Purchases and Sales Made in Q1 2025 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL INTL LARGE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
995K+ 0.67% |
$32.7M - $37.2M
|
149M
$5.81B
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
744KNew |
$24.5M - $27.9M
|
744K
$29M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
607K+ 10.33% |
$20M - $22.7M
|
6.48M
$253M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
469K+ 47.56% |
$15.4M - $17.6M
|
1.46M
$56.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
448K+ 50.0% |
$14.7M - $16.8M
|
1.34M
$52.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
307K+ 6.69% |
$10.1M - $11.5M
|
4.9M
$191M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
305KNew |
$10M - $11.4M
|
305K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
217KNew |
$7.13M - $8.12M
|
217K
$8.46M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
215K+ 24.5% |
$7.08M - $8.06M
|
1.09M
$42.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
190K+ 32.63% |
$6.24M - $7.11M
|
771K
$30.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172K+ 38.29% |
$5.66M - $6.44M
|
621K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
167K+ 1.5% |
$5.5M - $6.27M
|
11.4M
$443M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167K+ 10.67% |
$5.49M - $6.25M
|
1.73M
$67.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
153KNew |
$5.02M - $5.72M
|
153K
$5.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
147K+ 28.04% |
$4.83M - $5.5M
|
670K
$26.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
144K+ 22.78% |
$4.74M - $5.4M
|
777K
$30.3M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
117K+ 60.94% |
$3.84M - $4.37M
|
308K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
115K+ 14.92% |
$3.8M - $4.32M
|
889K
$34.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 122.89% |
$3.76M - $4.28M
|
208K
$8.1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
82K+ 1764.75% |
$2.7M - $3.07M
|
86.7K
$3.38M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
81.1K+ 8.52% |
$2.67M - $3.04M
|
1.03M
$40.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
69.1K+ 4.95% |
$2.27M - $2.59M
|
1.47M
$57.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
66.9K+ 405.96% |
$2.2M - $2.51M
|
83.4K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.3KNew |
$2.02M - $2.3M
|
61.3K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
61.2K+ 6.82% |
$2.01M - $2.29M
|
959K
$37.4M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
60.8KNew |
$2M - $2.28M
|
60.8K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.5K+ 5.8% |
$1.76M - $2.01M
|
976K
$38.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.4K+ 584.11% |
$1.76M - $2M
|
62.6K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.9KNew |
$1.68M - $1.91M
|
50.9K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
46.9K+ 3.71% |
$1.54M - $1.76M
|
1.31M
$51.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.7K+ 5.38% |
$1.44M - $1.64M
|
855K
$33.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
42.4KNew |
$1.39M - $1.59M
|
42.4K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
41.8K+ 5.7% |
$1.38M - $1.57M
|
776K
$30.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40.9KNew |
$1.34M - $1.53M
|
40.9K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.6KNew |
$1.33M - $1.52M
|
40.6K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
37.4KNew |
$1.23M - $1.4M
|
37.4K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
35.5K+ 3.66% |
$1.17M - $1.33M
|
1M
$39.2M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
35KNew |
$1.15M - $1.31M
|
35K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
35K+ 43.73% |
$1.15M - $1.31M
|
115K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
29.2K+ 106.66% |
$962K - $1.1M
|
56.7K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28.3K+ 70.46% |
$930K - $1.06M
|
68.4K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.9K+ 7.18% |
$917K - $1.04M
|
416K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
27.1KNew |
$890K - $1.01M
|
27.1K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.3KNew |
$864K - $984K
|
26.3K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
26.2K+ 507.97% |
$861K - $980K
|
31.3K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
26K+ 22.97% |
$857K - $975K
|
139K
$5.44M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
24.3KNew |
$799K - $909K
|
24.3K
$947K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
23.9KNew |
$785K - $894K
|
23.9K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22.7K+ 4.5% |
$748K - $852K
|
528K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21.9K+ 5.98% |
$720K - $819K
|
388K
$15.1M
|