Purchases and Sales Made in Q3 2025 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.6M+ 121826.2% |
$67.1M - $72.5M
|
1.61M
$71M
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
143KNew |
$5.97M - $6.45M
|
143K
$6.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
24.6KNew |
$1.03M - $1.11M
|
24.6K
$1.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6K+ 6.4% |
$529K - $572K
|
210K
$9.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$457K - $494K
|
10.9K
$483K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10K+ 112.92% |
$418K - $453K
|
18.9K
$834K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.34K+ 3.75% |
$307K - $332K
|
203K
$8.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.09KNew |
$213K - $230K
|
5.09K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.83K+ 1.73% |
$202K - $218K
|
283K
$12.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.56KNew |
$191K - $206K
|
4.56K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.41K+ 21.92% |
$185K - $200K
|
24.5K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.87K+ 1.45% |
$162K - $175K
|
270K
$11.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.54K+ 4.46% |
$148K - $160K
|
82.9K
$3.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.69K+ 9.79% |
$112K - $122K
|
30.1K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.26KNew |
$94.4K - $102K
|
2.26K
$99.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.12K+ 32.2% |
$88.5K - $95.7K
|
8.69K
$384K
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
1.79K+ 9.45% |
$74.8K - $80.9K
|
20.7K
$916K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52K+ 24.99% |
$63.3K - $68.5K
|
7.58K
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 8.78% |
$59.5K - $64.4K
|
17.6K
$780K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
962New |
$40.2K - $43.5K
|
962
$42.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
662New |
$27.7K - $29.9K
|
662
$29.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
599+ 0.42% |
$25K - $27.1K
|
143K
$6.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
513+ 3.38% |
$21.4K - $23.2K
|
15.7K
$693K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
395+ 0.2% |
$16.5K - $17.9K
|
196K
$8.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
311New |
$13K - $14.1K
|
311
$13.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
263+ 0.46% |
$11K - $11.9K
|
57.2K
$2.53M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
255+ 0.23% |
$10.7K - $11.5K
|
109K
$4.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
212New |
$8.86K - $9.58K
|
212
$9.37K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
75New |
$3.14K - $3.39K
|
75
$3.32K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
73New |
$3.05K - $3.3K
|
73
$3.23K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
58New |
$2.42K - $2.62K
|
58
$2.56K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
54+ 0.04% |
$2.26K - $2.44K
|
121K
$5.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
37New |
$1.55K - $1.67K
|
37
$1.64K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
32New |
$1.34K - $1.45K
|
32
$1.41K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
30+ 0.21% |
$1.25K - $1.36K
|
14.5K
$641K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22+ 3.46% |
$920 - $995
|
657
$29K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10New |
$418 - $452
|
10
$442
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
9New |
$376 - $407
|
9
$398
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 70.0% |
$293 - $316
|
17
$751
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7New |
$293 - $316
|
7
$309
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.02% |
$41.8 - $45.2
|
5.09K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.76% |
$83.6 - $90.4
|
40
$1.77K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 0.54% |
$251 - $271
|
1.11K
$48.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18- 11.39% |
$753 - $814
|
140
$6.19K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-27- 1.18% |
$1.13K - $1.22K
|
2.26K
$99.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-42- 0.87% |
$1.76K - $1.9K
|
4.81K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-76- 0.36% |
$3.18K - $3.44K
|
20.8K
$921K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-82- 22.59% |
$3.43K - $3.71K
|
281
$12.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-106- 1.72% |
$4.43K - $4.79K
|
6.05K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-118- 0.73% |
$4.93K - $5.33K
|
16.1K
$711K
|