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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.31KNew |
$44.3K - $49.7K
|
1.31K
$48K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 5.56% |
$33.9 - $38
|
19
$698
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.45K- 4.5% |
$49K - $55K
|
30.7K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.95KNew |
$134K - $150K
|
3.95K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.71K+ 2.2% |
$58K - $65.1K
|
79.4K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.7K- 3.16% |
$227K - $255K
|
205K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.2K+ 136.34% |
$142K - $160K
|
7.28K
$268K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
423+ 7.68% |
$14.3K - $16.1K
|
5.93K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.44K+ 9.75% |
$218K - $245K
|
72.5K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.34KNew |
$45.4K - $50.8K
|
1.34K
$49.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
121New |
$4.1K - $4.6K
|
121
$4.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-417- 3.1% |
$14.1K - $15.9K
|
13K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 15.14% |
$36.6K - $41K
|
6.05K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.06% |
$882 - $989
|
40.9K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68K+ 31.03% |
$57K - $63.9K
|
7.09K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.29K+ 23.84% |
$77.6K - $87.1K
|
11.9K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-180- 10.78% |
$6.11K - $6.85K
|
1.49K
$54.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-100- 6.64% |
$3.39K - $3.8K
|
1.41K
$51.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.9K- 9.94% |
$98.5K - $110K
|
26.3K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
848New |
$28.8K - $32.2K
|
848
$31.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 2.78% |
$67.8 - $76.1
|
74
$2.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.19K+ 2.17% |
$40.3K - $45.2K
|
56K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
13.9KNew |
$472K - $530K
|
13.9K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
834+ 5.51% |
$28.3K - $31.7K
|
16K
$587K
|
|
|
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 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.2K+ 120.0% |
$40.7K - $45.6K
|
2.2K
$80.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38+ 0.09% |
$1.29K - $1.45K
|
43.7K
$1.61M
|
|
|
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
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-330- 2.87% |
$11.2K - $12.5K
|
11.2K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
207New |
$7.02K - $7.87K
|
207
$7.61K
|
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.01K+ 17.81% |
$34.1K - $38.2K
|
6.65K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.25K- 5.86% |
$144K - $161K
|
68.2K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.49K- 1.74% |
$118K - $133K
|
197K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121+ 20.97% |
$4.1K - $4.6K
|
698
$25.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42Closed |
$1.42K - $1.6K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.09K- 1.4% |
$173K - $194K
|
360K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.32KNew |
$44.7K - $50.2K
|
1.32K
$48.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.27K+ 1.38% |
$213K - $238K
|
461K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$97K - $109K
|
2.86K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50.9K+ 692.96% |
$1.73M - $1.93M
|
58.2K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.22K- 7.66% |
$143K - $161K
|
50.9K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
272+ 1.73% |
$9.23K - $10.3K
|
16K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.95K+ 9.42% |
$66.1K - $74.1K
|
22.6K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
41+ 0.41% |
$1.39K - $1.56K
|
10.1K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
37.7KNew |
$1.28M - $1.43M
|
37.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
416+ 3.49% |
$14.1K - $15.8K
|
12.3K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.56K- 30.2% |
$86.9K - $97.4K
|
5.92K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
154+ 2.58% |
$5.22K - $5.86K
|
6.13K
$225K
|