Latest Institutional Purchases of Schwab Fundamental Intl Small (FNDC)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Small (FNDC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
138KNew |
$4.68M - $5.25M
|
138K
$4.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
106KNew |
$3.6M - $4.04M
|
106K
$3.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
56.2KNew |
$1.91M - $2.14M
|
56.2K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
43.8K+ 8.28% |
$1.48M - $1.66M
|
573K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37.4KNew |
$1.27M - $1.42M
|
37.4K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
22.5K+ 13.32% |
$764K - $856K
|
192K
$6.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
18.8K+ 8.05% |
$637K - $714K
|
252K
$8.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18.4K+ 10.22% |
$624K - $700K
|
199K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
18.1KNew |
$615K - $690K
|
18.1K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
17.5K+ 11.14% |
$595K - $667K
|
175K
$6.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
16.1KNew |
$545K - $611K
|
16.1K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.9KNew |
$506K - $567K
|
14.9K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.9KNew |
$438K - $491K
|
12.9K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11.5K+ 6.32% |
$388K - $436K
|
193K
$6.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.45K+ 13.99% |
$320K - $359K
|
77K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
8.74KNew |
$296K - $332K
|
8.74K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.51K+ 4.72% |
$289K - $324K
|
189K
$6.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
8.51KNew |
$289K - $324K
|
8.51K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.44K+ 1.22% |
$253K - $283K
|
617K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.38K+ 12.41% |
$216K - $243K
|
57.8K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.37K+ 174.51% |
$216K - $242K
|
10K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.62K+ 2.65% |
$191K - $214K
|
218K
$7.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5K+ 4.12% |
$169K - $190K
|
126K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.92K+ 5.62% |
$167K - $187K
|
92.6K
$3.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.33K+ 1.91% |
$147K - $165K
|
231K
$8.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.65K+ 3.5% |
$124K - $139K
|
108K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.8K+ 6.75% |
$61.1K - $68.5K
|
28.5K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.58KNew |
$53.5K - $60K
|
1.58K
$55.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.54K+ 13.1% |
$52.1K - $58.5K
|
13.3K
$469K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5K+ 68.06% |
$50.7K - $56.9K
|
3.69K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 14.34% |
$47.4K - $53.1K
|
11.1K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.28K+ 13.04% |
$43.6K - $48.8K
|
11.1K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
919+ 14.72% |
$31.2K - $34.9K
|
7.16K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
822+ 377.06% |
$27.9K - $31.3K
|
1.04K
$36.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
699+ 0.79% |
$23.7K - $26.6K
|
89.2K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
671New |
$22.8K - $25.5K
|
671
$23.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
563+ 3.65% |
$19.1K - $21.4K
|
16K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
541+ 0.2% |
$18.4K - $20.6K
|
270K
$9.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
526New |
$17.8K - $20K
|
526
$18.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
463New |
$15.7K - $17.6K
|
463
$16.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
329+ 17.07% |
$11.2K - $12.5K
|
2.26K
$79.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
293+ 5.35% |
$9.94K - $11.1K
|
5.77K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
226+ 1.04% |
$7.67K - $8.59K
|
21.9K
$773K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
220+ 2.63% |
$7.46K - $8.37K
|
8.58K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
216+ 2.5% |
$7.33K - $8.21K
|
8.85K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
207+ 2.78% |
$7.02K - $7.87K
|
7.65K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
203New |
$6.89K - $7.72K
|
203
$7.17K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
182+ 0.56% |
$6.17K - $6.92K
|
32.5K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$5.9K - $6.62K
|
174
$6.15K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
161New |
$5.46K - $6.12K
|
161
$5.69K
|