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
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 28.57% |
$66.7 - $74.9
|
5
$201
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 0.21% |
$100 - $112
|
1.4K
$56.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.31% |
$100 - $112
|
962
$38.7K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 3.7% |
$100 - $112
|
78
$3.14K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.04% |
$167 - $187
|
13.8K
$554K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-16- 50.0% |
$533 - $599
|
16
$644
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-21- 18.58% |
$700 - $786
|
92
$3.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-30- 0.15% |
$1K - $1.12K
|
20.3K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-41- 0.19% |
$1.37K - $1.54K
|
21K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46- 0.16% |
$1.53K - $1.72K
|
28.3K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-49- 0.55% |
$1.63K - $1.83K
|
8.8K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-49- 3.58% |
$1.63K - $1.83K
|
1.32K
$53.1K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-49- 0.3% |
$1.63K - $1.83K
|
16K
$645K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-57- 0.62% |
$1.9K - $2.13K
|
9.19K
$370K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-69- 1.2% |
$2.3K - $2.58K
|
5.7K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-82- 0.36% |
$2.73K - $3.07K
|
22.4K
$902K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 15.65% |
$2.73K - $3.07K
|
442
$17.8K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-114- 1.13% |
$3.8K - $4.27K
|
9.99K
$402K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-114- 6.39% |
$3.8K - $4.27K
|
1.67K
$67.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-166- 3.81% |
$5.53K - $6.22K
|
4.19K
$169K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-171- 84.24% |
$5.7K - $6.4K
|
32
$1.29K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-210- 0.57% |
$7K - $7.86K
|
36.6K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-230- 1.89% |
$7.67K - $8.61K
|
11.9K
$480K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-249- 15.5% |
$8.3K - $9.32K
|
1.36K
$54.6K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-269- 0.12% |
$8.97K - $10.1K
|
217K
$8.74M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-287- 50.35% |
$9.57K - $10.7K
|
283
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-320- 2.0% |
$10.7K - $12K
|
15.7K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-329- 11.5% |
$11K - $12.3K
|
2.53K
$102K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-422- 11.27% |
$14.1K - $15.8K
|
3.32K
$134K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-502- 5.68% |
$16.7K - $18.8K
|
8.34K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-540- 3.38% |
$18K - $20.2K
|
15.4K
$620K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-608- 6.75% |
$20.3K - $22.8K
|
8.4K
$338K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-628- 0.29% |
$20.9K - $23.5K
|
217K
$8.75M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-645- 1.15% |
$21.5K - $24.1K
|
55.3K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-697- 11.77% |
$23.2K - $26.1K
|
5.22K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-729- 34.95% |
$24.3K - $27.3K
|
1.36K
$54.6K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-729- 1.14% |
$24.3K - $27.3K
|
63.2K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-876- 66.41% |
$29.2K - $32.8K
|
443
$17.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-879- 1.51% |
$29.3K - $32.9K
|
57.3K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-989- 6.74% |
$33K - $37K
|
13.7K
$551K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-997- 2.02% |
$33.2K - $37.3K
|
48.4K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.01K- 4.23% |
$33.8K - $37.9K
|
22.9K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.08K- 0.57% |
$35.9K - $40.3K
|
188K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.14K- 5.04% |
$38K - $42.7K
|
21.5K
$865K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.32K- 5.96% |
$44K - $49.4K
|
20.8K
$838K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.35K- 1.07% |
$45K - $50.5K
|
125K
$5.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.84K- 3.27% |
$61.3K - $68.9K
|
54.4K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.93K- 22.71% |
$64.4K - $72.3K
|
6.58K
$265K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 13.01% |
$80.4K - $90.3K
|
16.1K
$648K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.53K- 6.63% |
$84.5K - $94.9K
|
35.7K
$1.44M
|