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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.45K+ 13.99% |
$320K - $359K
|
77K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-320- 25.76% |
$10.9K - $12.2K
|
922
$32.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
139New |
$4.71K - $5.29K
|
139
$4.87K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.1K- 4.08% |
$71.2K - $79.8K
|
49.4K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
39+ 1300.0% |
$1.32K - $1.48K
|
42
$1.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
563+ 3.65% |
$19.1K - $21.4K
|
16K
$560K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-856- 28.87% |
$29K - $32.6K
|
2.11K
$73.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
919+ 14.72% |
$31.2K - $34.9K
|
7.16K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.86% |
$67.8 - $76.1
|
72
$2.52K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18.4K+ 10.22% |
$624K - $700K
|
199K
$6.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 1.26% |
$577 - $647
|
1.37K
$48K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10New |
$339 - $380
|
10
$350
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
8.74KNew |
$296K - $332K
|
8.74K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.94K- 2.95% |
$65.8K - $73.8K
|
63.9K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 0.1% |
$305 - $342
|
9.01K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
220+ 2.63% |
$7.46K - $8.37K
|
8.58K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
203New |
$6.89K - $7.72K
|
203
$7.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 2.48% |
$102 - $114
|
124
$4.34K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13+ 2.8% |
$441 - $494
|
477
$16.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.26K- 15.2% |
$42.8K - $48K
|
7.05K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
526New |
$17.8K - $20K
|
526
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.9K- 10.8% |
$98.4K - $110K
|
24K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 3.13% |
$136 - $152
|
132
$4.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.06K- 10.51% |
$69.9K - $78.3K
|
17.5K
$615K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 16.67% |
$170 - $190
|
35
$1.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
43.8K+ 8.28% |
$1.48M - $1.66M
|
573K
$20.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.17K- 12.88% |
$73.6K - $82.5K
|
14.7K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37.4KNew |
$1.27M - $1.42M
|
37.4K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3+ 0.31% |
$102 - $114
|
965
$33.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-732- 2.87% |
$24.8K - $27.8K
|
24.8K
$867K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
463New |
$15.7K - $17.6K
|
463
$16.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$5.9K - $6.62K
|
174
$6.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.9KNew |
$506K - $567K
|
14.9K
$523K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-2.66K- 11.57% |
$90.3K - $101K
|
20.4K
$713K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.38K+ 12.41% |
$216K - $243K
|
57.8K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
207+ 2.78% |
$7.02K - $7.87K
|
7.65K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.62K- 6.42% |
$88.9K - $99.6K
|
38.2K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.92K+ 5.62% |
$167K - $187K
|
92.6K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.54K+ 13.1% |
$52.1K - $58.5K
|
13.3K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
18.1KNew |
$615K - $690K
|
18.1K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.62K+ 2.65% |
$191K - $214K
|
218K
$7.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-821- 9.4% |
$27.8K - $31.2K
|
7.91K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
22.5K+ 13.32% |
$764K - $856K
|
192K
$6.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.26% |
$33.9 - $38
|
20
$701
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.31K- 0.41% |
$44.3K - $49.7K
|
317K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11.5K+ 6.32% |
$388K - $436K
|
193K
$6.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
18.8K+ 8.05% |
$637K - $714K
|
252K
$8.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
17.5K+ 11.14% |
$595K - $667K
|
175K
$6.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$1.15K - $1.29K
|
34
$1.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
55+ 2.84% |
$1.87K - $2.09K
|
1.99K
$69.9K
|