Latest Institutional Sells of Schwab Fundamental Intl Small (FNDC)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Small (FNDC) stock that were sells. 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 sale 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
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 0.65% |
$1.98K - $2.52K
|
9.13K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 81.82% |
$890 - $1.14K
|
6
$267
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-25- 0.42% |
$824 - $1.05K
|
5.98K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8- 6.61% |
$264 - $336
|
113
$5.03K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-876- 66.41% |
$29.2K - $32.8K
|
443
$19.7K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-287- 50.35% |
$9.57K - $10.7K
|
283
$12.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-249- 15.5% |
$8.3K - $9.32K
|
1.36K
$60.4K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-41- 0.19% |
$1.37K - $1.54K
|
21K
$937K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-21- 18.58% |
$700 - $786
|
92
$4.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-16- 50.0% |
$533 - $599
|
16
$712
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 3.7% |
$100 - $112
|
78
$3.47K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.09K- 1.4% |
$173K - $194K
|
360K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-821- 9.4% |
$27.8K - $31.2K
|
7.91K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-417- 3.1% |
$14.1K - $15.9K
|
13K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 23.08% |
$305 - $342
|
30
$1.34K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.36K- 87.11% |
$114K - $129K
|
497
$22.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.34K- 90.81% |
$45.5K - $51.7K
|
136
$6.05K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-595- 97.06% |
$20.1K - $22.9K
|
18
$801
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-310- 3.12% |
$10.5K - $11.9K
|
9.61K
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-270- 36.54% |
$9.14K - $10.4K
|
469
$20.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-208- 87.03% |
$7.04K - $8.01K
|
31
$1.38K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-53- 17.79% |
$1.79K - $2.04K
|
245
$10.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50- 19.69% |
$1.69K - $1.93K
|
204
$9.08K
|
|
|
Sep 09, 2025
Q3 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-24- 0.4% |
$812 - $924
|
5.96K
$265K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.34K- 40.31% |
$147K - $157K
|
6.42K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.08K- 1.33% |
$70.6K - $75.2K
|
154K
$6.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-756- 9.55% |
$25.7K - $27.3K
|
7.16K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-121- 1.63% |
$4.11K - $4.38K
|
7.3K
$325K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.24K- 2.66% |
$240K - $258K
|
264K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-238- 36.45% |
$7.9K - $8.47K
|
415
$18.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-158- 19.39% |
$5.25K - $5.62K
|
657
$29.2K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-55- 42.31% |
$1.83K - $1.96K
|
75
$3.34K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-54.2K- 30.07% |
$1.64M - $1.89M
|
126K
$5.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-732- 3.8% |
$22.1K - $25.5K
|
18.5K
$824K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-690- 97.87% |
$20.9K - $24.1K
|
15
$668
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-629- 8.6% |
$19K - $21.9K
|
6.68K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-486- 2.75% |
$14.7K - $16.9K
|
17.2K
$764K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-176- 21.7% |
$5.32K - $6.14K
|
635
$28.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-97- 17.11% |
$2.93K - $3.38K
|
470
$20.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.7K- 61.67% |
$376K - $407K
|
7.29K
$325K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.89K- 34.33% |
$157K - $170K
|
9.35K
$416K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-139Closed |
$4.46K - $4.83K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.77K- 10.26% |
$57.1K - $60.4K
|
15.4K
$687K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-300- 3.99% |
$9.7K - $10.3K
|
7.22K
$321K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-179- 1.19% |
$5.79K - $6.12K
|
14.8K
$661K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-132- 27.1% |
$4.27K - $4.51K
|
355
$15.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-16- 4.8% |
$517 - $547
|
317
$14.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5- 5.81% |
$162 - $171
|
81
$3.61K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1- 0.02% |
$32.3 - $34.2
|
6.43K
$286K
|
|