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 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.52K+ 732.85% |
$50.6K - $56.8K
|
1.72K
$69.4K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.48K+ 24.44% |
$49.3K - $55.3K
|
7.53K
$303K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.31K+ 75.6% |
$43.8K - $49.2K
|
3.05K
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.31K+ 18.46% |
$43.6K - $49K
|
8.4K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 11.25% |
$41.8K - $46.9K
|
12.4K
$499K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.2K+ 4.22% |
$40K - $44.9K
|
29.7K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.16KNew |
$38.8K - $43.6K
|
1.16K
$46.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.15K+ 2.07% |
$38.4K - $43.1K
|
56.8K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 153.75% |
$37.6K - $42.2K
|
1.86K
$74.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.01K+ 47.8% |
$33.6K - $37.7K
|
3.12K
$125K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
929New |
$31K - $34.8K
|
929
$37.4K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
824+ 7.38% |
$27.5K - $30.9K
|
12K
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
821+ 1140.28% |
$27.4K - $30.7K
|
893
$35.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
665+ 4.78% |
$22.2K - $24.9K
|
14.6K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
600New |
$20K - $22.5K
|
600
$24.1K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
600New |
$20K - $22.5K
|
600
$24.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
500+ 5.24% |
$16.7K - $18.7K
|
10.1K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488New |
$16.3K - $18.3K
|
488
$19.6K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
444+ 0.51% |
$14.8K - $16.6K
|
88.1K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
429+ 0.54% |
$14.3K - $16.1K
|
79.5K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
398+ 631.75% |
$13.3K - $14.9K
|
461
$18.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
355+ 15.12% |
$11.8K - $13.3K
|
2.7K
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
331+ 14.09% |
$11K - $12.4K
|
2.68K
$108K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
303+ 0.33% |
$10.1K - $11.3K
|
92.9K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
266New |
$8.87K - $9.96K
|
266
$10.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
250+ 1.68% |
$8.34K - $9.36K
|
15.2K
$610K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
220+ 47.93% |
$7.33K - $8.24K
|
679
$27.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
205+ 2.39% |
$6.83K - $7.68K
|
8.79K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
193+ 4.88% |
$6.43K - $7.23K
|
4.15K
$167K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
174+ 915.79% |
$5.8K - $6.51K
|
193
$7.76K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
129+ 1.94% |
$4.3K - $4.83K
|
6.78K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
121+ 0.32% |
$4.03K - $4.53K
|
37.5K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
109+ 32.73% |
$3.63K - $4.08K
|
442
$17.8K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
107+ 113.83% |
$3.57K - $4.01K
|
201
$8.09K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
98New |
$3.27K - $3.67K
|
98
$3.94K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87+ 870.0% |
$2.9K - $3.26K
|
97
$3.9K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
80+ 666.67% |
$2.67K - $3K
|
92
$3.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
55New |
$1.83K - $2.06K
|
55
$2.21K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
37New |
$1.23K - $1.39K
|
37
$1.49K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33New |
$1.1K - $1.24K
|
33
$1.33K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31New |
$1.03K - $1.16K
|
31
$1.25K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
30+ 0.4% |
$1K - $1.12K
|
7.57K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24New |
$800 - $899
|
24
$966
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19+ 0.12% |
$633 - $711
|
16K
$643K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13+ 2.7% |
$433 - $487
|
494
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 6.71% |
$367 - $412
|
175
$7.04K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.31% |
$333 - $374
|
3.29K
$132K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 8.57% |
$100 - $112
|
38
$1.53K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2New |
$66.7 - $74.9
|
2
$80.5
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|