Latest Institutional Transactions on Schwab Fundamental Intl Small (FNDC)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Small (FNDC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
263K+ 4879.98% |
$8.67M - $11.1M
|
268K
$12M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
38New |
$1.25K - $1.6K
|
38
$1.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.81K- 7.89% |
$92.8K - $118K
|
32.9K
$1.47M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.14K- 2.83% |
$202K - $258K
|
211K
$9.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.85K+ 2.5% |
$160K - $204K
|
199K
$8.92M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.19K+ 8.67% |
$72.2K - $92.1K
|
27.5K
$1.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.96KNew |
$328K - $419K
|
9.96K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.7KNew |
$1.74M - $2.22M
|
52.7K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.72K+ 30.59% |
$156K - $198K
|
20.1K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.46% |
$1.15K - $1.47K
|
7.69K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 6.19% |
$198 - $252
|
103
$4.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38KNew |
$1.25M - $1.6M
|
38K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.49K- 68.82% |
$181K - $231K
|
2.49K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 13.21% |
$342K - $436K
|
89K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.6K- 60.05% |
$513K - $654K
|
10.3K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21- 1.55% |
$692 - $883
|
1.34K
$59.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
276New |
$9.1K - $11.6K
|
276
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
15.8KNew |
$521K - $665K
|
15.8K
$708K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.39K- 8.39% |
$244K - $311K
|
80.7K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
203+ 12.15% |
$6.69K - $8.54K
|
1.87K
$84K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8- 6.61% |
$264 - $336
|
113
$5.06K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.4K- 9.98% |
$706K - $901K
|
193K
$8.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27K+ 33.4% |
$41.7K - $53.2K
|
5.05K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.38K+ 26.4% |
$45.5K - $58K
|
6.6K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.78K- 12.75% |
$190K - $243K
|
39.5K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 20.0% |
$49.6K - $63.3K
|
6.02K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.12K+ 31.34% |
$70K - $89.3K
|
8.9K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
125+ 2500.0% |
$4.12K - $5.26K
|
130
$5.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.63K- 21.95% |
$86.8K - $111K
|
9.36K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 3.13% |
$33 - $42.1
|
33
$1.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.91K- 1.31% |
$63.1K - $80.4K
|
144K
$6.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16+ 0.26% |
$528 - $673
|
6.08K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-174- 90.16% |
$5.74K - $7.32K
|
19
$851
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.16KNew |
$236K - $301K
|
7.16K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.43K+ 16.62% |
$80.2K - $102K
|
17.1K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 4.82% |
$56.1K - $71.6K
|
33.6K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-123- 26.68% |
$4.06K - $5.17K
|
338
$15.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.6K+ 106.16% |
$944K - $1.2M
|
55.6K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
325K+ 246.3% |
$10.7M - $13.7M
|
457K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.4K+ 259.16% |
$211K - $269K
|
8.86K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.45% |
$297 - $378
|
2K
$89.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 27.36% |
$65.2K - $83.1K
|
9.2K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.14% |
$65.9 - $84.1
|
1.4K
$62.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 16.85% |
$41.7K - $53.2K
|
8.77K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.5K- 5.27% |
$49.3K - $62.9K
|
26.9K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-245- 92.11% |
$8.08K - $10.3K
|
21
$941
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.29K- 5.39% |
$42.4K - $54.1K
|
22.6K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.15K+ 2.0% |
$37.8K - $48.2K
|
58.5K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
370+ 24.85% |
$12.2K - $15.6K
|
1.86K
$83.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
145+ 1.45% |
$4.78K - $6.1K
|
10.1K
$454K
|