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 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.42K+ 128.73% |
$277K - $315K
|
15K
$584K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.34KNew |
$274K - $312K
|
8.34K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
8.21KNew |
$270K - $307K
|
8.21K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.13KNew |
$268K - $305K
|
8.13K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8.1K+ 3.28% |
$267K - $303K
|
255K
$9.97M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.87KNew |
$259K - $295K
|
7.87K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.87K+ 21.87% |
$259K - $295K
|
43.9K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.5K+ 8.6% |
$247K - $281K
|
94.7K
$3.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.23K+ 63.37% |
$238K - $271K
|
18.6K
$727K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.1K+ 19.57% |
$233K - $266K
|
43.4K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.08K+ 31.74% |
$233K - $265K
|
29.4K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.87KNew |
$226K - $257K
|
6.87K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.78KNew |
$223K - $254K
|
6.78K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.68K+ 7.35% |
$220K - $250K
|
97.5K
$3.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.66KNew |
$219K - $250K
|
6.66K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.61KNew |
$218K - $248K
|
6.61K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.59KNew |
$217K - $247K
|
6.59K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
6.56KNew |
$216K - $245K
|
6.56K
$256K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.54K+ 11.62% |
$215K - $245K
|
62.8K
$2.45M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.38KNew |
$210K - $239K
|
6.38K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.34K+ 14.01% |
$208K - $237K
|
51.6K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6.27K+ 4.36% |
$206K - $235K
|
150K
$5.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.15KNew |
$202K - $230K
|
6.15K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
5.97K+ 10.6% |
$196K - $224K
|
62.3K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.95KNew |
$196K - $223K
|
5.95K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.88KNew |
$193K - $220K
|
5.88K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.83KNew |
$192K - $218K
|
5.83K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.82KNew |
$191K - $218K
|
5.82K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.81K+ 44.47% |
$191K - $217K
|
18.9K
$736K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.75KNew |
$189K - $215K
|
5.75K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.73KNew |
$189K - $215K
|
5.73K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.72K+ 1.77% |
$188K - $214K
|
329K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.57K+ 1.94% |
$183K - $208K
|
292K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.55K+ 6.92% |
$183K - $208K
|
85.7K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.52K+ 194.57% |
$182K - $207K
|
8.35K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.49K+ 4.51% |
$181K - $206K
|
127K
$4.96M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.32K+ 2.77% |
$175K - $199K
|
198K
$7.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.24K+ 39.77% |
$172K - $196K
|
18.4K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.2K+ 1.3% |
$171K - $195K
|
405K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.16K+ 3.35% |
$170K - $193K
|
159K
$6.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 16.49% |
$167K - $190K
|
35.9K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.04K+ 21900.0% |
$166K - $189K
|
5.06K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5K+ 10.31% |
$165K - $187K
|
53.5K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.94K+ 8.24% |
$162K - $185K
|
64.8K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.74K+ 75.94% |
$156K - $178K
|
11K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.67K+ 2.12% |
$154K - $175K
|
225K
$8.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.57K+ 3.95% |
$150K - $171K
|
120K
$4.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.37K+ 6.94% |
$144K - $164K
|
67.3K
$2.62M
|