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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21KNew |
$692K - $883K
|
21K
$883K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$385K - $491K
|
11.7K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.8K+ 4.15% |
$257K - $328K
|
196K
$8.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.8K+ 6.67% |
$224K - $286K
|
109K
$4.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.06KNew |
$200K - $255K
|
6.06K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.9KNew |
$195K - $248K
|
5.9K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.25K+ 18.94% |
$140K - $179K
|
26.7K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.09K+ 25.46% |
$135K - $172K
|
20.1K
$847K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.81K+ 156.86% |
$92.8K - $118K
|
4.61K
$194K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.34K+ 23.81% |
$44.1K - $56.3K
|
6.96K
$293K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
768+ 6.43% |
$25.3K - $32.3K
|
12.7K
$535K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
363New |
$12K - $15.3K
|
363
$15.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
317New |
$10.5K - $13.3K
|
317
$13.3K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
212+ 0.98% |
$6.99K - $8.91K
|
21.8K
$918K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 0.52% |
$2.77K - $3.53K
|
16.2K
$682K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
59+ 0.91% |
$1.95K - $2.48K
|
6.57K
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
58+ 0.77% |
$1.91K - $2.44K
|
7.62K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
55+ 0.02% |
$1.81K - $2.31K
|
266K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
51+ 0.14% |
$1.68K - $2.14K
|
36.6K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$1.45K - $1.85K
|
44
$1.85K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 12.86% |
$593 - $757
|
158
$6.65K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.53% |
$33 - $42.1
|
188
$7.91K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
166K+ 1248.1% |
$5.53M - $6.21M
|
179K
$7.53M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
100K+ 316.43% |
$3.34M - $3.76M
|
132K
$5.55M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
18.3KNew |
$609K - $684K
|
18.3K
$768K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
17.2KNew |
$575K - $646K
|
17.2K
$725K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.8K+ 2.55% |
$392K - $441K
|
473K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.25K+ 4.5% |
$308K - $346K
|
215K
$9.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.12K+ 7.84% |
$271K - $304K
|
112K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.53K+ 5.46% |
$251K - $282K
|
146K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.23KNew |
$241K - $271K
|
7.23K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.93K+ 24.43% |
$231K - $260K
|
35.3K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.68KNew |
$223K - $250K
|
6.68K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 8.45% |
$204K - $229K
|
78.6K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.06KNew |
$202K - $227K
|
6.06K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.96K+ 3.88% |
$199K - $223K
|
159K
$6.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.87KNew |
$196K - $220K
|
5.87K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.75K+ 14.55% |
$192K - $215K
|
45.3K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.68KNew |
$190K - $213K
|
5.68K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.61KNew |
$187K - $210K
|
5.61K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.51K+ 2.77% |
$184K - $206K
|
204K
$8.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$181K - $203K
|
5.43K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.74KNew |
$158K - $177K
|
4.74K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.51K+ 0.79% |
$150K - $169K
|
577K
$24.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.48K+ 18.0% |
$149K - $168K
|
29.4K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.06K+ 2.12% |
$135K - $152K
|
196K
$8.23M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.02K+ 10.66% |
$134K - $150K
|
41.7K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.82K+ 2.17% |
$127K - $143K
|
180K
$7.56M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.68K+ 3.46% |
$123K - $138K
|
110K
$4.62M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
3.19K+ 36.51% |
$106K - $119K
|
11.9K
$502K
|
|