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 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 153.75% |
$37.6K - $42.2K
|
1.86K
$83.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488New |
$16.3K - $18.3K
|
488
$21.9K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.87K+ 31.56% |
$62.4K - $70.1K
|
7.81K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.61KNew |
$187K - $210K
|
5.61K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.68KNew |
$223K - $250K
|
6.68K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 3.7% |
$100 - $112
|
78
$3.49K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-876- 66.41% |
$29.2K - $32.8K
|
443
$19.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.48K+ 18.0% |
$149K - $168K
|
29.4K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.04% |
$167 - $187
|
13.8K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.8K- 56.74% |
$260K - $292K
|
5.95K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
37New |
$1.23K - $1.39K
|
37
$1.66K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
303+ 0.33% |
$10.1K - $11.3K
|
92.9K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-287- 50.35% |
$9.57K - $10.7K
|
283
$12.7K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 15.7% |
$94.9K - $107K
|
15.3K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.2K+ 4.22% |
$40K - $44.9K
|
29.7K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
109+ 32.73% |
$3.63K - $4.08K
|
442
$19.8K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
107+ 113.83% |
$3.57K - $4.01K
|
201
$9K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.16KNew |
$38.8K - $43.6K
|
1.16K
$52.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
331+ 14.09% |
$11K - $12.4K
|
2.68K
$120K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2New |
$66.7 - $74.9
|
2
$89.6
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
55New |
$1.83K - $2.06K
|
55
$2.46K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31New |
$1.03K - $1.16K
|
31
$1.39K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.31% |
$100 - $112
|
962
$43.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.74KNew |
$158K - $177K
|
4.74K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-16- 50.0% |
$533 - $599
|
16
$717
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$181K - $203K
|
5.43K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 15.65% |
$2.73K - $3.07K
|
442
$19.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24New |
$800 - $899
|
24
$1.08K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 8.57% |
$100 - $112
|
38
$1.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-249- 15.5% |
$8.3K - $9.32K
|
1.36K
$60.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
500+ 5.24% |
$16.7K - $18.7K
|
10.1K
$450K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.87KNew |
$196K - $220K
|
5.87K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
3.19K+ 36.51% |
$106K - $119K
|
11.9K
$534K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
929New |
$31K - $34.8K
|
929
$41.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-21- 18.58% |
$700 - $786
|
92
$4.12K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
964+ 9.47% |
$32.7K - $36.7K
|
11.1K
$499K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
136New |
$4.61K - $5.17K
|
136
$6.09K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
16New |
$543 - $608
|
16
$717
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.06% |
$882 - $989
|
40.9K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-417- 3.1% |
$14.1K - $15.9K
|
13K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.34KNew |
$45.4K - $50.8K
|
1.34K
$59.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
848New |
$28.8K - $32.2K
|
848
$38K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 2.78% |
$67.8 - $76.1
|
74
$3.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.39K+ 10.76% |
$47.1K - $52.9K
|
14.3K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.09K- 1.4% |
$173K - $194K
|
360K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.59KNew |
$53.8K - $60.4K
|
1.59K
$71.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
99+ 116.47% |
$3.36K - $3.76K
|
184
$8.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
14New |
$475 - $532
|
14
$627
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
664New |
$22.5K - $25.3K
|
664
$29.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4New |
$136 - $152
|
4
$179
|
|