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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
37New |
$1.55K - $1.67K
|
37
$1.65K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
54+ 0.04% |
$2.26K - $2.44K
|
121K
$5.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-834- 3.97% |
$34.9K - $37.7K
|
20.2K
$898K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
311New |
$13K - $14.1K
|
311
$13.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
662New |
$27.7K - $29.9K
|
662
$29.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-82- 22.59% |
$3.43K - $3.71K
|
281
$12.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
32New |
$1.34K - $1.45K
|
32
$1.42K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-380- 1.19% |
$15.9K - $17.2K
|
31.5K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.39K- 34.35% |
$57.9K - $62.7K
|
2.65K
$118K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-555- 1.52% |
$23.2K - $25.1K
|
36K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.87K+ 1.45% |
$162K - $175K
|
270K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-3.26K- 6.59% |
$136K - $147K
|
46.2K
$2.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
58New |
$2.42K - $2.62K
|
58
$2.58K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.83K+ 1.73% |
$202K - $218K
|
283K
$12.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 8.78% |
$59.5K - $64.4K
|
17.6K
$786K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6K+ 6.4% |
$529K - $572K
|
210K
$9.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.81K- 61.07% |
$118K - $127K
|
1.79K
$79.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
513+ 3.38% |
$21.4K - $23.2K
|
15.7K
$698K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
599+ 0.42% |
$25K - $27.1K
|
143K
$6.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
73New |
$3.05K - $3.3K
|
73
$3.25K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22+ 3.46% |
$920 - $995
|
657
$29.2K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
255+ 0.23% |
$10.7K - $11.5K
|
109K
$4.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.12K+ 32.2% |
$88.5K - $95.7K
|
8.69K
$387K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.69K+ 9.79% |
$112K - $122K
|
30.1K
$1.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.77K- 0.82% |
$73.8K - $79.8K
|
214K
$9.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-1.9K- 1.74% |
$79.2K - $85.7K
|
107K
$4.76M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.43K+ 16.62% |
$80.2K - $102K
|
17.1K
$760K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
38New |
$1.25K - $1.6K
|
38
$1.69K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
203+ 12.15% |
$6.69K - $8.54K
|
1.87K
$83.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 20.0% |
$49.6K - $63.3K
|
6.02K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8- 6.61% |
$264 - $336
|
113
$5.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
15.8KNew |
$521K - $665K
|
15.8K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.7KNew |
$1.74M - $2.22M
|
52.7K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.46% |
$1.15K - $1.47K
|
7.69K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38KNew |
$1.25M - $1.6M
|
38K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.38K+ 26.4% |
$45.5K - $58K
|
6.6K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-123- 26.68% |
$4.06K - $5.17K
|
338
$15K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-174- 90.16% |
$5.74K - $7.32K
|
19
$846
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 3.13% |
$33 - $42.1
|
33
$1.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-245- 92.11% |
$8.08K - $10.3K
|
21
$935
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 16.85% |
$41.7K - $53.2K
|
8.77K
$390K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.45% |
$297 - $378
|
2K
$89.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
370+ 24.85% |
$12.2K - $15.6K
|
1.86K
$82.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.29K- 5.39% |
$42.4K - $54.1K
|
22.6K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
410New |
$13.5K - $17.2K
|
410
$18.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
217New |
$7.15K - $9.12K
|
217
$9.66K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.23KNew |
$73.6K - $93.9K
|
2.23K
$99.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-80- 86.96% |
$2.64K - $3.36K
|
12
$534
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.81% |
$33 - $42.1
|
125
$5.57K
|
|