Latest Institutional Purchases of Schwab Fundamental Intl Small (FNDC)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Small (FNDC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
263K+ 146.76% |
$8.67M - $11.1M
|
442K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.7KNew |
$1.74M - $2.22M
|
52.7K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43.2KNew |
$1.42M - $1.81M
|
43.2K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38KNew |
$1.25M - $1.6M
|
38K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
28.3KNew |
$932K - $1.19M
|
28.3K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21KNew |
$692K - $883K
|
21K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
15.8KNew |
$521K - $665K
|
15.8K
$687K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15.4K+ 31.11% |
$507K - $647K
|
64.8K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 447.12% |
$451K - $575K
|
16.7K
$727K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$385K - $491K
|
11.7K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 13.21% |
$342K - $436K
|
89K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.83K+ 7.9% |
$291K - $371K
|
121K
$5.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.8K+ 4.15% |
$257K - $328K
|
196K
$8.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.8K+ 6.67% |
$224K - $286K
|
109K
$4.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.51KNew |
$215K - $274K
|
6.51K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.4K+ 259.16% |
$211K - $269K
|
8.86K
$385K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.06KNew |
$200K - $255K
|
6.06K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.9KNew |
$195K - $248K
|
5.9K
$257K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.9K+ 7.41% |
$194K - $248K
|
85.4K
$3.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.69KNew |
$188K - $239K
|
5.69K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
4.99KNew |
$165K - $210K
|
4.99K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.85KNew |
$160K - $204K
|
4.85K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.8K+ 2.35% |
$158K - $202K
|
209K
$9.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.72K+ 30.59% |
$156K - $198K
|
20.1K
$876K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.51K+ 14.68% |
$149K - $190K
|
35.2K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.42K+ 0.77% |
$146K - $186K
|
582K
$25.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.25K+ 18.94% |
$140K - $179K
|
26.7K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.22K+ 8.73% |
$139K - $178K
|
52.6K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.09K+ 25.46% |
$135K - $172K
|
20.1K
$876K
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.08K+ 9.78% |
$134K - $171K
|
45.7K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.81K+ 156.86% |
$92.8K - $118K
|
4.61K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.54K+ 5.26% |
$83.7K - $107K
|
50.9K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.5K+ 0.53% |
$82.5K - $105K
|
476K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.23KNew |
$73.6K - $93.9K
|
2.23K
$97K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.02K+ 15.36% |
$66.6K - $85K
|
15.2K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 27.36% |
$65.2K - $83.1K
|
9.2K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.74K+ 52.29% |
$57.3K - $73.1K
|
5.06K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.65KNew |
$54.2K - $69.2K
|
1.65K
$71.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.58K+ 27.81% |
$52.1K - $66.5K
|
7.27K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 303.24% |
$49.4K - $63K
|
1.99K
$86.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.42K+ 16.92% |
$46.9K - $59.8K
|
9.82K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.34K+ 23.81% |
$44.1K - $56.3K
|
6.96K
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.27K+ 1298.98% |
$42K - $53.5K
|
1.37K
$59.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 16.85% |
$41.7K - $53.2K
|
8.77K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.15K+ 2.0% |
$37.8K - $48.2K
|
58.5K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
968+ 22.21% |
$31.9K - $40.7K
|
5.33K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
956+ 0.87% |
$31.5K - $40.2K
|
111K
$4.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
917+ 5.86% |
$30.2K - $38.6K
|
16.6K
$721K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
915New |
$30.2K - $38.5K
|
915
$39.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
774+ 23.54% |
$25.5K - $32.5K
|
4.06K
$177K
|