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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
117New |
$3.97K - $4.45K
|
117
$5.24K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
671New |
$22.8K - $25.5K
|
671
$30.1K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
20New |
$678 - $761
|
20
$896
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.58KNew |
$53.5K - $60K
|
1.58K
$70.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
139New |
$4.71K - $5.29K
|
139
$6.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
39+ 1300.0% |
$1.32K - $1.48K
|
42
$1.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10New |
$339 - $380
|
10
$448
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 3.13% |
$136 - $152
|
132
$5.91K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13+ 2.8% |
$441 - $494
|
477
$21.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
526New |
$17.8K - $20K
|
526
$23.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
463New |
$15.7K - $17.6K
|
463
$20.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$5.9K - $6.62K
|
174
$7.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-821- 9.4% |
$27.8K - $31.2K
|
7.91K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.26% |
$33.9 - $38
|
20
$896
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$1.15K - $1.29K
|
34
$1.52K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 23.08% |
$305 - $342
|
30
$1.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
161New |
$5.46K - $6.12K
|
161
$7.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
52+ 2.77% |
$1.76K - $1.98K
|
1.93K
$86.4K
|
|
| Q3 2024 | |||||||
|
Sep 09, 2025
Q3 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-24- 0.4% |
$812 - $924
|
5.96K
$267K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50- 19.69% |
$1.69K - $1.93K
|
204
$9.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-208- 87.03% |
$7.04K - $8.01K
|
31
$1.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-595- 97.06% |
$20.1K - $22.9K
|
18
$806
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.75KNew |
$296K - $337K
|
8.75K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
75New |
$2.54K - $2.89K
|
75
$3.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
334New |
$11.3K - $12.9K
|
334
$15K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.9KNew |
$267K - $304K
|
7.9K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
594+ 2.26% |
$20.1K - $22.9K
|
26.8K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
294+ 2.26% |
$9.95K - $11.3K
|
13.3K
$596K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-310- 3.12% |
$10.5K - $11.9K
|
9.61K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
38New |
$1.29K - $1.46K
|
38
$1.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.36K- 87.11% |
$114K - $129K
|
497
$22.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.34K- 90.81% |
$45.5K - $51.7K
|
136
$6.09K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
42New |
$1.42K - $1.62K
|
42
$1.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64K+ 2.26% |
$89.5K - $102K
|
120K
$5.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-53- 17.79% |
$1.79K - $2.04K
|
245
$11K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-270- 36.54% |
$9.14K - $10.4K
|
469
$21K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
158New |
$5.35K - $6.08K
|
158
$7.08K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.22KNew |
$41.3K - $47K
|
1.22K
$54.7K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
233+ 7.07% |
$7.92K - $8.43K
|
3.53K
$158K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7New |
$238 - $253
|
7
$314
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
8.55KNew |
$290K - $309K
|
8.55K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.84K+ 40.21% |
$96.3K - $103K
|
9.89K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.47% |
$34 - $36.2
|
69
$3.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
26.6K+ 379314.28% |
$902K - $960K
|
26.6K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.82KNew |
$266K - $283K
|
7.82K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.08K- 1.33% |
$70.6K - $75.2K
|
154K
$6.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
48New |
$1.63K - $1.74K
|
48
$2.15K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
467New |
$15.9K - $16.9K
|
467
$20.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-756- 9.55% |
$25.7K - $27.3K
|
7.16K
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
2.55KNew |
$86.6K - $92.2K
|
2.55K
$114K
|
|