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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-11- 12.09% |
$374 - $398
|
80
$2.99K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.08K- 1.33% |
$70.6K - $75.2K
|
154K
$5.74M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-40- 6.56% |
$1.36K - $1.45K
|
570
$21.3K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
361K+ 336.56% |
$12.3M - $13.1M
|
468K
$17.5M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
48New |
$1.63K - $1.74K
|
48
$1.79K
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.26K- 71.98% |
$42.8K - $45.5K
|
490
$18.3K
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-82- 0.92% |
$2.79K - $2.97K
|
8.78K
$328K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-181- 0.87% |
$6.15K - $6.54K
|
20.5K
$767K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
417+ 1.62% |
$14.2K - $15.1K
|
26.2K
$979K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
55.9MNew |
$1.9B - $2.02B
|
55.9M
$2.09B
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61.6K- 8.42% |
$2.09M - $2.23M
|
670K
$25M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.08% |
$34 - $36.2
|
1.22K
$45.4K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01K+ 7.4% |
$34.4K - $36.7K
|
14.7K
$550K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.05K- 67.88% |
$69.5K - $74K
|
968
$36.2K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14New |
$476 - $506
|
14
$523
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.73% |
$747 - $796
|
3.06K
$114K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
467New |
$15.9K - $16.9K
|
467
$17.4K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
252New |
$8.56K - $9.11K
|
252
$9.41K
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
16.4KNew |
$557K - $593K
|
16.4K
$612K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
14.6K+ 3.19% |
$497K - $529K
|
473K
$17.7M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.1K- 14.33% |
$715K - $762K
|
126K
$4.7M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.55KNew |
$86.6K - $92.2K
|
2.55K
$95.2K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
16+ 0.16% |
$544 - $579
|
9.92K
$371K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-756- 9.55% |
$25.7K - $27.3K
|
7.16K
$268K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
863+ 2.17% |
$29.3K - $31.2K
|
40.7K
$1.52M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-1.57K- 5.84% |
$53.3K - $56.8K
|
25.3K
$945K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.41K- 0.78% |
$47.8K - $50.8K
|
180K
$6.71M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.46K+ 8605.88% |
$49.7K - $52.9K
|
1.48K
$55.3K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.47K+ 1.34% |
$83.8K - $89.2K
|
186K
$6.94M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
123New |
$4.18K - $4.45K
|
123
$4.59K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.94KNew |
$202K - $215K
|
5.94K
$222K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
217New |
$7.37K - $7.85K
|
217
$8.1K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-631- 1.44% |
$21.4K - $22.8K
|
43.2K
$1.61M
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-347- 0.92% |
$11.8K - $12.5K
|
37.4K
$1.4M
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$3.4K - $3.62K
|
100
$3.74K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.45K+ 15.63% |
$117K - $125K
|
25.6K
$955K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-205- 1.28% |
$6.96K - $7.41K
|
15.8K
$591K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.8K+ 4.74% |
$265K - $282K
|
172K
$6.44M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
599+ 28.08% |
$20.3K - $21.7K
|
2.73K
$102K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.68K+ 366.8% |
$159K - $169K
|
5.96K
$223K
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-287- 0.78% |
$9.75K - $10.4K
|
36.3K
$1.36M
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
143+ 0.63% |
$4.86K - $5.17K
|
22.7K
$848K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
750+ 2.76% |
$25.5K - $27.1K
|
28K
$1.04M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.03K- 1.49% |
$35.1K - $37.4K
|
68.3K
$2.55M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 1.61% |
$43.4K - $46.2K
|
80.8K
$3.02M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.58K- 21.59% |
$53.6K - $57.1K
|
5.73K
$214K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.38K- 76.33% |
$81K - $86.2K
|
739
$27.6K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
228New |
$7.75K - $8.24K
|
228
$8.52K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 5880.0% |
$89.9K - $95.7K
|
2.69K
$101K
|