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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-23.6K- 7.81% |
$778K - $993K
|
279K
$11.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-20.3K- 8.59% |
$668K - $853K
|
216K
$9.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.38K- 90.95% |
$210K - $268K
|
635
$26.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.43K- 2.68% |
$179K - $228K
|
198K
$8.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.24K- 2.22% |
$107K - $136K
|
143K
$6M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.4K- 1.92% |
$79.1K - $101K
|
123K
$5.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.39K- 6.83% |
$45.8K - $58.4K
|
18.9K
$797K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.09K- 16.56% |
$35.9K - $45.8K
|
5.49K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.03K- 14.55% |
$33.8K - $43.1K
|
6.02K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-883- 1.1% |
$29.1K - $37.1K
|
79.3K
$3.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-573- 0.52% |
$18.9K - $24.1K
|
109K
$4.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-330- 3.75% |
$10.9K - $13.9K
|
8.47K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-231- 11.35% |
$7.62K - $9.71K
|
1.81K
$75.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-216- 7.99% |
$7.12K - $9.08K
|
2.49K
$105K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 0.47% |
$4.95K - $6.31K
|
31.9K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 0.65% |
$1.98K - $2.52K
|
9.13K
$384K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-38- 0.67% |
$1.25K - $1.6K
|
5.67K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 52.38% |
$363 - $463
|
10
$421
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.24M- 2.57% |
$41.2M - $46.3M
|
46.8M
$1.97B
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-138K- 98.24% |
$4.59M - $5.16M
|
2.47K
$104K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-62.7K- 65.36% |
$2.09M - $2.35M
|
33.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-53.5K- 67.38% |
$1.78M - $2M
|
25.9K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23K- 53.99% |
$767K - $861K
|
19.6K
$825K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.1K- 29.8% |
$670K - $753K
|
47.4K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-19.9K- 29.13% |
$662K - $743K
|
48.3K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.7K- 38.31% |
$558K - $627K
|
27K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-12.2K- 15.79% |
$405K - $455K
|
64.8K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 44.34% |
$389K - $437K
|
14.6K
$616K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.86K- 1.6% |
$329K - $369K
|
607K
$25.5M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-8.36K- 14.47% |
$279K - $313K
|
49.4K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.8K- 56.74% |
$260K - $292K
|
5.95K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.02K- 11.82% |
$201K - $225K
|
44.9K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.67K- 56.53% |
$189K - $212K
|
4.36K
$183K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.66K- 52.81% |
$189K - $212K
|
5.06K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.59K- 42.1% |
$186K - $209K
|
7.68K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.71K- 19.02% |
$157K - $176K
|
20K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.91K- 32.9% |
$130K - $146K
|
7.98K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.49K- 47.96% |
$116K - $131K
|
3.79K
$159K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3K- 81.1% |
$99.9K - $112K
|
698
$29.4K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 15.7% |
$94.9K - $107K
|
15.3K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.75K- 1.39% |
$91.7K - $103K
|
194K
$8.17M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.53K- 6.63% |
$84.5K - $94.9K
|
35.7K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 13.01% |
$80.4K - $90.3K
|
16.1K
$678K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.84K- 3.27% |
$61.3K - $68.9K
|
54.4K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.32K- 5.96% |
$44K - $49.4K
|
20.8K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.14K- 5.04% |
$38K - $42.7K
|
21.5K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.08K- 0.57% |
$35.9K - $40.3K
|
188K
$7.9M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.01K- 4.23% |
$33.8K - $37.9K
|
22.9K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-997- 2.02% |
$33.2K - $37.3K
|
48.4K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-989- 6.74% |
$33K - $37K
|
13.7K
$576K
|
|