Latest Institutional Purchases of Schwab Fundamental Intl Small (FNDC)

FNDC Quotes by TradingView

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
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
55
New
$1.83K - $2.06K
55 $2.45K
May 09, 2025 Q1 2025
Greykasell Wealth Strategies, Inc.

Danville, CA
BUY
 -
37
New
$1.23K - $1.39K
37 $1.65K
Apr 28, 2025 Q1 2025
First Horizon Advisors, Inc.

BUY
 -
31
New
$1.03K - $1.16K
31 $1.38K
Apr 22, 2025 Q1 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
24
New
$800 - $899
24 $1.07K
Apr 17, 2025 Q1 2025
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
3
+ 8.57%
$100 - $112
38 $1.69K
Apr 29, 2025 Q1 2025
Capital Investment Advisory Services, LLC

BUY
 -
2
New
$66.7 - $74.9
2 $89
Q4 2024
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
1.59K
New
$53.8K - $60.4K
1.59K $70.7K
Feb 05, 2025 Q4 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
1.58K
New
$53.5K - $60K
1.58K $70.3K
Feb 13, 2025 Q4 2024
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.39K
+ 10.76%
$47.1K - $52.9K
14.3K $637K
Feb 14, 2025 Q4 2024
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
1.34K
New
$45.4K - $50.8K
1.34K $59.5K
Feb 07, 2025 Q4 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
671
New
$22.8K - $25.5K
671 $29.9K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
664
New
$22.5K - $25.3K
664 $29.6K
Jan 28, 2025 Q4 2024
Newbridge Financial Services Group, Inc.

BUY
 -
526
New
$17.8K - $20K
526 $23.4K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
463
New
$15.7K - $17.6K
463 $20.6K
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
161
New
$5.46K - $6.12K
161 $7.17K
Jan 31, 2025 Q4 2024
Human Investing LLC

BUY
 -
139
New
$4.71K - $5.29K
139 $6.19K
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
136
New
$4.61K - $5.17K
136 $6.05K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
117
New
$3.97K - $4.45K
117 $5.21K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
99
+ 116.47%
$3.36K - $3.76K
184 $8.19K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
34
New
$1.15K - $1.29K
34 $1.51K
Feb 07, 2025 Q4 2024
United Community Bank

Greenville, SC
BUY
 -
20
New
$678 - $761
20 $890
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
16
New
$543 - $608
16 $712
Feb 12, 2025 Q4 2024
Nbz Investment Advisors LLC

Knoxville, TN
BUY
 -
14
New
$475 - $532
14 $623
Jan 28, 2025 Q4 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
13
+ 2.8%
$441 - $494
477 $21.2K
Jan 29, 2025 Q4 2024
Armor Investment Advisors, LLC

BUY
 -
10
New
$339 - $380
10 $445
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
4
New
$136 - $152
4 $178
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2
+ 2.78%
$67.8 - $76.1
74 $3.29K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1
+ 5.26%
$33.9 - $38
20 $890
Q3 2024
Nov 14, 2024 Q3 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
8.75K
New
$296K - $337K
8.75K $390K
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
7.9K
New
$267K - $304K
7.9K $352K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.64K
+ 2.26%
$89.5K - $102K
120K $5.33M
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
1.22K
New
$41.3K - $47K
1.22K $54.3K
Nov 13, 2024 Q3 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
594
+ 2.26%
$20.1K - $22.9K
26.8K $1.19M
Nov 13, 2024 Q3 2024
Rice Partnership, LLC

BUY
 -
334
New
$11.3K - $12.9K
334 $14.9K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
294
+ 2.26%
$9.95K - $11.3K
13.3K $592K
Oct 11, 2024 Q3 2024
Kathleen S. Wright Associates Inc.

BUY
 -
158
New
$5.35K - $6.08K
158 $7.03K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
75
New
$2.54K - $2.89K
75 $3.34K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
42
New
$1.42K - $1.62K
42 $1.87K
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
38
New
$1.29K - $1.46K
38 $1.69K
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
26.6K
+ 379314.28%
$902K - $960K
26.6K $1.18M
Aug 14, 2024 Q2 2024
Annandale Capital, LLC

Dallas, TX
BUY
 -
8.55K
New
$290K - $309K
8.55K $381K
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
7.82K
New
$266K - $283K
7.82K $348K
Aug 14, 2024 Q2 2024
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
2.84K
+ 40.21%
$96.3K - $103K
9.89K $440K
Aug 07, 2024 Q2 2024
Motco

BUY
 -
2.55K
New
$86.6K - $92.2K
2.55K $113K
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
1.46K
New
$49.4K - $52.6K
1.46K $64.8K
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
627
+ 1.26%
$21.3K - $22.7K
50.3K $2.24M
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
486
New
$16.5K - $17.6K
486 $21.6K
Aug 08, 2024 Q2 2024
Cnb Bank

Clearfield, PA
BUY
 -
467
New
$15.9K - $16.9K
467 $20.8K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
392
New
$13.3K - $14.2K
392 $17.5K

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