Purchases and Sales Made in Q2 2025 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL INTL SMALL .
| 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
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 52.38% |
$363 - $463
|
10
$421
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-38- 0.67% |
$1.25K - $1.6K
|
5.67K
$238K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 0.65% |
$1.98K - $2.52K
|
9.13K
$384K
|
|
|
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
|
Parallel Advisors, LLC
|
SELL
|
- |
-216- 7.99% |
$7.12K - $9.08K
|
2.49K
$105K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-231- 11.35% |
$7.62K - $9.71K
|
1.81K
$75.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-330- 3.75% |
$10.9K - $13.9K
|
8.47K
$356K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-573- 0.52% |
$18.9K - $24.1K
|
109K
$4.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-883- 1.1% |
$29.1K - $37.1K
|
79.3K
$3.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.03K- 14.55% |
$33.8K - $43.1K
|
6.02K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.09K- 16.56% |
$35.9K - $45.8K
|
5.49K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.39K- 6.83% |
$45.8K - $58.4K
|
18.9K
$797K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.4K- 1.92% |
$79.1K - $101K
|
123K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.24K- 2.22% |
$107K - $136K
|
143K
$6M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.43K- 2.68% |
$179K - $228K
|
198K
$8.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.38K- 90.95% |
$210K - $268K
|
635
$26.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-20.3K- 8.59% |
$668K - $853K
|
216K
$9.07M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-23.6K- 7.81% |
$778K - $993K
|
279K
$11.7M
|