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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13+ 2.7% |
$433 - $487
|
494
$20.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 6.71% |
$367 - $412
|
175
$7.36K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.31% |
$333 - $374
|
3.29K
$138K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 8.57% |
$100 - $112
|
38
$1.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2New |
$66.7 - $74.9
|
2
$84.1
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.59KNew |
$53.8K - $60.4K
|
1.59K
$66.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.58KNew |
$53.5K - $60K
|
1.58K
$66.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.39K+ 10.76% |
$47.1K - $52.9K
|
14.3K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.34KNew |
$45.4K - $50.8K
|
1.34K
$56.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.31KNew |
$44.3K - $49.7K
|
1.31K
$54.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
919+ 14.72% |
$31.2K - $34.9K
|
7.16K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
848New |
$28.8K - $32.2K
|
848
$35.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
671New |
$22.8K - $25.5K
|
671
$28.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
664New |
$22.5K - $25.3K
|
664
$27.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
526New |
$17.8K - $20K
|
526
$22.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
470New |
$15.9K - $17.9K
|
470
$19.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
463New |
$15.7K - $17.6K
|
463
$19.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
416+ 3.49% |
$14.1K - $15.8K
|
12.3K
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
207+ 2.78% |
$7.02K - $7.87K
|
7.65K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$5.9K - $6.62K
|
174
$7.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
161New |
$5.46K - $6.12K
|
161
$6.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
154+ 2.58% |
$5.22K - $5.86K
|
6.13K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
153+ 1.36% |
$5.19K - $5.82K
|
11.4K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
139New |
$4.71K - $5.29K
|
139
$5.85K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
136New |
$4.61K - $5.17K
|
136
$5.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121+ 20.97% |
$4.1K - $4.6K
|
698
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
121New |
$4.1K - $4.6K
|
121
$5.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
117New |
$3.97K - $4.45K
|
117
$4.92K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
99+ 116.47% |
$3.36K - $3.76K
|
184
$7.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
85+ 37.12% |
$2.88K - $3.23K
|
314
$13.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
55+ 2.84% |
$1.87K - $2.09K
|
1.99K
$83.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
52+ 2.77% |
$1.76K - $1.98K
|
1.93K
$81.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
39+ 1300.0% |
$1.32K - $1.48K
|
42
$1.77K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$1.15K - $1.29K
|
34
$1.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
32New |
$1.09K - $1.22K
|
32
$1.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.06% |
$882 - $989
|
40.9K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
20New |
$678 - $761
|
20
$841
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
16New |
$543 - $608
|
16
$673
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
14New |
$475 - $532
|
14
$589
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13+ 2.8% |
$441 - $494
|
477
$20.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10New |
$339 - $380
|
10
$421
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4New |
$136 - $152
|
4
$168
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 3.13% |
$136 - $152
|
132
$5.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.04% |
$102 - $114
|
7.51K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 2.48% |
$102 - $114
|
124
$5.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 2.78% |
$67.8 - $76.1
|
74
$3.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 5.26% |
$33.9 - $38
|
20
$841
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.75KNew |
$296K - $337K
|
8.75K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.9KNew |
$267K - $304K
|
7.9K
$332K
|
|