - $413K
|
14K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.98K+ 103.55% |
$204K - $412K
|
13.7K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.94K+ 126.45% |
$203K - $410K
|
12.4K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.89KNew |
$202K - $407K
|
6.89K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.89K+ 99.97% |
$202K - $407K
|
13.8K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.83K+ 98.56% |
$200K - $404K
|
13.8K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.79KNew |
$199K - $401K
|
6.79K
$199K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.68K+ 137.89% |
$195K - $395K
|
11.5K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.6K+ 44.42% |
$193K - $390K
|
21.4K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.39K+ 117.59% |
$187K - $378K
|
11.8K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6.3K+ 100.0% |
$184K - $372K
|
12.6K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.3K+ 97.51% |
$184K - $372K
|
12.8K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.24K+ 102.9% |
$183K - $369K
|
12.3K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
6.15K+ 100.02% |
$180K - $364K
|
12.3K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
6.15K+ 101.05% |
$180K - $364K
|
12.2K
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.04K+ 99.59% |
$177K - $357K
|
12.1K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.96K+ 63.18% |
$174K - $352K
|
15.4K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.95K+ 100.0% |
$174K - $352K
|
11.9K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.94K+ 148.77% |
$174K - $351K
|
9.93K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.74KNew |
$168K - $339K
|
5.74K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.63K+ 100.05% |
$165K - $333K
|
11.3K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
5.48K+ 100.0% |
$160K - $324K
|
11K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.48K+ 132.76% |
$160K - $324K
|
9.6K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.44K+ 52.11% |
$159K - $321K
|
15.9K
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.35K+ 85.87% |
$157K - $316K
|
11.6K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.34K+ 129.7% |
$156K - $316K
|
9.46K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.31K+ 100.0% |
$155K - $314K
|
10.6K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.21K+ 61.41% |
$152K - $308K
|
13.7K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.17K+ 61.4% |
$151K - $306K
|
13.6K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.14K+ 101.58% |
$150K - $304K
|
10.2K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.07K+ 100.0% |
$148K - $300K
|
10.1K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.05KNew |
$148K - $298K
|
5.05K
$148K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5K+ 91.71% |
$146K - $296K
|
10.5K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.93K+ 99.92% |
$144K - $291K
|
9.87K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.85K+ 100.0% |
$142K - $287K
|
9.69K
$284K
|