Purchases and Sales Made in Q4 2024 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 6.35% |
$42.6K - $47.8K
|
18.5K
$681K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.26K- 15.2% |
$42.8K - $48K
|
7.05K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.31K- 0.41% |
$44.3K - $49.7K
|
317K
$11.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.45K- 4.5% |
$49K - $55K
|
30.7K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.58K- 43.07% |
$53.5K - $60K
|
2.09K
$76.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.92K- 30.6% |
$65.2K - $73.1K
|
4.36K
$160K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.94K- 2.95% |
$65.8K - $73.8K
|
63.9K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.03K- 38.2% |
$68.7K - $77K
|
3.28K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.06K- 10.51% |
$69.9K - $78.3K
|
17.5K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.06K- 13.01% |
$69.9K - $78.3K
|
13.8K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 6.88% |
$71.2K - $79.8K
|
28.4K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.1K- 4.08% |
$71.2K - $79.8K
|
49.4K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.17K- 12.88% |
$73.6K - $82.5K
|
14.7K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.56K- 30.2% |
$86.9K - $97.4K
|
5.92K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.58K- 52.37% |
$87.6K - $98.2K
|
2.35K
$86.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.62K- 6.42% |
$88.9K - $99.6K
|
38.2K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-2.66K- 11.57% |
$90.3K - $101K
|
20.4K
$748K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.9K- 10.8% |
$98.4K - $110K
|
24K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.9K- 9.94% |
$98.5K - $110K
|
26.3K
$967K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.12K- 9.9% |
$106K - $119K
|
28.4K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.49K- 1.74% |
$118K - $133K
|
197K
$7.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.85K- 21.89% |
$131K - $147K
|
13.7K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.22K- 7.66% |
$143K - $161K
|
50.9K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.25K- 5.86% |
$144K - $161K
|
68.2K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.09K- 1.4% |
$173K - $194K
|
360K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5.72K- 9.33% |
$194K - $218K
|
55.6K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.7K- 3.16% |
$227K - $255K
|
205K
$7.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.78K- 28.38% |
$298K - $334K
|
22.2K
$815K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.6K- 24.22% |
$462K - $518K
|
42.6K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.2K- 8.48% |
$482K - $541K
|
153K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-93.8K- 87.59% |
$3.18M - $3.57M
|
13.3K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-141K- 59.51% |
$4.78M - $5.36M
|
95.9K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-152K- 79.32% |
$5.14M - $5.77M
|
39.5K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-392K- 92.51% |
$13.3M - $14.9M
|
31.7K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.22M- 2.47% |
$41.3M - $46.3M
|
48M
$1.76B
|