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 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.84KNew |
$227K - $243K
|
6.84K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.24K- 2.66% |
$240K - $258K
|
264K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.66KNew |
$55.1K - $59K
|
1.66K
$69.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
633New |
$21K - $22.5K
|
633
$26.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.64KNew |
$187K - $201K
|
5.64K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
33New |
$1.1K - $1.17K
|
33
$1.39K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-158- 19.39% |
$5.25K - $5.62K
|
657
$27.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
118New |
$3.92K - $4.2K
|
118
$4.96K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.45% |
$332 - $356
|
2.25K
$94.5K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-55- 42.31% |
$1.83K - $1.96K
|
75
$3.15K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
8.6KNew |
$286K - $306K
|
8.6K
$362K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.04KNew |
$61.8K - $71.2K
|
2.04K
$85.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.67KNew |
$50.6K - $58.4K
|
1.67K
$70.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19New |
$574 - $663
|
19
$799
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-732- 3.8% |
$22.1K - $25.5K
|
18.5K
$779K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
49.7KNew |
$1.5M - $1.73M
|
49.7K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 59.09% |
$393 - $453
|
35
$1.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
653New |
$19.7K - $22.8K
|
653
$27.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1New |
$30.2 - $34.9
|
1
$42.1
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-486- 2.75% |
$14.7K - $16.9K
|
17.2K
$722K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
197New |
$5.96K - $6.87K
|
197
$8.29K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
281New |
$8.49K - $9.8K
|
281
$11.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.03KNew |
$61.4K - $70.8K
|
2.03K
$85.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
145+ 0.72% |
$4.38K - $5.06K
|
20.4K
$858K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.1KNew |
$215K - $248K
|
7.1K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.3KNew |
$403K - $465K
|
13.3K
$561K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
267New |
$8.07K - $9.31K
|
267
$11.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
387New |
$11.7K - $13.5K
|
387
$16.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.72KNew |
$203K - $234K
|
6.72K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
455New |
$13.8K - $15.9K
|
455
$19.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-690- 97.87% |
$20.9K - $24.1K
|
15
$631
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
89New |
$2.69K - $3.1K
|
89
$3.74K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-629- 8.6% |
$19K - $21.9K
|
6.68K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
82New |
$2.48K - $2.86K
|
82
$3.45K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
233New |
$7.04K - $8.12K
|
233
$9.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-97- 17.11% |
$2.93K - $3.38K
|
470
$19.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.1KNew |
$33.3K - $38.4K
|
1.1K
$46.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
39New |
$1.18K - $1.36K
|
39
$1.64K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.29KNew |
$39.1K - $45.1K
|
1.29K
$54.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-54.2K- 30.07% |
$1.64M - $1.89M
|
126K
$5.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
92New |
$2.78K - $3.21K
|
92
$3.87K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-176- 21.7% |
$5.32K - $6.14K
|
635
$26.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300New |
$9.07K - $10.5K
|
300
$12.6K
|
|
| Q3 2023 | |||||||
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-139Closed |
$4.46K - $4.83K
|
0
$0
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
48New |
$1.54K - $1.67K
|
48
$2.02K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
32New |
$1.03K - $1.11K
|
32
$1.35K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
265New |
$8.5K - $9.21K
|
265
$11.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.7K- 61.67% |
$376K - $407K
|
7.29K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.75K+ 84.07% |
$249K - $269K
|
17K
$714K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
82New |
$2.63K - $2.85K
|
82
$3.45K
|
|