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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.47K+ 21.25% |
$175K - $190K
|
31.2K
$1.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$333K - $360K
|
10.4K
$436K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
51New |
$1.64K - $1.77K
|
51
$2.15K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-101- 74.26% |
$3.24K - $3.51K
|
35
$1.47K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.89K- 34.33% |
$157K - $170K
|
9.35K
$393K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43+ 0.32% |
$1.39K - $1.47K
|
13.4K
$565K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
306New |
$9.89K - $10.5K
|
306
$12.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.08KNew |
$34.8K - $36.8K
|
1.08K
$45.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5- 5.81% |
$162 - $171
|
81
$3.41K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-132- 27.1% |
$4.27K - $4.51K
|
355
$14.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.77K- 10.26% |
$57.1K - $60.4K
|
15.4K
$649K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
191New |
$6.18K - $6.53K
|
191
$8.03K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1- 0.02% |
$32.3 - $34.2
|
6.43K
$270K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-300- 3.99% |
$9.7K - $10.3K
|
7.22K
$303K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
700New |
$22.6K - $23.9K
|
700
$29.4K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
213New |
$6.89K - $7.28K
|
213
$8.96K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
139+ 23.56% |
$4.49K - $4.75K
|
729
$30.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-179- 1.19% |
$5.79K - $6.12K
|
14.8K
$624K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.13KNew |
$36.5K - $38.6K
|
1.13K
$47.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
521New |
$16.8K - $17.8K
|
521
$21.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19New |
$614 - $650
|
19
$799
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-16- 4.8% |
$517 - $547
|
317
$13.3K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-129Closed |
$4.03K - $4.4K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$31.2 - $34.1
|
2K
$84.2K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.69KNew |
$52.8K - $57.6K
|
1.69K
$71.1K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 8.16% |
$125 - $136
|
45
$1.89K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50New |
$1.56K - $1.7K
|
50
$2.1K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.31KNew |
$197K - $215K
|
6.31K
$265K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
193New |
$6.03K - $6.58K
|
193
$8.12K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.3KNew |
$1.13M - $1.24M
|
36.3K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.15KNew |
$35.8K - $39K
|
1.15K
$48.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
586New |
$18.3K - $20K
|
586
$24.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11New |
$344 - $375
|
11
$463
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9New |
$281 - $307
|
9
$379
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
99New |
$3.09K - $3.37K
|
99
$4.16K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.4KClosed |
$389K - $464K
|
0
$0
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
130New |
$3.5K - $4.17K
|
130
$5.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
59.9KNew |
$1.61M - $1.92M
|
59.9K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.22% |
$26.9 - $32.1
|
457
$19.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
17KNew |
$458K - $546K
|
17K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 100.0% |
$4.04K - $4.82K
|
300
$12.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.8KNew |
$560K - $667K
|
20.8K
$874K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
166KNew |
$4.47M - $5.32M
|
166K
$6.97M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
9.51KNew |
$256K - $305K
|
9.51K
$400K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.07KNew |
$28.8K - $34.3K
|
1.07K
$44.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-53- 13.32% |
$1.43K - $1.7K
|
345
$14.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
17.2KNew |
$465K - $554K
|
17.2K
$725K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.01K- 21.83% |
$54K - $64.4K
|
7.18K
$302K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
118New |
$3.18K - $3.79K
|
118
$4.96K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
90New |
$2.42K - $2.89K
|
90
$3.79K
|
|