Purchases and Sales Made in Q3 2024 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
318KNew |
$10.8M - $12.3M
|
318K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
107KNew |
$3.62M - $4.12M
|
107K
$3.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55.4K+ 11.7% |
$1.88M - $2.13M
|
529K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.2K+ 316.28% |
$1.12M - $1.28M
|
43.7K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20K+ 218.85% |
$678K - $772K
|
29.2K
$992K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$596K - $678K
|
17.6K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
15.9K+ 28.1% |
$538K - $612K
|
72.4K
$2.46M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10.8KNew |
$366K - $416K
|
10.8K
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.6KNew |
$358K - $407K
|
10.6K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 5.35% |
$345K - $392K
|
201K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.6KNew |
$325K - $370K
|
9.6K
$326K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
9.03K+ 5.25% |
$306K - $348K
|
181K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.75KNew |
$296K - $337K
|
8.75K
$297K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
8.73KNew |
$296K - $336K
|
8.73K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.4K+ 3.73% |
$284K - $323K
|
233K
$7.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.9KNew |
$267K - $304K
|
7.9K
$268K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.62K+ 4.42% |
$258K - $294K
|
180K
$6.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.26K+ 12.36% |
$246K - $280K
|
66K
$2.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
6.76K+ 4.48% |
$229K - $260K
|
157K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.64KNew |
$191K - $217K
|
5.64K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$184K - $209K
|
5.43K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.31KNew |
$180K - $205K
|
5.31K
$181K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.3KNew |
$179K - $204K
|
5.3K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.1K+ 150.55% |
$172K - $196K
|
8.48K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.28K+ 16.35% |
$145K - $165K
|
30.5K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.28K+ 26.08% |
$145K - $165K
|
20.7K
$702K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.2K+ 15.02% |
$142K - $162K
|
32.2K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4K+ 9.82% |
$135K - $154K
|
44.7K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3.81K+ 8.0% |
$129K - $147K
|
51.4K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.65KNew |
$123K - $140K
|
3.65K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.35K+ 211.43% |
$113K - $129K
|
4.93K
$168K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.08KNew |
$104K - $119K
|
3.08K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.02K+ 467.18% |
$102K - $116K
|
3.66K
$125K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64K+ 2.26% |
$89.5K - $102K
|
120K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.52K+ 26.77% |
$85.1K - $96.8K
|
11.9K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.19K+ 2.9% |
$74K - $84.2K
|
77.7K
$2.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.16K+ 2.52% |
$73K - $83K
|
87.6K
$2.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.87K+ 23.78% |
$63.4K - $72.1K
|
9.74K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.82K+ 0.68% |
$61.5K - $69.9K
|
269K
$9.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.36K+ 5.37% |
$46K - $52.3K
|
26.7K
$906K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.29K+ 5.05% |
$43.7K - $49.7K
|
26.9K
$912K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.24K+ 20600.0% |
$41.8K - $47.6K
|
1.24K
$42.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.22KNew |
$41.3K - $47K
|
1.22K
$41.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.17K+ 13.52% |
$39.7K - $45.2K
|
9.85K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
983+ 80.91% |
$33.3K - $37.8K
|
2.2K
$74.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
950+ 6.7% |
$32.2K - $36.6K
|
15.1K
$514K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
750+ 0.72% |
$25.4K - $28.9K
|
104K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
668+ 0.37% |
$22.6K - $25.7K
|
180K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
666+ 66.4% |
$22.5K - $25.6K
|
1.67K
$56.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
664+ 28.86% |
$22.5K - $25.6K
|
2.97K
$101K
|