Purchases and Sales Made in Q2 2025 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL INTL SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
325K+ 246.3% |
$10.7M - $13.7M
|
457K
$20.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
263K+ 4879.98% |
$8.67M - $11.1M
|
268K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
263K+ 146.76% |
$8.67M - $11.1M
|
442K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.7KNew |
$1.74M - $2.22M
|
52.7K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43.2KNew |
$1.42M - $1.81M
|
43.2K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38KNew |
$1.25M - $1.6M
|
38K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.6K+ 106.16% |
$944K - $1.2M
|
55.6K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
28.3KNew |
$932K - $1.19M
|
28.3K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21KNew |
$692K - $883K
|
21K
$935K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
15.8KNew |
$521K - $665K
|
15.8K
$704K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15.4K+ 31.11% |
$507K - $647K
|
64.8K
$2.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.7K+ 447.12% |
$451K - $575K
|
16.7K
$744K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$385K - $491K
|
11.7K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 13.21% |
$342K - $436K
|
89K
$3.96M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.96KNew |
$328K - $419K
|
9.96K
$444K
|
|
|
Nov 12, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.12K+ 11.3% |
$301K - $383K
|
89.8K
$4M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.83K+ 7.9% |
$291K - $371K
|
121K
$5.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.8K+ 4.15% |
$257K - $328K
|
196K
$8.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.16KNew |
$236K - $301K
|
7.16K
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.8K+ 6.67% |
$224K - $286K
|
109K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.51KNew |
$215K - $274K
|
6.51K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.4K+ 259.16% |
$211K - $269K
|
8.86K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.06KNew |
$200K - $255K
|
6.06K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.9KNew |
$195K - $248K
|
5.9K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.9K+ 7.41% |
$194K - $248K
|
85.4K
$3.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.69KNew |
$188K - $239K
|
5.69K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
4.99KNew |
$165K - $210K
|
4.99K
$222K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.85K+ 2.5% |
$160K - $204K
|
199K
$8.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.85KNew |
$160K - $204K
|
4.85K
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.8K+ 2.35% |
$158K - $202K
|
209K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.72K+ 30.59% |
$156K - $198K
|
20.1K
$897K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.51K+ 14.68% |
$149K - $190K
|
35.2K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.42K+ 0.77% |
$146K - $186K
|
582K
$25.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.25K+ 18.94% |
$140K - $179K
|
26.7K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.22K+ 8.73% |
$139K - $178K
|
52.6K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.09K+ 25.46% |
$135K - $172K
|
20.1K
$896K
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.08K+ 9.78% |
$134K - $171K
|
45.7K
$2.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.81K+ 156.86% |
$92.8K - $118K
|
4.61K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.54K+ 5.26% |
$83.7K - $107K
|
50.9K
$2.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.5K+ 0.53% |
$82.5K - $105K
|
476K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.43K+ 16.62% |
$80.2K - $102K
|
17.1K
$760K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.43K+ 16.62% |
$80.2K - $102K
|
17.1K
$760K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.23KNew |
$73.6K - $93.9K
|
2.23K
$99.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.19K+ 8.67% |
$72.2K - $92.1K
|
27.5K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.12K+ 31.34% |
$70K - $89.3K
|
8.9K
$396K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.02K+ 15.36% |
$66.6K - $85K
|
15.2K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 27.36% |
$65.2K - $83.1K
|
9.2K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.74K+ 52.29% |
$57.3K - $73.1K
|
5.06K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.65KNew |
$54.2K - $69.2K
|
1.65K
$73.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.58K+ 27.81% |
$52.1K - $66.5K
|
7.27K
$323K
|
|