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 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
38New |
$1.25K - $1.6K
|
38
$1.69K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.46% |
$1.15K - $1.47K
|
7.69K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 4.44% |
$1.02K - $1.3K
|
729
$32.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
27+ 0.44% |
$890 - $1.14K
|
6.16K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
25+ 0.22% |
$824 - $1.05K
|
11.4K
$510K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
23+ 0.45% |
$758 - $967
|
5.08K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 12.86% |
$593 - $757
|
158
$7.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16+ 0.26% |
$528 - $673
|
6.08K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.45% |
$297 - $378
|
2K
$89.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8New |
$264 - $336
|
8
$356
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8New |
$264 - $336
|
8
$356
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 6.19% |
$198 - $252
|
103
$4.59K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.14% |
$65.9 - $84.1
|
1.4K
$62.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.01% |
$33 - $42.1
|
8.79K
$391K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.81% |
$33 - $42.1
|
125
$5.57K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.53% |
$33 - $42.1
|
188
$8.37K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 3.13% |
$33 - $42.1
|
33
$1.47K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 0.3% |
$132 - $168
|
1.32K
$58.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8- 6.61% |
$264 - $336
|
113
$5.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 52.38% |
$363 - $463
|
10
$445
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21- 1.55% |
$692 - $883
|
1.34K
$59.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-25- 0.42% |
$824 - $1.05K
|
5.98K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 81.82% |
$890 - $1.14K
|
6
$267
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-38- 0.67% |
$1.25K - $1.6K
|
5.67K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-60- 0.65% |
$1.98K - $2.52K
|
9.13K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61- 34.86% |
$2.01K - $2.57K
|
114
$5.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-80- 86.96% |
$2.64K - $3.36K
|
12
$534
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-120- 0.82% |
$3.96K - $5.05K
|
14.5K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-123- 26.68% |
$4.06K - $5.17K
|
338
$15K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-150- 0.47% |
$4.95K - $6.31K
|
31.9K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-158- 3.77% |
$5.21K - $6.64K
|
4.04K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-174- 90.16% |
$5.74K - $7.32K
|
19
$846
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-187- 10.07% |
$6.17K - $7.86K
|
1.67K
$74.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-216- 7.99% |
$7.12K - $9.08K
|
2.49K
$111K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-231- 11.35% |
$7.62K - $9.71K
|
1.81K
$80.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-245- 9.68% |
$8.08K - $10.3K
|
2.29K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-245- 92.11% |
$8.08K - $10.3K
|
21
$935
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-330- 3.75% |
$10.9K - $13.9K
|
8.47K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-351- 0.74% |
$11.6K - $14.8K
|
47K
$2.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-387- 57.0% |
$12.8K - $16.3K
|
292
$13K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-435- 1.16% |
$14.3K - $18.3K
|
37.1K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-540- 0.34% |
$17.8K - $22.7K
|
159K
$7.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-544- 7.08% |
$17.9K - $22.9K
|
7.14K
$318K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-545- 6.49% |
$18K - $22.9K
|
7.86K
$350K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-573- 0.52% |
$18.9K - $24.1K
|
109K
$4.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-582- 3.64% |
$19.2K - $24.5K
|
15.4K
$686K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-821- 91.94% |
$27.1K - $34.5K
|
72
$3.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-882- 28.3% |
$29.1K - $37.1K
|
2.24K
$99.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-883- 1.1% |
$29.1K - $37.1K
|
79.3K
$3.53M
|
|