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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-333K- 72.91% |
$13.9M - $15.1M
|
124K
$5.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-51- 17.47% |
$2.13K - $2.31K
|
241
$10.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.82K- 0.38% |
$76.2K - $82.4K
|
474K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
20.9KNew |
$874K - $945K
|
20.9K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.26K- 12.86% |
$52.8K - $57.1K
|
8.56K
$381K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.4K- 1.56% |
$58.6K - $63.3K
|
88.4K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.4K+ 24.61% |
$58.6K - $63.3K
|
7.09K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
189+ 7.47% |
$7.9K - $8.54K
|
2.72K
$121K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 7.47% |
$1.38K - $1.49K
|
409
$18.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-500K- 49.9% |
$20.9M - $22.6M
|
502K
$22.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.67KNew |
$195K - $211K
|
4.67K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-110- 4.42% |
$4.6K - $4.97K
|
2.38K
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
28.7KNew |
$1.2M - $1.3M
|
28.7K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
166+ 21.25% |
$6.94K - $7.5K
|
947
$42.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-112- 1.32% |
$4.68K - $5.06K
|
8.36K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 3.66% |
$62.7K - $67.8K
|
42.4K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-38.5K- 72.88% |
$1.61M - $1.74M
|
14.3K
$639K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.81K+ 3.85% |
$75.7K - $81.8K
|
48.8K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.05M- 3.49% |
$44M - $47.5M
|
29M
$1.29B
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.7K- 81.94% |
$573K - $619K
|
3.02K
$134K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.45K+ 83.14% |
$144K - $156K
|
7.59K
$338K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-277- 4.56% |
$11.6K - $12.5K
|
5.8K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
974+ 1623.33% |
$40.7K - $44K
|
1.03K
$46K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
965+ 48.44% |
$40.3K - $43.6K
|
2.96K
$132K
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-42- 0.84% |
$1.76K - $1.9K
|
4.95K
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-47- 6.45% |
$1.97K - $2.12K
|
682
$30.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.5K- 35.64% |
$438K - $473K
|
18.9K
$842K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.07% |
$418 - $452
|
13.8K
$613K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-205- 1.34% |
$8.57K - $9.27K
|
15.1K
$671K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
580+ 8.12% |
$24.2K - $26.2K
|
7.72K
$344K
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
2.23K+ 4.87% |
$93.2K - $101K
|
48K
$2.14M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.23K- 7.34% |
$51.2K - $55.4K
|
15.5K
$689K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
490+ 20.04% |
$20.5K - $22.2K
|
2.94K
$131K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-417- 7.6% |
$17.4K - $18.9K
|
5.07K
$226K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-385- 23.05% |
$16.1K - $17.4K
|
1.29K
$57.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
224+ 12.41% |
$9.37K - $10.1K
|
2.03K
$90.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.76K+ 1708.74% |
$73.6K - $79.6K
|
1.86K
$82.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.55K+ 7.97% |
$106K - $115K
|
34.5K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11+ 0.19% |
$460 - $497
|
5.91K
$263K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-286- 0.23% |
$12K - $12.9K
|
122K
$5.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.71K+ 80.32% |
$239K - $258K
|
12.8K
$570K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10K+ 112.92% |
$418K - $453K
|
18.9K
$840K
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-2.17K- 14.88% |
$90.9K - $98.2K
|
12.4K
$554K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-231- 0.44% |
$9.66K - $10.4K
|
52.4K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-770- 12.95% |
$32.2K - $34.8K
|
5.18K
$230K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-250- 0.62% |
$10.5K - $11.3K
|
40.1K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.6M+ 121826.2% |
$67.1M - $72.5M
|
1.61M
$71.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
9New |
$376 - $407
|
9
$401
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
59.4K+ 253.1% |
$2.48M - $2.69M
|
82.9K
$3.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$1.25K - $1.36K
|
30
$1.34K
|
|