Purchases and Sales Made in Q4 2025 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 2025. 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 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
56.1K+ 50.82% |
$1.67M - $1.77M
|
166K
$5.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
26.5K+ 8.02% |
$790K - $835K
|
356K
$10.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
BUY
|
- |
23.1K+ 2.36% |
$688K - $728K
|
1M
$30.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
19.7K+ 18.07% |
$589K - $622K
|
129K
$3.91M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
19.4K+ 2.22% |
$580K - $613K
|
893K
$27.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
18.7K+ 4.87% |
$559K - $591K
|
403K
$12.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.5K+ 53.77% |
$464K - $490K
|
44.4K
$1.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.2KNew |
$424K - $448K
|
14.2K
$432K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.7KNew |
$349K - $369K
|
11.7K
$355K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.86K+ 14.74% |
$294K - $311K
|
76.8K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
6.8KNew |
$203K - $215K
|
6.8K
$207K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.42KNew |
$192K - $203K
|
6.42K
$195K
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5.58K+ 8.9% |
$166K - $176K
|
68.2K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.04K+ 1.74% |
$150K - $159K
|
295K
$8.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.4K+ 9.29% |
$71.6K - $75.7K
|
28.2K
$857K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.16K+ 5.59% |
$64.4K - $68.1K
|
40.8K
$1.24M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44KNew |
$43K - $45.5K
|
1.44K
$43.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
739+ 5.55% |
$22.1K - $23.3K
|
14.1K
$427K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
621+ 3.36% |
$18.5K - $19.6K
|
19.1K
$580K
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
620+ 1.56% |
$18.5K - $19.6K
|
40.3K
$1.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
618New |
$18.4K - $19.5K
|
618
$18.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
599+ 3.44% |
$17.9K - $18.9K
|
18K
$547K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
465+ 2.9% |
$13.9K - $14.7K
|
16.5K
$502K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
343+ 0.3% |
$10.2K - $10.8K
|
115K
$3.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
220+ 25.58% |
$6.57K - $6.94K
|
1.08K
$32.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
98New |
$2.93K - $3.09K
|
98
$2.98K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
93+ 0.25% |
$2.78K - $2.93K
|
36.9K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
88+ 1.33% |
$2.63K - $2.78K
|
6.73K
$204K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
70+ 0.39% |
$2.09K - $2.21K
|
18.2K
$552K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
38+ 0.21% |
$1.13K - $1.2K
|
18.3K
$555K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
36+ 0.33% |
$1.07K - $1.14K
|
10.8K
$329K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 0.15% |
$1.04K - $1.1K
|
23.5K
$713K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.08% |
$537 - $568
|
23.5K
$715K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.35% |
$29.9 - $31.6
|
287
$8.72K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 1.05% |
$29.9 - $31.6
|
96
$2.92K
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-24- 63.16% |
$716 - $757
|
14
$425
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-26- 0.37% |
$776 - $820
|
6.95K
$211K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-62- 0.07% |
$1.85K - $1.96K
|
93.5K
$2.84M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-82- 19.71% |
$2.45K - $2.59K
|
334
$10.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-141- 0.35% |
$4.21K - $4.45K
|
40.4K
$1.23M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-150- 1.25% |
$4.48K - $4.73K
|
11.8K
$359K
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-162- 0.89% |
$4.84K - $5.11K
|
18K
$547K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
SELL
|
- |
-282- 0.39% |
$8.42K - $8.9K
|
71.5K
$2.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-408- 2.91% |
$12.2K - $12.9K
|
13.6K
$413K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-410- 5.07% |
$12.2K - $12.9K
|
7.68K
$233K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-605- 7.59% |
$18.1K - $19.1K
|
7.37K
$224K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-818- 13.64% |
$24.4K - $25.8K
|
5.18K
$157K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-836- 11.2% |
$25K - $26.4K
|
6.63K
$201K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-980- 1.92% |
$29.3K - $30.9K
|
50.1K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 3.87% |
$30.6K - $32.3K
|
25.5K
$773K
|
|