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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 59.09% |
$393 - $453
|
35
$1.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1New |
$30.2 - $34.9
|
1
$44.5
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$333K - $360K
|
10.4K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.75K+ 84.07% |
$249K - $269K
|
17K
$755K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.47K+ 21.25% |
$175K - $190K
|
31.2K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
82New |
$2.63K - $2.85K
|
82
$3.65K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
51New |
$1.64K - $1.77K
|
51
$2.27K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
48New |
$1.54K - $1.67K
|
48
$2.14K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
32New |
$1.03K - $1.11K
|
32
$1.42K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.13KNew |
$36.5K - $38.6K
|
1.13K
$50.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.08KNew |
$34.8K - $36.8K
|
1.08K
$47.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
700New |
$22.6K - $23.9K
|
700
$31.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
521New |
$16.8K - $17.8K
|
521
$23.2K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
306New |
$9.89K - $10.5K
|
306
$13.6K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
213New |
$6.89K - $7.28K
|
213
$9.48K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
191New |
$6.18K - $6.53K
|
191
$8.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
139+ 23.56% |
$4.49K - $4.75K
|
729
$32.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43+ 0.32% |
$1.39K - $1.47K
|
13.4K
$598K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19New |
$614 - $650
|
19
$846
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.3KNew |
$1.13M - $1.24M
|
36.3K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.31KNew |
$197K - $215K
|
6.31K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.69KNew |
$52.8K - $57.6K
|
1.69K
$75.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.15KNew |
$35.8K - $39K
|
1.15K
$51K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
193New |
$6.03K - $6.58K
|
193
$8.59K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
99New |
$3.09K - $3.37K
|
99
$4.41K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50New |
$1.56K - $1.7K
|
50
$2.23K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
11New |
$344 - $375
|
11
$490
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9New |
$281 - $307
|
9
$401
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$31.2 - $34.1
|
2K
$89.1K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
166KNew |
$4.47M - $5.32M
|
166K
$7.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
59.9KNew |
$1.61M - $1.92M
|
59.9K
$2.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
20.8KNew |
$560K - $667K
|
20.8K
$926K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
17.2KNew |
$465K - $554K
|
17.2K
$768K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
17.1KNew |
$460K - $548K
|
17.1K
$761K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
17KNew |
$458K - $546K
|
17K
$757K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
9.51KNew |
$256K - $305K
|
9.51K
$423K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.06KNew |
$190K - $227K
|
7.06K
$314K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.83KNew |
$184K - $219K
|
6.83K
$304K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$49.3K - $58.7K
|
1.83K
$81.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.07KNew |
$28.8K - $34.3K
|
1.07K
$47.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
154New |
$4.15K - $4.94K
|
154
$6.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 100.0% |
$4.04K - $4.82K
|
300
$13.4K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
130New |
$3.5K - $4.17K
|
130
$5.79K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 156.63% |
$3.5K - $4.17K
|
213
$9.48K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
118New |
$3.18K - $3.79K
|
118
$5.25K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
114+ 35.19% |
$3.07K - $3.66K
|
438
$19.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
90New |
$2.42K - $2.89K
|
90
$4.01K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
56New |
$1.51K - $1.8K
|
56
$2.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.22% |
$26.9 - $32.1
|
457
$20.3K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
94.6KNew |
$2.56M - $3.1M
|
94.6K
$4.21M
|
|