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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
626+ 2.8% |
$21.2K - $24.1K
|
23K
$782K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
594+ 2.26% |
$20.1K - $22.9K
|
26.8K
$911K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
554+ 6.49% |
$18.8K - $21.3K
|
9.09K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
523+ 48.52% |
$17.7K - $20.1K
|
1.6K
$54.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
515+ 0.59% |
$17.4K - $19.8K
|
88.5K
$3.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
509+ 8.88% |
$17.2K - $19.6K
|
6.24K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
369+ 0.6% |
$12.5K - $14.2K
|
61.4K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
334New |
$11.3K - $12.9K
|
334
$11.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
312+ 3.88% |
$10.6K - $12K
|
8.36K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
294+ 2.26% |
$9.95K - $11.3K
|
13.3K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
245+ 14.39% |
$8.29K - $9.43K
|
1.95K
$66.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
225+ 75.5% |
$7.62K - $8.66K
|
523
$17.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
218New |
$7.38K - $8.39K
|
218
$7.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
203+ 15.59% |
$6.87K - $7.82K
|
1.51K
$51.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
158New |
$5.35K - $6.08K
|
158
$5.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
152+ 0.74% |
$5.15K - $5.85K
|
20.7K
$703K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
106+ 86.18% |
$3.59K - $4.08K
|
229
$7.78K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
86+ 3.01% |
$2.91K - $3.31K
|
2.95K
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
75New |
$2.54K - $2.89K
|
75
$2.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67+ 0.67% |
$2.27K - $2.58K
|
10.1K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
55+ 0.74% |
$1.86K - $2.12K
|
7.45K
$253K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
51+ 0.62% |
$1.73K - $1.96K
|
8.25K
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
42New |
$1.42K - $1.62K
|
42
$1.43K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
41+ 0.69% |
$1.39K - $1.58K
|
5.98K
$203K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
40+ 2.12% |
$1.35K - $1.54K
|
1.93K
$65.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
38+ 0.41% |
$1.29K - $1.46K
|
9.25K
$314K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
38+ 0.03% |
$1.29K - $1.46K
|
121K
$4.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
38New |
$1.29K - $1.46K
|
38
$1.29K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 2.59% |
$508 - $578
|
594
$20.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.73% |
$474 - $539
|
1.94K
$65.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12New |
$406 - $462
|
12
$408
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$339 - $385
|
10
$340
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
7+ 8.75% |
$237 - $270
|
87
$2.96K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 16.67% |
$203 - $231
|
42
$1.43K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 0.34% |
$203 - $231
|
1.79K
$61K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 25.0% |
$203 - $231
|
30
$1.02K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 0.65% |
$102 - $116
|
464
$15.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.21% |
$33.9 - $38.5
|
482
$16.4K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.55% |
$33.9 - $38.5
|
182
$6.18K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.45% |
$33.9 - $38.5
|
70
$2.38K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.41% |
$33.9 - $38.5
|
72
$2.45K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$33.9 - $38.5
|
30.9K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.83% |
$33.9 - $38.5
|
121
$4.11K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6- 0.62% |
$203 - $231
|
962
$32.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-9- 1.84% |
$305 - $347
|
481
$16.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-26- 0.29% |
$880 - $1K
|
9K
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.18% |
$1.18K - $1.35K
|
19.6K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 2.39% |
$1.56K - $1.77K
|
1.88K
$63.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-46- 0.4% |
$1.56K - $1.77K
|
11.5K
$391K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50- 19.69% |
$1.69K - $1.93K
|
204
$6.93K
|