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 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
917+ 5.86% |
$30.2K - $38.6K
|
16.6K
$743K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-1.42K- 8.88% |
$46.9K - $59.8K
|
14.6K
$654K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 81.82% |
$890 - $1.14K
|
6
$269
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.85KNew |
$160K - $204K
|
4.85K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.88K- 8.27% |
$95.1K - $121K
|
32K
$1.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.58K+ 27.81% |
$52.1K - $66.5K
|
7.27K
$325K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.42K+ 0.77% |
$146K - $186K
|
582K
$26.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.51K- 14.32% |
$82.8K - $106K
|
15K
$674K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.56K- 38.94% |
$51.4K - $65.6K
|
2.45K
$110K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
351+ 0.18% |
$11.6K - $14.8K
|
196K
$8.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
499New |
$16.5K - $21K
|
499
$22.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.42K+ 16.92% |
$46.9K - $59.8K
|
9.82K
$440K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
73New |
$2.41K - $3.07K
|
73
$3.27K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.46K- 4.45% |
$81.2K - $104K
|
52.9K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.02K+ 15.36% |
$66.6K - $85K
|
15.2K
$680K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
154+ 0.27% |
$5.08K - $6.48K
|
56.9K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.72K- 13.85% |
$89.5K - $114K
|
16.9K
$757K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
41New |
$1.35K - $1.72K
|
41
$1.84K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
85New |
$2.8K - $3.57K
|
85
$3.81K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.8K+ 2.35% |
$158K - $202K
|
209K
$9.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.4K- 2.7% |
$540K - $689K
|
590K
$26.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
23+ 0.45% |
$758 - $967
|
5.08K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.83K+ 7.9% |
$291K - $371K
|
121K
$5.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.5K+ 0.53% |
$82.5K - $105K
|
476K
$21.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
369New |
$12.2K - $15.5K
|
369
$16.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
25+ 0.22% |
$824 - $1.05K
|
11.4K
$513K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-545- 6.49% |
$18K - $22.9K
|
7.86K
$352K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-435- 1.16% |
$14.3K - $18.3K
|
37.1K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-387- 57.0% |
$12.8K - $16.3K
|
292
$13.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.3K- 3.54% |
$75.7K - $96.5K
|
62.5K
$2.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
85New |
$2.8K - $3.57K
|
85
$3.81K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.22K+ 8.73% |
$139K - $178K
|
52.6K
$2.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.01% |
$33 - $42.1
|
8.79K
$394K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-158- 3.77% |
$5.21K - $6.64K
|
4.04K
$181K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-5.29K- 26.36% |
$174K - $222K
|
14.8K
$661K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.31K- 42.99% |
$43.3K - $55.2K
|
1.74K
$78K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
774+ 23.54% |
$25.5K - $32.5K
|
4.06K
$182K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-821- 91.94% |
$27.1K - $34.5K
|
72
$3.23K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
4.99KNew |
$165K - $210K
|
4.99K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.18K- 3.45% |
$71.8K - $91.6K
|
61K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
60New |
$1.98K - $2.52K
|
60
$2.69K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.65KNew |
$54.2K - $69.2K
|
1.65K
$73.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
915New |
$30.2K - $38.5K
|
915
$41K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
82+ 0.39% |
$2.7K - $3.45K
|
20.9K
$937K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.51K- 18.35% |
$82.8K - $106K
|
11.2K
$501K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-582- 3.64% |
$19.2K - $24.5K
|
15.4K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-120- 0.82% |
$3.96K - $5.05K
|
14.5K
$648K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-7.03K- 21.16% |
$232K - $296K
|
26.2K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-544- 7.08% |
$17.9K - $22.9K
|
7.14K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
569New |
$18.8K - $23.9K
|
569
$25.5K
|