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 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
17KNew |
$458K - $546K
|
17K
$605K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
9.51KNew |
$256K - $305K
|
9.51K
$338K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.06KNew |
$190K - $227K
|
7.06K
$251K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.83KNew |
$184K - $219K
|
6.83K
$243K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$49.3K - $58.7K
|
1.83K
$65.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.07KNew |
$28.8K - $34.3K
|
1.07K
$38K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
154New |
$4.15K - $4.94K
|
154
$5.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 100.0% |
$4.04K - $4.82K
|
300
$10.7K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
130New |
$3.5K - $4.17K
|
130
$4.63K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 156.63% |
$3.5K - $4.17K
|
213
$7.58K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
118New |
$3.18K - $3.79K
|
118
$4.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
114+ 35.19% |
$3.07K - $3.66K
|
438
$15.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
90New |
$2.42K - $2.89K
|
90
$3.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
56New |
$1.51K - $1.8K
|
56
$1.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.22% |
$26.9 - $32.1
|
457
$16.3K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
94.6KNew |
$2.56M - $3.1M
|
94.6K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
13.3KNew |
$361K - $437K
|
13.3K
$475K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.69KNew |
$45.8K - $55.3K
|
1.69K
$60.1K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
957+ 190.64% |
$25.9K - $31.3K
|
1.46K
$51.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
683New |
$18.5K - $22.3K
|
683
$24.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
227New |
$6.15K - $7.43K
|
227
$8.08K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
140New |
$3.79K - $4.58K
|
140
$4.98K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
33New |
$894 - $1.08K
|
33
$1.17K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12.1KNew |
$365K - $434K
|
12.1K
$431K
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$254K - $302K
|
8.45K
$301K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
514New |
$15.5K - $18.4K
|
514
$18.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
89New |
$2.68K - $3.19K
|
89
$3.17K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
49+ 0.62% |
$1.47K - $1.75K
|
7.95K
$283K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
44New |
$1.32K - $1.58K
|
44
$1.57K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
29+ 0.42% |
$873 - $1.04K
|
6.91K
$246K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10New |
$301 - $358
|
10
$356
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
1.85KNew |
$61.5K - $70.3K
|
1.85K
$65.8K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
392New |
$13K - $14.9K
|
392
$14K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
108New |
$3.59K - $4.1K
|
108
$3.84K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
102New |
$3.39K - $3.88K
|
102
$3.63K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
62New |
$2.06K - $2.36K
|
62
$2.21K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
43New |
$1.43K - $1.63K
|
43
$1.53K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6New |
$199 - $228
|
6
$214
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$500K - $551K
|
13.8K
$491K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.66KNew |
$290K - $311K
|
7.66K
$272K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
340New |
$12.9K - $13.8K
|
340
$12.1K
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.8K+ 46.34% |
$144K - $155K
|
12K
$427K
|
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
729New |
$27.6K - $29.8K
|
729
$25.9K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
215New |
$7.48K - $8.22K
|
215
$7.65K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.19KNew |
$122K - $146K
|
4.19K
$149K
|
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
343New |
$9.98K - $12K
|
343
$12.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
16.1KNew |
N/A
|
16.1K
$574K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
169New |
N/A
|
169
$6.01K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$35.6
|
|