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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58New |
$1.97K - $2.1K
|
58
$2.17K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
650+ 214.52% |
$22.1K - $23.5K
|
953
$35.7K
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.13K+ 4.19% |
$72.3K - $76.9K
|
52.9K
$1.98M
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-820- 8.1% |
$27.9K - $29.7K
|
9.31K
$348K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 3.62% |
$2.31K - $2.46K
|
1.95K
$72.8K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
116New |
$3.94K - $4.19K
|
116
$4.34K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
9.21KNew |
$313K - $333K
|
9.21K
$345K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-70- 0.86% |
$2.38K - $2.53K
|
8.05K
$301K
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-920- 1.31% |
$31.3K - $33.3K
|
69.3K
$2.6M
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-121- 1.63% |
$4.11K - $4.38K
|
7.3K
$273K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
265+ 803.03% |
$9K - $9.58K
|
298
$11.2K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 3.13% |
$476 - $506
|
461
$17.3K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
191+ 3.29% |
$6.49K - $6.91K
|
6K
$225K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-282- 3.03% |
$9.58K - $10.2K
|
9.03K
$338K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
13K+ 11.98% |
$441K - $469K
|
121K
$4.54M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-259- 2.66% |
$8.8K - $9.37K
|
9.49K
$355K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45+ 250.0% |
$1.53K - $1.63K
|
63
$2.36K
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.44K+ 39.38% |
$117K - $124K
|
12.2K
$456K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
627+ 1.26% |
$21.3K - $22.7K
|
50.3K
$1.88M
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.73K- 1.98% |
$58.7K - $62.5K
|
85.5K
$3.2M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.88K+ 0.82% |
$63.8K - $67.9K
|
230K
$8.63M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 500.0% |
$170 - $181
|
6
$225
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.46KNew |
$49.4K - $52.6K
|
1.46K
$54.5K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
486New |
$16.5K - $17.6K
|
486
$18.2K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
25New |
$849 - $904
|
25
$936
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50+ 24.51% |
$1.7K - $1.81K
|
254
$9.51K
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.89K+ 1.86% |
$64.1K - $68.3K
|
104K
$3.88M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.72K+ 3.28% |
$126K - $134K
|
117K
$4.38M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-104- 36.49% |
$3.53K - $3.76K
|
181
$6.78K
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-5.42K- 2.35% |
$184K - $196K
|
225K
$8.42M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
392New |
$13.3K - $14.2K
|
392
$14.7K
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7.2K+ 4.45% |
$245K - $260K
|
169K
$6.33M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 9.09% |
$67.9 - $72.3
|
24
$899
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-41- 0.13% |
$1.39K - $1.48K
|
30.9K
$1.16M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
55+ 31.61% |
$1.87K - $1.99K
|
229
$8.57K
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
959+ 4.47% |
$32.6K - $34.7K
|
22.4K
$838K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
346New |
$11.8K - $12.5K
|
346
$13K
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
8.72K+ 5.34% |
$296K - $315K
|
172K
$6.44M
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
53+ 21.63% |
$1.8K - $1.92K
|
298
$11.2K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 18.24% |
$534K - $569K
|
102K
$3.82M
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
19K+ 14.39% |
$644K - $685K
|
151K
$5.64M
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-100- 0.31% |
$3.4K - $3.62K
|
32.1K
$1.2M
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-7.9K- 21.63% |
$268K - $286K
|
28.6K
$1.07M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
60+ 3.22% |
$2.04K - $2.17K
|
1.92K
$72K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.38K+ 10.13% |
$149K - $158K
|
47.6K
$1.78M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-64.7K- 30.48% |
$2.2M - $2.34M
|
147K
$5.52M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 15.21% |
$35.3K - $37.6K
|
7.87K
$295K
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
912+ 11.75% |
$31K - $33K
|
8.68K
$325K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.54KNew |
$188K - $200K
|
5.54K
$207K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.34K- 40.31% |
$147K - $157K
|
6.42K
$240K
|