Purchases and Sales Made in Q1 2025 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL INTL SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
12.8K+ 14.29% |
$425K - $477K
|
102K
$3.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
10.4K+ 5.41% |
$347K - $390K
|
203K
$7.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.62KNew |
$187K - $210K
|
5.62K
$206K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.8K+ 2.08% |
$160K - $180K
|
236K
$8.63M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
3.19K+ 36.51% |
$106K - $119K
|
11.9K
$436K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
929New |
$31K - $34.8K
|
929
$34K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
355+ 15.12% |
$11.8K - $13.3K
|
2.7K
$98.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-21- 18.58% |
$700 - $786
|
92
$3.37K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-57- 0.62% |
$1.9K - $2.13K
|
9.19K
$336K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-69- 1.2% |
$2.3K - $2.58K
|
5.7K
$209K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-82- 0.36% |
$2.73K - $3.07K
|
22.4K
$820K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.35K- 1.07% |
$45K - $50.5K
|
125K
$4.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.84K- 3.27% |
$61.3K - $68.9K
|
54.4K
$1.99M
|