Latest Institutional Transactions on Schwab Fundamental Intl Small (FNDC)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Small (FNDC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.57K- 1.43% |
$68.2K - $70.8K
|
108K
$4.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.11K- 24.22% |
$91.4K - $95K
|
6.59K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
BUY
|
- |
126+ 0.12% |
$5.47K - $5.69K
|
107K
$4.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.64K+ 6.8% |
$245K - $254K
|
88.5K
$3.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.82K- 51.28% |
$122K - $127K
|
2.68K
$119K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.81K+ 3.24% |
$296K - $307K
|
217K
$9.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-28.1K- 19.61% |
$1.22M - $1.27M
|
115K
$5.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
38.6K+ 31.55% |
$1.67M - $1.74M
|
161K
$7.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 3.79% |
$217 - $226
|
137
$6.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
225+ 0.84% |
$9.77K - $10.2K
|
26.9K
$1.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
21.8K+ 10.19% |
$946K - $984K
|
236K
$10.5M
|
|
| Q3 2025 | |||||||
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-167- 1.78% |
$6.98K - $7.55K
|
9.19K
$409K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
18+ 0.81% |
$753 - $814
|
2.25K
$100K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-322- 7.93% |
$13.5K - $14.6K
|
3.74K
$167K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.91K+ 3.79% |
$331K - $357K
|
217K
$9.65M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.45K+ 3.13% |
$228K - $246K
|
180K
$7.99M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13.8K- 7.69% |
$579K - $626K
|
166K
$7.39M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.08K- 58.01% |
$45.1K - $48.8K
|
781
$34.8K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.15K- 3.51% |
$48.2K - $52.2K
|
31.7K
$1.41M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.36K- 15.28% |
$56.9K - $61.5K
|
7.54K
$336K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.22KNew |
$176K - $191K
|
4.22K
$188K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
965New |
$40.3K - $43.6K
|
965
$43K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
505+ 10.19% |
$21.1K - $22.8K
|
5.46K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.8KNew |
$368K - $398K
|
8.8K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-49- 37.69% |
$2.05K - $2.22K
|
81
$3.61K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.14K- 23.21% |
$89.3K - $96.6K
|
7.07K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.53K+ 11.73% |
$106K - $115K
|
24.1K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.54KNew |
$231K - $250K
|
5.54K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-131K- 29.72% |
$5.49M - $5.94M
|
311K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.67K- 25.84% |
$112K - $121K
|
7.68K
$342K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.14K- 86.17% |
$89.6K - $96.9K
|
344
$15.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-223- 15.88% |
$9.32K - $10.1K
|
1.18K
$52.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.98K+ 83.49% |
$250K - $270K
|
13.1K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.42K+ 5.28% |
$59.3K - $64.2K
|
28.3K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.9K- 4.07% |
$457K - $494K
|
257K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05K+ 1.18% |
$43.7K - $47.3K
|
90K
$4.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.85K+ 1.93% |
$161K - $174K
|
203K
$9.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
409New |
$17.1K - $18.5K
|
409
$18.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
711+ 0.5% |
$29.7K - $32.1K
|
144K
$6.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.18K- 2.31% |
$49.2K - $53.2K
|
49.7K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.04K- 1.91% |
$127K - $137K
|
156K
$6.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
285K+ 512.05% |
$11.9M - $12.9M
|
340K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.5KNew |
$691K - $748K
|
16.5K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.05K- 9.39% |
$169K - $183K
|
39.1K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.69K+ 25.86% |
$363K - $393K
|
42.3K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-230- 4.32% |
$9.62K - $10.4K
|
5.1K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.16K+ 2.94% |
$48.5K - $52.5K
|
40.7K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-310- 1.54% |
$13K - $14K
|
19.8K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15+ 0.23% |
$627 - $678
|
6.53K
$291K
|
|