Purchases and Sales Made in Q3 2024 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-53- 17.79% |
$1.79K - $2.04K
|
245
$8.33K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-80- 1.44% |
$2.71K - $3.08K
|
5.48K
$186K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-94- 5.55% |
$3.18K - $3.62K
|
1.6K
$54.4K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-144- 3.72% |
$4.87K - $5.54K
|
3.73K
$127K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-153- 1.74% |
$5.18K - $5.89K
|
8.63K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-208- 87.03% |
$7.04K - $8.01K
|
31
$1.05K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-270- 36.54% |
$9.14K - $10.4K
|
469
$16K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-310- 3.12% |
$10.5K - $11.9K
|
9.61K
$327K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-318- 5.31% |
$10.8K - $12.2K
|
5.67K
$193K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-376- 39.45% |
$12.7K - $14.5K
|
577
$19.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-459- 1.23% |
$15.5K - $17.7K
|
36.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-489- 81.23% |
$16.6K - $18.8K
|
113
$3.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-595- 97.06% |
$20.1K - $22.9K
|
18
$612
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-617- 5.19% |
$20.9K - $23.8K
|
11.3K
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-696- 25.48% |
$23.6K - $26.8K
|
2.04K
$69.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-812- 5.7% |
$27.5K - $31.3K
|
13.4K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-911- 94.11% |
$30.8K - $35.1K
|
57
$1.94K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-998- 10.72% |
$33.8K - $38.4K
|
8.31K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 9.48% |
$33.9K - $38.5K
|
9.55K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.06K- 4.65% |
$35.7K - $40.7K
|
21.6K
$736K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.09K- 4.29% |
$36.8K - $41.8K
|
24.2K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.31K- 0.61% |
$44.2K - $50.3K
|
212K
$7.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.34K- 90.81% |
$45.5K - $51.7K
|
136
$4.63K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.4K- 2.64% |
$47.3K - $53.8K
|
51.5K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.79K- 2.58% |
$60.5K - $68.8K
|
67.5K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.88K- 2.33% |
$63.6K - $72.3K
|
78.9K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.93K- 21.28% |
$65.2K - $74.2K
|
7.13K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.08K- 0.57% |
$70.4K - $80.1K
|
365K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22K- 8.47% |
$75.2K - $85.5K
|
24K
$816K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22K- 8.47% |
$75.2K - $85.5K
|
24K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.31K- 38.74% |
$78.2K - $88.9K
|
3.65K
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.35K- 5.43% |
$79.4K - $90.3K
|
40.8K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.36K- 27.29% |
$79.8K - $90.7K
|
6.28K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.4K- 3.51% |
$81.2K - $92.4K
|
65.9K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 90.0% |
$82K - $93.2K
|
269
$9.15K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.98K- 20.25% |
$101K - $115K
|
11.7K
$399K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.13K- 10.95% |
$106K - $121K
|
25.5K
$867K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.35K- 16.57% |
$113K - $129K
|
16.9K
$573K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.36K- 87.11% |
$114K - $129K
|
497
$16.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.76K- 19.33% |
$127K - $145K
|
15.7K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.84K- 5.67% |
$130K - $148K
|
63.9K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.97K- 10.93% |
$134K - $153K
|
32.3K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.08K- 42.96% |
$138K - $157K
|
5.41K
$184K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.14K- 1.79% |
$140K - $160K
|
227K
$7.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.36K- 2.96% |
$148K - $168K
|
143K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.36K- 42.21% |
$181K - $206K
|
7.34K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.05K- 9.89% |
$205K - $233K
|
55.1K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.08K- 11.44% |
$240K - $273K
|
54.8K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.91K- 58.92% |
$268K - $304K
|
5.51K
$187K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.93K- 4.52% |
$268K - $305K
|
168K
$5.7M
|