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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
569New |
$18.8K - $23.9K
|
569
$25.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
499New |
$16.5K - $21K
|
499
$22.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
434New |
$14.3K - $18.2K
|
434
$19.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
410New |
$13.5K - $17.2K
|
410
$18.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
370+ 24.85% |
$12.2K - $15.6K
|
1.86K
$82.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
369New |
$12.2K - $15.5K
|
369
$16.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
317New |
$10.5K - $13.3K
|
317
$14.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
300New |
$9.89K - $12.6K
|
300
$13.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
217New |
$7.15K - $9.12K
|
217
$9.66K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
212+ 0.98% |
$6.99K - $8.91K
|
21.8K
$972K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
203+ 12.15% |
$6.69K - $8.54K
|
1.87K
$83.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
119New |
$3.92K - $5K
|
119
$5.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
85New |
$2.8K - $3.57K
|
85
$3.78K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
85New |
$2.8K - $3.57K
|
85
$3.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
73New |
$2.41K - $3.07K
|
73
$3.25K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
58+ 0.77% |
$1.91K - $2.44K
|
7.62K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$1.45K - $1.85K
|
44
$1.96K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
41New |
$1.35K - $1.72K
|
41
$1.83K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
38New |
$1.25K - $1.6K
|
38
$1.69K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.46% |
$1.15K - $1.47K
|
7.69K
$342K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
25+ 0.22% |
$824 - $1.05K
|
11.4K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.45% |
$297 - $378
|
2K
$89.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8New |
$264 - $336
|
8
$356
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8New |
$264 - $336
|
8
$356
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 3.13% |
$33 - $42.1
|
33
$1.47K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.81% |
$33 - $42.1
|
125
$5.57K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.01% |
$33 - $42.1
|
8.79K
$391K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.53% |
$33 - $42.1
|
188
$8.37K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
17.2KNew |
$575K - $646K
|
17.2K
$768K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.68KNew |
$223K - $250K
|
6.68K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.87KNew |
$196K - $220K
|
5.87K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.61KNew |
$187K - $210K
|
5.61K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$181K - $203K
|
5.43K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.74KNew |
$158K - $177K
|
4.74K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
3.19K+ 36.51% |
$106K - $119K
|
11.9K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.87K+ 31.56% |
$62.4K - $70.1K
|
7.81K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.52K+ 732.85% |
$50.6K - $56.8K
|
1.72K
$76.8K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.3K+ 59.09% |
$43.3K - $48.7K
|
3.5K
$156K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.16KNew |
$38.8K - $43.6K
|
1.16K
$51.8K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
929New |
$31K - $34.8K
|
929
$41.4K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
600New |
$20K - $22.5K
|
600
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
600New |
$20K - $22.5K
|
600
$26.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
500+ 5.24% |
$16.7K - $18.7K
|
10.1K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488New |
$16.3K - $18.3K
|
488
$21.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
331+ 14.09% |
$11K - $12.4K
|
2.68K
$119K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
303+ 0.33% |
$10.1K - $11.3K
|
92.9K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
109+ 32.73% |
$3.63K - $4.08K
|
442
$19.7K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
107+ 113.83% |
$3.57K - $4.01K
|
201
$8.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
55New |
$1.83K - $2.06K
|
55
$2.45K
|
|