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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.53% |
$33 - $42.1
|
188
$7.91K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.38K- 90.95% |
$210K - $268K
|
635
$26.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.09K- 16.56% |
$35.9K - $45.8K
|
5.49K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.03K- 14.55% |
$33.8K - $43.1K
|
6.02K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 12.86% |
$593 - $757
|
158
$6.65K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
51+ 0.14% |
$1.68K - $2.14K
|
36.6K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-330- 3.75% |
$10.9K - $13.9K
|
8.47K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
212+ 0.98% |
$6.99K - $8.91K
|
21.8K
$918K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$1.45K - $1.85K
|
44
$1.85K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 52.38% |
$363 - $463
|
10
$421
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
55+ 0.02% |
$1.81K - $2.31K
|
266K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.43K- 2.68% |
$179K - $228K
|
198K
$8.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.9KNew |
$195K - $248K
|
5.9K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
58+ 0.77% |
$1.91K - $2.44K
|
7.62K
$321K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.09K+ 25.46% |
$135K - $172K
|
20.1K
$847K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-231- 11.35% |
$7.62K - $9.71K
|
1.81K
$75.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.81K+ 156.86% |
$92.8K - $118K
|
4.61K
$194K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 0.47% |
$4.95K - $6.31K
|
31.9K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
317New |
$10.5K - $13.3K
|
317
$13.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21KNew |
$692K - $883K
|
21K
$883K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.39K- 6.83% |
$45.8K - $58.4K
|
18.9K
$797K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.34K+ 23.81% |
$44.1K - $56.3K
|
6.96K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 0.52% |
$2.77K - $3.53K
|
16.2K
$682K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.06KNew |
$200K - $255K
|
6.06K
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.8K+ 6.67% |
$224K - $286K
|
109K
$4.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
59+ 0.91% |
$1.95K - $2.48K
|
6.57K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-883- 1.1% |
$29.1K - $37.1K
|
79.3K
$3.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
363New |
$12K - $15.3K
|
363
$15.3K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-23.6K- 7.81% |
$778K - $993K
|
279K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.8K+ 4.15% |
$257K - $328K
|
196K
$8.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.24K- 2.22% |
$107K - $136K
|
143K
$6M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.4K- 1.92% |
$79.1K - $101K
|
123K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.25K+ 18.94% |
$140K - $179K
|
26.7K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$385K - $491K
|
11.7K
$491K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 0.65% |
$1.98K - $2.52K
|
9.13K
$384K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-573- 0.52% |
$18.9K - $24.1K
|
109K
$4.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-216- 7.99% |
$7.12K - $9.08K
|
2.49K
$105K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
768+ 6.43% |
$25.3K - $32.3K
|
12.7K
$535K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-38- 0.67% |
$1.25K - $1.6K
|
5.67K
$238K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-20.3K- 8.59% |
$668K - $853K
|
216K
$9.07M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-311- 25.45% |
$10.4K - $11.6K
|
911
$38.3K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
444+ 0.51% |
$14.8K - $16.6K
|
88.1K
$3.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-138K- 98.24% |
$4.59M - $5.16M
|
2.47K
$104K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-269- 0.12% |
$8.97K - $10.1K
|
217K
$9.13M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-114- 1.13% |
$3.8K - $4.27K
|
9.99K
$420K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
600New |
$20K - $22.5K
|
600
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 44.34% |
$389K - $437K
|
14.6K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.23KNew |
$241K - $271K
|
7.23K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
193+ 4.88% |
$6.43K - $7.23K
|
4.15K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.75K- 1.39% |
$91.7K - $103K
|
194K
$8.17M
|
|