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 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
263K+ 146.76% |
$8.67M - $11.1M
|
442K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
217New |
$7.15K - $9.12K
|
217
$9.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
410New |
$13.5K - $17.2K
|
410
$18.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
956+ 0.87% |
$31.5K - $40.2K
|
111K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-80- 86.96% |
$2.64K - $3.36K
|
12
$538
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.54K- 10.11% |
$150K - $191K
|
40.4K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.81% |
$33 - $42.1
|
125
$5.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61- 34.86% |
$2.01K - $2.57K
|
114
$5.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
190+ 20.61% |
$6.26K - $7.99K
|
1.11K
$49.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-351- 0.74% |
$11.6K - $14.8K
|
47K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.74K+ 52.29% |
$57.3K - $73.1K
|
5.06K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.08K+ 9.78% |
$134K - $171K
|
45.7K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.93K- 9.06% |
$162K - $207K
|
49.4K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.54K+ 5.26% |
$83.7K - $107K
|
50.9K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.23KNew |
$73.6K - $93.9K
|
2.23K
$100K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 303.24% |
$49.4K - $63K
|
1.99K
$89.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
83+ 11.89% |
$2.74K - $3.49K
|
781
$35K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
575+ 3.57% |
$19K - $24.2K
|
16.7K
$748K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8New |
$264 - $336
|
8
$358
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-25- 0.42% |
$824 - $1.05K
|
5.98K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
434New |
$14.3K - $18.2K
|
434
$19.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.63K- 64.66% |
$153K - $195K
|
2.53K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 13.82% |
$38K - $48.5K
|
7.19K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43.2KNew |
$1.42M - $1.81M
|
43.2K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
28.3KNew |
$932K - $1.19M
|
28.3K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 0.3% |
$132 - $168
|
1.32K
$59K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 447.12% |
$451K - $575K
|
16.7K
$749K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
968+ 22.21% |
$31.9K - $40.7K
|
5.33K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2K- 10.95% |
$65.9K - $84.1K
|
16.3K
$729K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 4.44% |
$1.02K - $1.3K
|
729
$32.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.51KNew |
$215K - $274K
|
6.51K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100+ 0.47% |
$3.3K - $4.21K
|
21.6K
$968K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-540- 0.34% |
$17.8K - $22.7K
|
159K
$7.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-1.01K- 77.64% |
$33.4K - $42.6K
|
292
$13.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.91K- 4.21% |
$261K - $332K
|
180K
$8.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-882- 28.3% |
$29.1K - $37.1K
|
2.24K
$100K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
27+ 0.44% |
$890 - $1.14K
|
6.16K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8New |
$264 - $336
|
8
$358
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
300New |
$9.89K - $12.6K
|
300
$13.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.51K+ 14.68% |
$149K - $190K
|
35.2K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.9K+ 7.41% |
$194K - $248K
|
85.4K
$3.83M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-187- 10.07% |
$6.17K - $7.86K
|
1.67K
$74.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
119New |
$3.92K - $5K
|
119
$5.33K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.69KNew |
$188K - $239K
|
5.69K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
530+ 2.31% |
$17.5K - $22.3K
|
23.5K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-245- 9.68% |
$8.08K - $10.3K
|
2.29K
$102K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15.4K+ 31.11% |
$507K - $647K
|
64.8K
$2.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.71K- 3.17% |
$188K - $240K
|
174K
$7.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.27K+ 1298.98% |
$42K - $53.5K
|
1.37K
$61.4K
|