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 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.61K+ 2.5% |
$52.9K - $60.2K
|
65.8K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.6K+ 10.05% |
$52.5K - $59.8K
|
17.5K
$682K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.56K+ 2.89% |
$51.2K - $58.3K
|
55.5K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.55K+ 86.71% |
$50.9K - $57.9K
|
3.33K
$130K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.53K+ 0.77% |
$50.4K - $57.4K
|
199K
$7.78M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.52K+ 2.54% |
$50.1K - $57K
|
61.5K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.51KNew |
$49.7K - $56.5K
|
1.51K
$58.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.44K+ 8.03% |
$47.4K - $54K
|
19.4K
$757K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.4K+ 1.63% |
$46.1K - $52.5K
|
87.5K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.39K+ 15.53% |
$45.8K - $52.1K
|
10.4K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.34KNew |
$44.1K - $50.1K
|
1.34K
$52.2K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.25K+ 19.98% |
$41.1K - $46.8K
|
7.5K
$293K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1.23KNew |
$40.5K - $46.1K
|
1.23K
$48K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.16K+ 5.7% |
$38K - $43.3K
|
21.5K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$37.7K - $42.9K
|
1.15K
$44.7K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.07K+ 13.64% |
$35.3K - $40.1K
|
8.93K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 1.73% |
$34.2K - $38.9K
|
61.2K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.02K+ 11.41% |
$33.7K - $38.3K
|
10K
$390K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.01K+ 2.92% |
$33.2K - $37.8K
|
35.6K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
999+ 3.54% |
$32.9K - $37.4K
|
29.2K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
953+ 87.03% |
$31.4K - $35.7K
|
2.05K
$79.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
938+ 2.12% |
$30.9K - $35.1K
|
45.3K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
886+ 7.87% |
$29.1K - $33.2K
|
12.1K
$474K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
855+ 0.46% |
$28.1K - $32K
|
186K
$7.24M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
836+ 5.61% |
$27.5K - $31.3K
|
15.7K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
832+ 3.51% |
$27.4K - $31.2K
|
24.5K
$958K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
826New |
$27.2K - $30.9K
|
826
$32.2K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
789+ 3.99% |
$26K - $29.5K
|
20.6K
$803K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
774+ 5.95% |
$25.5K - $29K
|
13.8K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
744+ 502.7% |
$24.5K - $27.9K
|
892
$34.8K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
743+ 7.13% |
$24.4K - $27.8K
|
11.2K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
720+ 2.49% |
$23.7K - $27K
|
29.6K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
699+ 3.1% |
$23K - $26.2K
|
23.2K
$906K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
695+ 7.25% |
$22.9K - $26K
|
10.3K
$401K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
687+ 6.71% |
$22.6K - $25.7K
|
10.9K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
674+ 4.25% |
$22.2K - $25.2K
|
16.5K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
642New |
$21.1K - $24K
|
642
$25.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
632New |
$20.8K - $23.7K
|
632
$24.7K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
628+ 12.14% |
$20.7K - $23.5K
|
5.8K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
625New |
$20.6K - $23.4K
|
625
$24.4K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
568New |
$18.7K - $21.3K
|
568
$22.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
546New |
$18K - $20.4K
|
546
$21.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
541+ 4.64% |
$17.8K - $20.3K
|
12.2K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
418+ 0.8% |
$13.8K - $15.7K
|
52.4K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
411+ 2.04% |
$13.5K - $15.4K
|
20.5K
$800K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
405+ 5.16% |
$13.3K - $15.2K
|
8.26K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
385+ 0.3% |
$12.7K - $14.4K
|
128K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
368+ 6.62% |
$12.1K - $13.8K
|
5.92K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
352New |
$11.6K - $13.2K
|
352
$13.7K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
321+ 4.26% |
$10.6K - $12K
|
7.85K
$306K
|