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 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.68KNew |
$190K - $213K
|
5.68K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.48K+ 18.0% |
$149K - $168K
|
29.4K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.04% |
$167 - $187
|
13.8K
$579K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.8K- 56.74% |
$260K - $292K
|
5.95K
$250K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.86KNew |
$61.9K - $69.5K
|
1.86K
$78.1K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 13.01% |
$80.4K - $90.3K
|
16.1K
$678K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3K- 81.1% |
$99.9K - $112K
|
698
$29.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
429+ 0.54% |
$14.3K - $16.1K
|
79.5K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.49K- 47.96% |
$116K - $131K
|
3.79K
$159K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
303+ 0.33% |
$10.1K - $11.3K
|
92.9K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-729- 1.14% |
$24.3K - $27.3K
|
63.2K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.86K- 1.6% |
$329K - $369K
|
607K
$25.5M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
37New |
$1.23K - $1.39K
|
37
$1.56K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.24M- 2.57% |
$41.2M - $46.3M
|
46.8M
$1.97B
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13+ 2.7% |
$433 - $487
|
494
$20.8K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-997- 2.02% |
$33.2K - $37.3K
|
48.4K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.01K- 4.23% |
$33.8K - $37.9K
|
22.9K
$965K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.31K+ 75.6% |
$43.8K - $49.2K
|
3.05K
$128K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 15.7% |
$94.9K - $107K
|
15.3K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.02K+ 10.66% |
$134K - $150K
|
41.7K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-287- 50.35% |
$9.57K - $10.7K
|
283
$11.9K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.59K- 42.1% |
$186K - $209K
|
7.68K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
220+ 47.93% |
$7.33K - $8.24K
|
679
$28.6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.1K- 29.8% |
$670K - $753K
|
47.4K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-49- 0.3% |
$1.63K - $1.83K
|
16K
$674K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.68K+ 3.46% |
$123K - $138K
|
110K
$4.62M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-329- 11.5% |
$11K - $12.3K
|
2.53K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.51K+ 2.77% |
$184K - $206K
|
204K
$8.58M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.8K+ 2.55% |
$392K - $441K
|
473K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.75K+ 77.48% |
$58.3K - $65.4K
|
4K
$168K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.2K+ 4.22% |
$40K - $44.9K
|
29.7K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.31% |
$333 - $374
|
3.29K
$138K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.98K+ 9.03% |
$65.8K - $73.9K
|
23.9K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.66K- 52.81% |
$189K - $212K
|
5.06K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.67K- 56.53% |
$189K - $212K
|
4.36K
$183K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
18.3KNew |
$609K - $684K
|
18.3K
$768K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
107+ 113.83% |
$3.57K - $4.01K
|
201
$8.45K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-8.36K- 14.47% |
$279K - $313K
|
49.4K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-166- 3.81% |
$5.53K - $6.22K
|
4.19K
$176K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.53K- 6.63% |
$84.5K - $94.9K
|
35.7K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
109+ 32.73% |
$3.63K - $4.08K
|
442
$18.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-879- 1.51% |
$29.3K - $32.9K
|
57.3K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.01K+ 47.8% |
$33.6K - $37.7K
|
3.12K
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-49- 3.58% |
$1.63K - $1.83K
|
1.32K
$55.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19+ 0.12% |
$633 - $711
|
16K
$673K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2New |
$66.7 - $74.9
|
2
$84.1
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-608- 6.75% |
$20.3K - $22.8K
|
8.4K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
331+ 14.09% |
$11K - $12.4K
|
2.68K
$113K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23K- 53.99% |
$767K - $861K
|
19.6K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.16KNew |
$38.8K - $43.6K
|
1.16K
$49K
|