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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-170- 0.86% |
$5.59K - $6.37K
|
19.7K
$705K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-209- 3.37% |
$6.88K - $7.83K
|
6K
$215K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-244- 1.34% |
$8.03K - $9.14K
|
18K
$644K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-268- 1.83% |
$8.82K - $10K
|
14.4K
$514K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-322- 21.96% |
$10.6K - $12.1K
|
1.14K
$41K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-371- 1.58% |
$12.2K - $13.9K
|
23.1K
$829K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-554- 4.61% |
$18.2K - $20.7K
|
11.5K
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-555- 0.9% |
$18.3K - $20.8K
|
61.2K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-704- 96.17% |
$23.2K - $26.4K
|
28
$1K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.24K- 2.45% |
$40.6K - $46.3K
|
49.2K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.35K- 9.39% |
$44.4K - $50.6K
|
13K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.66K- 32.74% |
$54.5K - $62.1K
|
3.41K
$122K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 16.17% |
$59.3K - $67.4K
|
9.34K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 21.6% |
$60.1K - $68.4K
|
6.63K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 23.49% |
$65.8K - $74.9K
|
6.52K
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.65K- 7.06% |
$87.1K - $99.2K
|
34.8K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.09K- 2.28% |
$102K - $116K
|
133K
$4.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 18.5% |
$111K - $127K
|
14.9K
$534K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.63K- 6.46% |
$119K - $136K
|
52.6K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.86K- 2.26% |
$127K - $145K
|
167K
$5.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-4.95K- 11.9% |
$163K - $186K
|
36.7K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6.25K- 1.97% |
$206K - $234K
|
311K
$11.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-6.38K- 4.63% |
$210K - $239K
|
131K
$4.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.58K- 21.77% |
$249K - $284K
|
27.2K
$975K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.4K- 5.9% |
$341K - $389K
|
166K
$5.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-15.3K- 13.85% |
$502K - $572K
|
94.9K
$3.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18.6K- 8.72% |
$612K - $696K
|
195K
$6.97M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-34K- 8.19% |
$1.12M - $1.27M
|
381K
$13.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-63K- 43.77% |
$2.07M - $2.36M
|
80.9K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-71.3K- 60.72% |
$2.35M - $2.67M
|
46.1K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-77.4K- 6.36% |
$2.55M - $2.9M
|
1.14M
$40.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-95.8K- 81.15% |
$3.15M - $3.59M
|
22.3K
$797K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-98.3K- 32.9% |
$3.23M - $3.68M
|
200K
$7.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-130K- 15.68% |
$4.27M - $4.86M
|
697K
$25M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-206K- 84.31% |
$6.77M - $7.71M
|
38.3K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-345K- 36.05% |
$11.3M - $12.9M
|
612K
$21.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.79M- 10.0% |
$59M - $67.2M
|
16.2M
$579M
|