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 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
21.1K+ 5.33% |
$694K - $790K
|
417K
$16.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
20.7K+ 2.6% |
$680K - $775K
|
815K
$31.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
20.4K+ 2.0% |
$672K - $765K
|
1.04M
$40.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20K+ 86.84% |
$659K - $750K
|
43.1K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18.6K+ 1673.61% |
$613K - $698K
|
19.8K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
18.5K+ 4.14% |
$609K - $694K
|
466K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
18.5KNew |
$608K - $692K
|
18.5K
$721K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.6K+ 136.89% |
$578K - $658K
|
30.4K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
17.6KNew |
$578K - $658K
|
17.6K
$685K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.5K+ 2.99% |
$575K - $655K
|
603K
$23.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
17.3K+ 3.52% |
$568K - $646K
|
508K
$19.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.8K+ 2.55% |
$554K - $631K
|
677K
$26.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
16.7K+ 7.04% |
$548K - $624K
|
253K
$9.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 2.36% |
$520K - $592K
|
684K
$26.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.7K+ 71.59% |
$516K - $588K
|
37.6K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15.5K+ 5.35% |
$509K - $579K
|
304K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15.2K+ 8.06% |
$499K - $568K
|
203K
$7.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
15K+ 6.79% |
$494K - $563K
|
236K
$9.22M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15K+ 22.75% |
$493K - $562K
|
80.9K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
14.9KNew |
$489K - $557K
|
14.9K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 58.88% |
$438K - $498K
|
35.9K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.3KNew |
$436K - $497K
|
13.3K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
13.3K+ 13.7% |
$436K - $496K
|
110K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.3KNew |
$436K - $496K
|
13.3K
$517K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
13.2K+ 3.42% |
$434K - $493K
|
398K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
13KNew |
$429K - $488K
|
13K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.8KNew |
$420K - $479K
|
12.8K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.7K+ 8.3% |
$419K - $477K
|
166K
$6.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$413K - $470K
|
12.6K
$490K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12.2K+ 15.61% |
$403K - $459K
|
90.7K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.5K+ 14980.52% |
$380K - $432K
|
11.6K
$453K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.4KNew |
$377K - $429K
|
11.4K
$447K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
10.6K+ 4.51% |
$349K - $397K
|
245K
$9.58M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.6K+ 3.79% |
$347K - $395K
|
289K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10.4K+ 128.82% |
$341K - $388K
|
18.4K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$336K - $382K
|
10.2K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10K+ 8.11% |
$329K - $374K
|
133K
$5.2M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.52K+ 5.94% |
$313K - $356K
|
170K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.38KNew |
$309K - $351K
|
9.38K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.35K+ 98.01% |
$308K - $350K
|
18.9K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.33K+ 3.34% |
$307K - $349K
|
289K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.32K+ 1.38% |
$307K - $349K
|
685K
$26.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.29KNew |
$306K - $348K
|
9.29K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.21KNew |
$303K - $345K
|
9.21K
$360K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.03K+ 8.64% |
$297K - $338K
|
113K
$4.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
8.98K+ 2.3% |
$295K - $336K
|
399K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.93KNew |
$294K - $334K
|
8.93K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.83K+ 45.48% |
$290K - $331K
|
28.2K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.46K+ 3.36% |
$278K - $317K
|
260K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.44K+ 77.11% |
$278K - $316K
|
19.4K
$756K
|