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 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$9.87K - $11.2K
|
300
$11.7K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
298+ 4.68% |
$9.8K - $11.2K
|
6.66K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
284+ 3.62% |
$9.34K - $10.6K
|
8.12K
$317K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
281+ 2.02% |
$9.24K - $10.5K
|
14.2K
$554K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
278New |
$9.15K - $10.4K
|
278
$10.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
277+ 1.19% |
$9.11K - $10.4K
|
23.6K
$922K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
258+ 0.18% |
$8.49K - $9.66K
|
145K
$5.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
256New |
$8.42K - $9.59K
|
256
$9.99K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
248+ 115.35% |
$8.16K - $9.29K
|
463
$18.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
237+ 27.24% |
$7.8K - $8.88K
|
1.11K
$43.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
210+ 11.02% |
$6.91K - $7.86K
|
2.12K
$82.6K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
186+ 2.74% |
$6.12K - $6.97K
|
6.96K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
180+ 47.87% |
$5.92K - $6.74K
|
556
$21.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
174+ 70.16% |
$5.72K - $6.52K
|
422
$16.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
168+ 7.24% |
$5.53K - $6.29K
|
2.49K
$97.2K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
152New |
$5K - $5.69K
|
152
$5.93K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
140+ 4.09% |
$4.61K - $5.24K
|
3.57K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 1.03% |
$4.57K - $5.21K
|
13.6K
$531K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
120New |
$3.95K - $4.49K
|
120
$4.68K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
117+ 0.07% |
$3.85K - $4.38K
|
156K
$6.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
103+ 0.85% |
$3.39K - $3.86K
|
12.2K
$475K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
102New |
$3.36K - $3.82K
|
102
$3.98K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
99New |
$3.26K - $3.71K
|
99
$3.86K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
90+ 11.32% |
$2.96K - $3.37K
|
885
$34.5K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
87+ 0.48% |
$2.86K - $3.26K
|
18.3K
$713K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
72New |
$2.37K - $2.7K
|
72
$2.81K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
68+ 22.67% |
$2.24K - $2.55K
|
368
$14.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
65+ 5.28% |
$2.14K - $2.43K
|
1.3K
$50.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
55New |
$1.81K - $2.06K
|
55
$2.15K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
54+ 0.15% |
$1.78K - $2.02K
|
34.9K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
50New |
$1.65K - $1.87K
|
50
$1.95K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
38+ 2.79% |
$1.25K - $1.42K
|
1.4K
$54.7K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
33+ 0.91% |
$1.09K - $1.24K
|
3.65K
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
29New |
$954 - $1.09K
|
29
$1.13K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.13% |
$855 - $974
|
19.6K
$766K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 0.16% |
$658 - $749
|
12.6K
$492K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19New |
$625 - $712
|
19
$741
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 3.61% |
$395 - $449
|
344
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$65.8 - $74.9
|
11.2K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$65.8 - $74.9
|
7.79K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 0.31% |
$32.9 - $37.5
|
321
$12.5K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1- 0.33% |
$32.9 - $37.5
|
298
$11.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9- 0.07% |
$296 - $337
|
12.5K
$488K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-11- 0.09% |
$362 - $412
|
11.7K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-13- 1.0% |
$428 - $487
|
1.29K
$50.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-16- 0.01% |
$526 - $599
|
160K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23- 0.06% |
$757 - $861
|
39.2K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-24- 1.06% |
$790 - $899
|
2.23K
$87K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 0.14% |
$1.18K - $1.35K
|
25.7K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-37- 0.54% |
$1.22K - $1.39K
|
6.8K
$265K
|