Purchases and Sales Made in Q3 2025 in Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.6M+ 121826.2% |
$67.1M - $72.5M
|
1.61M
$71.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
285K+ 512.05% |
$11.9M - $12.9M
|
340K
$15.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
143KNew |
$5.97M - $6.45M
|
143K
$6.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
83.1K+ 235.95% |
$3.48M - $3.76M
|
118K
$5.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
59.4K+ 253.1% |
$2.48M - $2.69M
|
82.9K
$3.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56.6KNew |
$2.36M - $2.56M
|
56.6K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
28.7KNew |
$1.2M - $1.3M
|
28.7K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
24.6KNew |
$1.03M - $1.11M
|
24.6K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
20.9KNew |
$874K - $945K
|
20.9K
$931K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.5KNew |
$691K - $748K
|
16.5K
$736K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6K+ 6.4% |
$529K - $572K
|
210K
$9.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$457K - $494K
|
10.9K
$486K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10K+ 112.92% |
$418K - $453K
|
18.9K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.3K+ 54.49% |
$389K - $421K
|
26.4K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.8KNew |
$368K - $398K
|
8.8K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.69K+ 25.86% |
$363K - $393K
|
42.3K
$1.88M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.91K+ 3.79% |
$331K - $357K
|
217K
$9.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.34K+ 3.75% |
$307K - $332K
|
203K
$9.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.98K+ 83.49% |
$250K - $270K
|
13.1K
$585K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.71K+ 80.32% |
$239K - $258K
|
12.8K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.54KNew |
$231K - $250K
|
5.54K
$246K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.45K+ 3.13% |
$228K - $246K
|
180K
$7.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.09KNew |
$213K - $230K
|
5.09K
$227K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.83K+ 1.73% |
$202K - $218K
|
283K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.67KNew |
$195K - $211K
|
4.67K
$208K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.56KNew |
$191K - $206K
|
4.56K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.41K+ 21.92% |
$185K - $200K
|
24.5K
$1.09M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.22KNew |
$176K - $191K
|
4.22K
$188K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.87K+ 1.45% |
$162K - $175K
|
270K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.85K+ 1.93% |
$161K - $174K
|
203K
$9.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.54K+ 4.46% |
$148K - $160K
|
82.9K
$3.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.45K+ 83.14% |
$144K - $156K
|
7.59K
$338K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.69K+ 9.79% |
$112K - $122K
|
30.1K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.55K+ 7.97% |
$106K - $115K
|
34.5K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.53K+ 11.73% |
$106K - $115K
|
24.1K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.26KNew |
$94.4K - $102K
|
2.26K
$101K
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
2.23K+ 4.87% |
$93.2K - $101K
|
48K
$2.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.12K+ 32.2% |
$88.5K - $95.7K
|
8.69K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.81K+ 3.85% |
$75.7K - $81.8K
|
48.8K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
1.79K+ 9.45% |
$74.8K - $80.9K
|
20.7K
$923K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.76K+ 1708.74% |
$73.6K - $79.6K
|
1.86K
$82.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.53K+ 168.06% |
$64K - $69.2K
|
2.44K
$109K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52K+ 24.99% |
$63.3K - $68.5K
|
7.58K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 3.66% |
$62.7K - $67.8K
|
42.4K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 8.78% |
$59.5K - $64.4K
|
17.6K
$786K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.42K+ 5.28% |
$59.3K - $64.2K
|
28.3K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.4K+ 24.61% |
$58.6K - $63.3K
|
7.09K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.16K+ 2.94% |
$48.5K - $52.5K
|
40.7K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05K+ 1.18% |
$43.7K - $47.3K
|
90K
$4.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
974+ 1623.33% |
$40.7K - $44K
|
1.03K
$46K
|
|