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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.54K- 21.33% |
$289K - $329K
|
31.5K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9.56K- 5.14% |
$323K - $368K
|
176K
$5.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13.3K- 2.83% |
$449K - $510K
|
455K
$15.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13.8K- 91.09% |
$468K - $533K
|
1.35K
$46K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18K- 7.82% |
$610K - $694K
|
212K
$7.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-18.8K- 7.35% |
$636K - $723K
|
237K
$8.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.5K- 19.13% |
$660K - $751K
|
82.5K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60.9K- 24.16% |
$2.06M - $2.34M
|
191K
$6.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61K- 9.1% |
$2.06M - $2.35M
|
609K
$20.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.7K- 55.35% |
$2.36M - $2.68M
|
56.2K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-362K- 46.1% |
$12.3M - $13.9M
|
423K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.72M- 12.01% |
$227M - $259M
|
49.2M
$1.67B
|