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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.25K+ 42.82% |
$140K - $159K
|
14.2K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.23K+ 0.56% |
$139K - $158K
|
765K
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.16KNew |
$137K - $156K
|
4.16K
$162K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.08K+ 3.57% |
$134K - $153K
|
118K
$4.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.99K+ 4.84% |
$131K - $149K
|
86.4K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.74K+ 1926.29% |
$123K - $140K
|
3.93K
$153K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.65K+ 3.36% |
$120K - $137K
|
112K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
3.61K+ 16.85% |
$119K - $135K
|
25K
$977K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 3.45% |
$117K - $133K
|
106K
$4.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.48K+ 51.94% |
$114K - $130K
|
10.2K
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$114K - $130K
|
3.48K
$136K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.44K+ 5.19% |
$113K - $129K
|
69.7K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.3K+ 23.29% |
$109K - $124K
|
17.5K
$682K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.28K+ 3.63% |
$108K - $123K
|
93.8K
$3.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.26K+ 2.37% |
$107K - $122K
|
141K
$5.5M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.22K+ 10.81% |
$106K - $121K
|
33K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.16K+ 1.37% |
$104K - $118K
|
235K
$9.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.07K+ 0.76% |
$101K - $115K
|
408K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.97K+ 36.99% |
$97.5K - $111K
|
11K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.8KNew |
$92.1K - $105K
|
2.8K
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 0.79% |
$90.2K - $103K
|
349K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.74K+ 68.78% |
$90.1K - $103K
|
6.72K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.7K+ 2.29% |
$88.9K - $101K
|
120K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.68K+ 2.56% |
$88.3K - $100K
|
107K
$4.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.68K+ 0.73% |
$88.2K - $100K
|
368K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.67K+ 27.55% |
$87.8K - $100K
|
12.4K
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.59K+ 139.57% |
$85.2K - $97K
|
4.44K
$173K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.58K+ 39.46% |
$84.8K - $96.5K
|
9.11K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.57K+ 24.92% |
$84.5K - $96.2K
|
12.9K
$502K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.53K+ 14.01% |
$83.2K - $94.7K
|
20.6K
$803K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.49K+ 19.73% |
$82K - $93.3K
|
15.1K
$590K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.43K+ 6.12% |
$79.8K - $90.9K
|
42.1K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.3K+ 7.88% |
$75.7K - $86.1K
|
31.5K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 11.71% |
$72.8K - $82.9K
|
21.1K
$824K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.19K+ 92.71% |
$71.9K - $81.9K
|
4.54K
$177K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.15K+ 27.64% |
$70.6K - $80.4K
|
9.91K
$387K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.14K+ 5.55% |
$70.3K - $80K
|
40.6K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.14K+ 2809.21% |
$70.2K - $80K
|
2.21K
$86.3K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.09K+ 4.78% |
$68.8K - $78.3K
|
45.9K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.96K+ 1.89% |
$64.4K - $73.3K
|
105K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.96KNew |
$64.3K - $73.2K
|
1.96K
$76.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93K+ 630.39% |
$63.5K - $72.2K
|
2.24K
$87.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.81K+ 5.29% |
$59.6K - $67.9K
|
36.1K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.79K+ 33.98% |
$58.9K - $67K
|
7.06K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.75K+ 2.95% |
$57.6K - $65.6K
|
61.1K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.72K+ 25.05% |
$56.6K - $64.5K
|
8.59K
$335K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.7KNew |
$55.8K - $63.5K
|
1.7K
$66.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.69K+ 13.42% |
$55.6K - $63.3K
|
14.3K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.66K+ 8.66% |
$54.5K - $62.1K
|
20.8K
$812K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 23.71% |
$54.3K - $61.8K
|
8.61K
$336K
|