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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.75K- 1.39% |
$91.7K - $103K
|
194K
$7.82M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 15.7% |
$94.9K - $107K
|
15.3K
$615K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3K- 81.1% |
$99.9K - $112K
|
698
$28.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.12K- 3.75% |
$104K - $117K
|
80.2K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.49K- 47.96% |
$116K - $131K
|
3.79K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.91K- 32.9% |
$130K - $146K
|
7.98K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.71K- 19.02% |
$157K - $176K
|
20K
$807K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.59K- 42.1% |
$186K - $209K
|
7.68K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.66K- 52.81% |
$189K - $212K
|
5.06K
$204K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.67K- 56.53% |
$189K - $212K
|
4.36K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.02K- 11.82% |
$201K - $225K
|
44.9K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 28.74% |
$217K - $244K
|
16.1K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.8K- 56.74% |
$260K - $292K
|
5.95K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-8.36K- 14.47% |
$279K - $313K
|
49.4K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.86K- 1.6% |
$329K - $369K
|
607K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 44.34% |
$389K - $437K
|
14.6K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-12.2K- 15.79% |
$405K - $455K
|
64.8K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-14.9K- 4.7% |
$497K - $559K
|
302K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.7K- 38.31% |
$558K - $627K
|
27K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-19.9K- 29.13% |
$662K - $743K
|
48.3K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.1K- 29.8% |
$670K - $753K
|
47.4K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23K- 53.99% |
$767K - $861K
|
19.6K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-53.5K- 67.38% |
$1.78M - $2M
|
25.9K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-62.7K- 65.36% |
$2.09M - $2.35M
|
33.2K
$1.34M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-138K- 98.24% |
$4.59M - $5.16M
|
2.47K
$99.3K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.24M- 2.57% |
$41.2M - $46.3M
|
46.8M
$1.88B
|