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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 8.45% |
$204K - $229K
|
78.6K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.48K+ 24.44% |
$49.3K - $55.3K
|
7.53K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.02K- 11.82% |
$201K - $225K
|
44.9K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-114- 6.39% |
$3.8K - $4.27K
|
1.67K
$70.3K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-41- 0.19% |
$1.37K - $1.54K
|
21K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.91K- 32.9% |
$130K - $146K
|
7.98K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 28.57% |
$66.7 - $74.9
|
5
$210
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-53.5K- 67.38% |
$1.78M - $2M
|
25.9K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
600New |
$20K - $22.5K
|
600
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.93K+ 24.43% |
$231K - $260K
|
35.3K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
824+ 7.38% |
$27.5K - $30.9K
|
12K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.08K- 0.57% |
$35.9K - $40.3K
|
188K
$7.9M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
17.2KNew |
$575K - $646K
|
17.2K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.35K+ 10.25% |
$78.3K - $87.9K
|
25.3K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.96K+ 3.88% |
$199K - $223K
|
159K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.3K+ 59.09% |
$43.3K - $48.7K
|
3.5K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.7K- 38.31% |
$558K - $627K
|
27K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
398+ 631.75% |
$13.3K - $14.9K
|
461
$19.4K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.52K+ 732.85% |
$50.6K - $56.8K
|
1.72K
$72.5K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-645- 1.15% |
$21.5K - $24.1K
|
55.3K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.75K+ 14.55% |
$192K - $215K
|
45.3K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-697- 11.77% |
$23.2K - $26.1K
|
5.22K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.06KNew |
$202K - $227K
|
6.06K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-540- 3.38% |
$18K - $20.2K
|
15.4K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 0.21% |
$100 - $112
|
1.4K
$59K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
166K+ 1248.1% |
$5.53M - $6.21M
|
179K
$7.53M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33New |
$1.1K - $1.24K
|
33
$1.39K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.14K- 5.04% |
$38K - $42.7K
|
21.5K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46- 0.16% |
$1.53K - $1.72K
|
28.3K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87+ 870.0% |
$2.9K - $3.26K
|
97
$4.08K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 153.75% |
$37.6K - $42.2K
|
1.86K
$78.2K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
100K+ 316.43% |
$3.34M - $3.76M
|
132K
$5.55M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
129+ 1.94% |
$4.3K - $4.83K
|
6.78K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-19.9K- 29.13% |
$662K - $743K
|
48.3K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
80+ 666.67% |
$2.67K - $3K
|
92
$3.87K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488New |
$16.3K - $18.3K
|
488
$20.5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-729- 34.95% |
$24.3K - $27.3K
|
1.36K
$57.1K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-320- 2.0% |
$10.7K - $12K
|
15.7K
$659K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
266New |
$8.87K - $9.96K
|
266
$11.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-422- 11.27% |
$14.1K - $15.8K
|
3.32K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 6.71% |
$367 - $412
|
175
$7.36K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-502- 5.68% |
$16.7K - $18.8K
|
8.34K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.53K+ 5.46% |
$251K - $282K
|
146K
$6.12M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.25K+ 4.5% |
$308K - $346K
|
215K
$9.02M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.87K+ 31.56% |
$62.4K - $70.1K
|
7.81K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.61KNew |
$187K - $210K
|
5.61K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-876- 66.41% |
$29.2K - $32.8K
|
443
$18.6K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 3.7% |
$100 - $112
|
78
$3.28K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.68KNew |
$223K - $250K
|
6.68K
$281K
|