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 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.53K+ 168.06% |
$64K - $69.2K
|
2.44K
$109K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.78K- 37.5% |
$242K - $261K
|
9.63K
$429K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-27- 1.18% |
$1.13K - $1.22K
|
2.26K
$101K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-106- 1.72% |
$4.43K - $4.79K
|
6.05K
$269K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-186- 0.03% |
$7.78K - $8.41K
|
581K
$25.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.02% |
$41.8 - $45.2
|
5.09K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
212New |
$8.86K - $9.58K
|
212
$9.44K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
263+ 0.46% |
$11K - $11.9K
|
57.2K
$2.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-3.39K- 3.05% |
$142K - $153K
|
108K
$4.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
30+ 0.21% |
$1.25K - $1.36K
|
14.5K
$646K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-445- 1.57% |
$18.6K - $20.1K
|
27.8K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.54K+ 4.46% |
$148K - $160K
|
82.9K
$3.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
1.79K+ 9.45% |
$74.8K - $80.9K
|
20.7K
$923K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.26KNew |
$94.4K - $102K
|
2.26K
$101K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-919- 1.42% |
$38.4K - $41.5K
|
63.9K
$2.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$457K - $494K
|
10.9K
$486K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
24.6KNew |
$1.03M - $1.11M
|
24.6K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18- 11.39% |
$753 - $814
|
140
$6.23K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11.1K- 1.89% |
$466K - $504K
|
579K
$25.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-169- 2.98% |
$7.07K - $7.64K
|
5.5K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-193- 0.52% |
$8.07K - $8.73K
|
36.9K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7New |
$293 - $316
|
7
$312
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.34K+ 3.75% |
$307K - $332K
|
203K
$9.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.62K- 98.18% |
$67.5K - $73K
|
30
$1.34K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.76K- 7.61% |
$199K - $215K
|
57.8K
$2.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
75New |
$3.14K - $3.39K
|
75
$3.34K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-42- 0.87% |
$1.76K - $1.9K
|
4.81K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-118- 0.73% |
$4.93K - $5.33K
|
16.1K
$717K
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
143KNew |
$5.97M - $6.45M
|
143K
$6.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-60.7K- 71.06% |
$2.54M - $2.74M
|
24.7K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-307- 2.42% |
$12.8K - $13.9K
|
12.4K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-342- 5.68% |
$14.3K - $15.5K
|
5.68K
$253K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.74K- 11.77% |
$72.6K - $78.5K
|
13K
$580K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.44K- 2.58% |
$228K - $246K
|
206K
$9.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-230- 2.06% |
$9.62K - $10.4K
|
11K
$487K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.41K+ 21.92% |
$185K - $200K
|
24.5K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.14K- 62.19% |
$131K - $142K
|
1.91K
$85K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.27K- 14.14% |
$346K - $374K
|
50.2K
$2.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10New |
$418 - $452
|
10
$445
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 70.0% |
$293 - $316
|
17
$757
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52K+ 24.99% |
$63.3K - $68.5K
|
7.58K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-287- 3.65% |
$12K - $13K
|
7.57K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 0.54% |
$251 - $271
|
1.11K
$49.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.09KNew |
$213K - $230K
|
5.09K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
962New |
$40.2K - $43.5K
|
962
$42.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 4.76% |
$83.6 - $90.4
|
40
$1.78K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-76- 0.36% |
$3.18K - $3.44K
|
20.8K
$928K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
395+ 0.2% |
$16.5K - $17.9K
|
196K
$8.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.72K- 24.74% |
$72K - $77.8K
|
5.24K
$233K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.56KNew |
$191K - $206K
|
4.56K
$203K
|
|