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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
190K+ 70.38% |
$6.33M - $7.11M
|
460K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
166K+ 1248.1% |
$5.53M - $6.21M
|
179K
$7.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
146KNew |
$4.87M - $5.47M
|
146K
$5.87M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
139K+ 13376.73% |
$4.64M - $5.21M
|
140K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
100K+ 316.43% |
$3.34M - $3.76M
|
132K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
87.6KNew |
$2.92M - $3.28M
|
87.6K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
21.6KNew |
$721K - $810K
|
21.6K
$870K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
18.3KNew |
$609K - $684K
|
18.3K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
17.2KNew |
$575K - $646K
|
17.2K
$694K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
13.8K+ 5.48% |
$461K - $518K
|
266K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
12.8K+ 7.34% |
$428K - $481K
|
188K
$7.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
12.8K+ 14.29% |
$425K - $477K
|
102K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.8K+ 2.55% |
$392K - $441K
|
473K
$19M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
10.4K+ 5.41% |
$347K - $390K
|
203K
$8.17M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.25K+ 4.5% |
$308K - $346K
|
215K
$8.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.12K+ 7.84% |
$271K - $304K
|
112K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.53K+ 5.46% |
$251K - $282K
|
146K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.23KNew |
$241K - $271K
|
7.23K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.93K+ 24.43% |
$231K - $260K
|
35.3K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.68KNew |
$223K - $250K
|
6.68K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.52KNew |
$217K - $244K
|
6.52K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.38K+ 1004.57% |
$213K - $239K
|
7.01K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 8.45% |
$204K - $229K
|
78.6K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.06KNew |
$202K - $227K
|
6.06K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.96K+ 3.88% |
$199K - $223K
|
159K
$6.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.87KNew |
$196K - $220K
|
5.87K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.75K+ 14.55% |
$192K - $215K
|
45.3K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.68KNew |
$190K - $213K
|
5.68K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.62KNew |
$187K - $210K
|
5.62K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.61KNew |
$187K - $210K
|
5.61K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.51K+ 2.77% |
$184K - $206K
|
204K
$8.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$181K - $203K
|
5.43K
$219K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.8K+ 2.08% |
$160K - $180K
|
236K
$9.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.74KNew |
$158K - $177K
|
4.74K
$191K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.51K+ 0.79% |
$150K - $169K
|
577K
$23.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.48K+ 18.0% |
$149K - $168K
|
29.4K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.06K+ 2.12% |
$135K - $152K
|
196K
$7.87M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.02K+ 10.66% |
$134K - $150K
|
41.7K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.82K+ 2.17% |
$127K - $143K
|
180K
$7.23M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.68K+ 3.46% |
$123K - $138K
|
110K
$4.42M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
3.19K+ 36.51% |
$106K - $119K
|
11.9K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.13K+ 24.19% |
$104K - $117K
|
16.1K
$646K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.36K+ 7.26% |
$78.6K - $88.3K
|
34.9K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.35K+ 10.25% |
$78.3K - $87.9K
|
25.3K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.02K+ 18.16% |
$67.4K - $75.7K
|
13.2K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.98K+ 9.03% |
$65.8K - $73.9K
|
23.9K
$959K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.87K+ 31.56% |
$62.4K - $70.1K
|
7.81K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.87K+ 1.73% |
$62.2K - $69.8K
|
110K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.86KNew |
$61.9K - $69.5K
|
1.86K
$74.7K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.75K+ 77.48% |
$58.3K - $65.4K
|
4K
$161K
|