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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.12K+ 7.84% |
$271K - $304K
|
112K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
55New |
$1.83K - $2.06K
|
55
$2.31K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31New |
$1.03K - $1.16K
|
31
$1.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-12.2K- 15.79% |
$405K - $455K
|
64.8K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.31% |
$100 - $112
|
962
$40.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
205+ 2.39% |
$6.83K - $7.68K
|
8.79K
$370K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.74KNew |
$158K - $177K
|
4.74K
$199K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.06K+ 2.12% |
$135K - $152K
|
196K
$8.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.36K+ 7.26% |
$78.6K - $88.3K
|
34.9K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$181K - $203K
|
5.43K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
174+ 915.79% |
$5.8K - $6.51K
|
193
$8.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-16- 50.0% |
$533 - $599
|
16
$673
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.51K+ 0.79% |
$150K - $169K
|
577K
$24.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 15.65% |
$2.73K - $3.07K
|
442
$18.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 11.25% |
$41.8K - $46.9K
|
12.4K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
665+ 4.78% |
$22.2K - $24.9K
|
14.6K
$614K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24New |
$800 - $899
|
24
$1.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.31K+ 18.46% |
$43.6K - $49K
|
8.4K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
821+ 1140.28% |
$27.4K - $30.7K
|
893
$37.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-989- 6.74% |
$33K - $37K
|
13.7K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.02K+ 18.16% |
$67.4K - $75.7K
|
13.2K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
121+ 0.32% |
$4.03K - $4.53K
|
37.5K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.15K+ 2.07% |
$38.4K - $43.1K
|
56.8K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.82K+ 2.17% |
$127K - $143K
|
180K
$7.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
98New |
$3.27K - $3.67K
|
98
$4.12K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
250+ 1.68% |
$8.34K - $9.36K
|
15.2K
$638K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-62.7K- 65.36% |
$2.09M - $2.35M
|
33.2K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.71K- 19.02% |
$157K - $176K
|
20K
$843K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 8.57% |
$100 - $112
|
38
$1.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-249- 15.5% |
$8.3K - $9.32K
|
1.36K
$57.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
500+ 5.24% |
$16.7K - $18.7K
|
10.1K
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.32K- 5.96% |
$44K - $49.4K
|
20.8K
$877K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.87KNew |
$196K - $220K
|
5.87K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
3.19K+ 36.51% |
$106K - $119K
|
11.9K
$502K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.84K- 3.27% |
$61.3K - $68.9K
|
54.4K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
929New |
$31K - $34.8K
|
929
$39.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-21- 18.58% |
$700 - $786
|
92
$3.87K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-190K- 41.25% |
$6.43M - $7.21M
|
270K
$11.4M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
136New |
$4.61K - $5.17K
|
136
$5.72K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
16New |
$543 - $608
|
16
$673
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.31KNew |
$44.3K - $49.7K
|
1.31K
$54.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.45K- 4.5% |
$49K - $55K
|
30.7K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.06% |
$882 - $989
|
40.9K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-417- 3.1% |
$14.1K - $15.9K
|
13K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-180- 10.78% |
$6.11K - $6.85K
|
1.49K
$62.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
121New |
$4.1K - $4.6K
|
121
$5.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.34KNew |
$45.4K - $50.8K
|
1.34K
$56.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121+ 20.97% |
$4.1K - $4.6K
|
698
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
848New |
$28.8K - $32.2K
|
848
$35.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 2.78% |
$67.8 - $76.1
|
74
$3.11K
|
|