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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-169- 2.98% |
$7.07K - $7.64K
|
5.5K
$243K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-186- 0.03% |
$7.78K - $8.41K
|
581K
$25.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-193- 0.52% |
$8.07K - $8.73K
|
36.9K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-230- 2.06% |
$9.62K - $10.4K
|
11K
$484K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-231- 0.44% |
$9.66K - $10.4K
|
52.4K
$2.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-250- 0.62% |
$10.5K - $11.3K
|
40.1K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-287- 3.65% |
$12K - $13K
|
7.57K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-307- 2.42% |
$12.8K - $13.9K
|
12.4K
$548K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-342- 5.68% |
$14.3K - $15.5K
|
5.68K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-380- 1.19% |
$15.9K - $17.2K
|
31.5K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-445- 1.57% |
$18.6K - $20.1K
|
27.8K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-555- 1.52% |
$23.2K - $25.1K
|
36K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-770- 12.95% |
$32.2K - $34.8K
|
5.18K
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-834- 3.97% |
$34.9K - $37.7K
|
20.2K
$891K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-919- 1.42% |
$38.4K - $41.5K
|
63.9K
$2.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.39K- 34.35% |
$57.9K - $62.7K
|
2.65K
$117K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.62K- 98.18% |
$67.5K - $73K
|
30
$1.33K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.72K- 24.74% |
$72K - $77.8K
|
5.24K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.74K- 11.77% |
$72.6K - $78.5K
|
13K
$576K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.77K- 0.82% |
$73.8K - $79.8K
|
214K
$9.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-1.9K- 1.74% |
$79.2K - $85.7K
|
107K
$4.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-2.17K- 14.88% |
$90.9K - $98.2K
|
12.4K
$550K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.81K- 61.07% |
$118K - $127K
|
1.79K
$79.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.14K- 62.19% |
$131K - $142K
|
1.91K
$84.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-3.26K- 6.59% |
$136K - $147K
|
46.2K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3.39K- 3.05% |
$142K - $153K
|
108K
$4.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.76K- 7.61% |
$199K - $215K
|
57.8K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.44K- 2.58% |
$228K - $246K
|
206K
$9.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.78K- 37.5% |
$242K - $261K
|
9.63K
$426K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.27K- 14.14% |
$346K - $374K
|
50.2K
$2.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11.1K- 1.89% |
$466K - $504K
|
579K
$25.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-60.7K- 71.06% |
$2.54M - $2.74M
|
24.7K
$1.09M
|