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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61- 34.86% |
$2.01K - $2.57K
|
114
$5.08K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8New |
$264 - $336
|
8
$356
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-25- 0.42% |
$824 - $1.05K
|
5.98K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
434New |
$14.3K - $18.2K
|
434
$19.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-1.01K- 77.64% |
$33.4K - $42.6K
|
292
$13K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2K- 10.95% |
$65.9K - $84.1K
|
16.3K
$724K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
300New |
$9.89K - $12.6K
|
300
$13.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8New |
$264 - $336
|
8
$356
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
119New |
$3.92K - $5K
|
119
$5.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 81.82% |
$890 - $1.14K
|
6
$267
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.27K+ 1298.98% |
$42K - $53.5K
|
1.37K
$61K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.58K+ 27.81% |
$52.1K - $66.5K
|
7.27K
$323K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
499New |
$16.5K - $21K
|
499
$22.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.72K- 13.85% |
$89.5K - $114K
|
16.9K
$752K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
41New |
$1.35K - $1.72K
|
41
$1.83K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
73New |
$2.41K - $3.07K
|
73
$3.25K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
85New |
$2.8K - $3.57K
|
85
$3.78K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
369New |
$12.2K - $15.5K
|
369
$16.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
25+ 0.22% |
$824 - $1.05K
|
11.4K
$510K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
85New |
$2.8K - $3.57K
|
85
$3.78K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.31K- 42.99% |
$43.3K - $55.2K
|
1.74K
$77.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.01% |
$33 - $42.1
|
8.79K
$391K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.18K- 3.45% |
$71.8K - $91.6K
|
61K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-821- 91.94% |
$27.1K - $34.5K
|
72
$3.21K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
915New |
$30.2K - $38.5K
|
915
$40.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-7.03K- 21.16% |
$232K - $296K
|
26.2K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
569New |
$18.8K - $23.9K
|
569
$25.3K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.53% |
$33 - $42.1
|
188
$8.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
58+ 0.77% |
$1.91K - $2.44K
|
7.62K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$1.45K - $1.85K
|
44
$1.96K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
212+ 0.98% |
$6.99K - $8.91K
|
21.8K
$972K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
317New |
$10.5K - $13.3K
|
317
$14.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$385K - $491K
|
11.7K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.25K+ 18.94% |
$140K - $179K
|
26.7K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 0.65% |
$1.98K - $2.52K
|
9.13K
$406K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
600New |
$20K - $22.5K
|
600
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-41- 0.19% |
$1.37K - $1.54K
|
21K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
600New |
$20K - $22.5K
|
600
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.52K+ 732.85% |
$50.6K - $56.8K
|
1.72K
$76.8K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.3K+ 59.09% |
$43.3K - $48.7K
|
3.5K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
17.2KNew |
$575K - $646K
|
17.2K
$768K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.61KNew |
$187K - $210K
|
5.61K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.87K+ 31.56% |
$62.4K - $70.1K
|
7.81K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488New |
$16.3K - $18.3K
|
488
$21.7K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.68KNew |
$223K - $250K
|
6.68K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-876- 66.41% |
$29.2K - $32.8K
|
443
$19.7K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 3.7% |
$100 - $112
|
78
$3.47K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
303+ 0.33% |
$10.1K - $11.3K
|
92.9K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
37New |
$1.23K - $1.39K
|
37
$1.65K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-287- 50.35% |
$9.57K - $10.7K
|
283
$12.6K
|
|