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 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.54KNew |
$188K - $200K
|
5.54K
$196K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.34K- 40.31% |
$147K - $157K
|
6.42K
$228K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$3.4K - $3.62K
|
100
$3.55K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15.4KNew |
$523K - $557K
|
15.4K
$547K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41- 44.09% |
$1.36K - $1.46K
|
52
$1.84K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
525New |
$17.4K - $18.7K
|
525
$18.6K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-114- 0.28% |
$3.79K - $4.06K
|
40.9K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
48New |
$1.59K - $1.71K
|
48
$1.7K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
849New |
$28.2K - $30.2K
|
849
$30.1K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-238- 36.45% |
$7.9K - $8.47K
|
415
$14.7K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.5KNew |
$382K - $409K
|
11.5K
$408K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19New |
$631 - $676
|
19
$674
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
441New |
$14.6K - $15.7K
|
441
$15.6K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
74New |
$2.46K - $2.63K
|
74
$2.63K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
122New |
$4.05K - $4.34K
|
122
$4.33K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
520K+ 0.94% |
$17.3M - $18.5M
|
55.6M
$1.97B
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-306- 73.03% |
$10.2K - $10.9K
|
113
$4.01K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 22.02% |
$797 - $854
|
85
$3.02K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
102New |
$3.39K - $3.63K
|
102
$3.62K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.24K- 2.66% |
$240K - $258K
|
264K
$9.38M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.84KNew |
$227K - $243K
|
6.84K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.66KNew |
$55.1K - $59K
|
1.66K
$58.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
633New |
$21K - $22.5K
|
633
$22.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.64KNew |
$187K - $201K
|
5.64K
$200K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
33New |
$1.1K - $1.17K
|
33
$1.17K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-158- 19.39% |
$5.25K - $5.62K
|
657
$23.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
118New |
$3.92K - $4.2K
|
118
$4.19K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.45% |
$332 - $356
|
2.25K
$79.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.8K+ 41.13% |
$558K - $598K
|
57.7K
$2.05M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-55- 42.31% |
$1.83K - $1.96K
|
75
$2.66K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
8.6KNew |
$286K - $306K
|
8.6K
$305K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.04KNew |
$61.8K - $71.2K
|
2.04K
$72.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-176- 21.7% |
$5.32K - $6.14K
|
635
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.67KNew |
$50.6K - $58.4K
|
1.67K
$59.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19New |
$574 - $663
|
19
$674
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-732- 3.8% |
$22.1K - $25.5K
|
18.5K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10New |
$302 - $349
|
10
$355
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-486- 2.75% |
$14.7K - $16.9K
|
17.2K
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 59.09% |
$393 - $453
|
35
$1.24K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1New |
$30.2 - $34.9
|
1
$35.5
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
653New |
$19.7K - $22.8K
|
653
$23.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
49.7KNew |
$1.5M - $1.73M
|
49.7K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
197New |
$5.96K - $6.87K
|
197
$6.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
281New |
$8.49K - $9.8K
|
281
$9.97K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.03% |
$60.5 - $69.7
|
7.5K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.1KNew |
$215K - $248K
|
7.1K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
145+ 0.72% |
$4.38K - $5.06K
|
20.4K
$723K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.03KNew |
$61.4K - $70.8K
|
2.03K
$72.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.3KNew |
$403K - $465K
|
13.3K
$473K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
267New |
$8.07K - $9.31K
|
267
$9.47K
|
|