Latest Institutional Sells of Schwab Fundamental Intl Small (FNDC)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Small (FNDC) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.7M- 35.66% |
$550M - $701M
|
30.1M
$1.31B
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-454K- 98.83% |
$15M - $19.1M
|
5.39K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-23.6K- 7.81% |
$778K - $993K
|
279K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.4K- 9.98% |
$706K - $901K
|
193K
$8.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-20.3K- 8.59% |
$668K - $853K
|
216K
$9.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.4K- 2.7% |
$540K - $689K
|
590K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.6K- 60.05% |
$513K - $654K
|
10.3K
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.91K- 4.21% |
$261K - $332K
|
180K
$7.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.39K- 8.39% |
$244K - $311K
|
80.7K
$3.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-7.03K- 21.16% |
$232K - $296K
|
26.2K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.38K- 90.95% |
$210K - $268K
|
635
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.78K- 12.75% |
$190K - $243K
|
39.5K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.71K- 3.17% |
$188K - $240K
|
174K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.49K- 68.82% |
$181K - $231K
|
2.49K
$108K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.43K- 2.68% |
$179K - $228K
|
198K
$8.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-5.29K- 26.36% |
$174K - $222K
|
14.8K
$642K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.93K- 9.06% |
$162K - $207K
|
49.4K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.63K- 64.66% |
$153K - $195K
|
2.53K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.54K- 10.11% |
$150K - $191K
|
40.4K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.24K- 2.22% |
$107K - $136K
|
143K
$6.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.88K- 8.27% |
$95.1K - $121K
|
32K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.72K- 13.85% |
$89.5K - $114K
|
16.9K
$734K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.51K- 14.32% |
$82.8K - $106K
|
15K
$654K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.51K- 18.35% |
$82.8K - $106K
|
11.2K
$486K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.46K- 4.45% |
$81.2K - $104K
|
52.9K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.4K- 1.92% |
$79.1K - $101K
|
123K
$5.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.3K- 3.54% |
$75.7K - $96.5K
|
62.5K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.18K- 3.45% |
$71.8K - $91.6K
|
61K
$2.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2K- 10.95% |
$65.9K - $84.1K
|
16.3K
$707K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.91K- 1.31% |
$63.1K - $80.4K
|
144K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 4.82% |
$56.1K - $71.6K
|
33.6K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.56K- 38.94% |
$51.4K - $65.6K
|
2.45K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 20.0% |
$49.6K - $63.3K
|
6.02K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.5K- 5.27% |
$49.3K - $62.9K
|
26.9K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-1.42K- 8.88% |
$46.9K - $59.8K
|
14.6K
$635K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.39K- 6.83% |
$45.8K - $58.4K
|
18.9K
$823K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.31K- 42.99% |
$43.3K - $55.2K
|
1.74K
$75.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.29K- 5.39% |
$42.4K - $54.1K
|
22.6K
$981K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 13.82% |
$38K - $48.5K
|
7.19K
$313K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.09K- 16.56% |
$35.9K - $45.8K
|
5.49K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.03K- 14.55% |
$33.8K - $43.1K
|
6.02K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-1.01K- 77.64% |
$33.4K - $42.6K
|
292
$12.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-883- 1.1% |
$29.1K - $37.1K
|
79.3K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-882- 28.3% |
$29.1K - $37.1K
|
2.24K
$97.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-821- 91.94% |
$27.1K - $34.5K
|
72
$3.13K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-582- 3.64% |
$19.2K - $24.5K
|
15.4K
$670K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-573- 0.52% |
$18.9K - $24.1K
|
109K
$4.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-545- 6.49% |
$18K - $22.9K
|
7.86K
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-544- 7.08% |
$17.9K - $22.9K
|
7.14K
$310K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-540- 0.34% |
$17.8K - $22.7K
|
159K
$6.91M
|