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
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-66- 0.18% |
$2.17K - $2.47K
|
35.7K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-87- 1.01% |
$2.86K - $3.26K
|
8.52K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-89- 0.03% |
$2.93K - $3.33K
|
353K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-91- 0.92% |
$2.99K - $3.41K
|
9.85K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-96- 0.49% |
$3.16K - $3.6K
|
19.6K
$764K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-115- 1.51% |
$3.78K - $4.31K
|
7.51K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-128- 0.78% |
$4.21K - $4.79K
|
16.3K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-131- 0.87% |
$4.31K - $4.91K
|
14.9K
$581K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-138- 0.6% |
$4.54K - $5.17K
|
22.9K
$894K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-157- 0.34% |
$5.17K - $5.88K
|
46.4K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-163- 1.86% |
$5.36K - $6.1K
|
8.6K
$336K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-170- 0.86% |
$5.59K - $6.37K
|
19.7K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-188- 1.96% |
$6.19K - $7.04K
|
9.38K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-205- 11.12% |
$6.74K - $7.68K
|
1.64K
$64K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-209- 3.37% |
$6.88K - $7.83K
|
6K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-216- 4.74% |
$7.11K - $8.09K
|
4.34K
$169K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-232- 0.28% |
$7.63K - $8.69K
|
82.1K
$3.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-244- 1.34% |
$8.03K - $9.14K
|
18K
$702K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-268- 1.83% |
$8.82K - $10K
|
14.4K
$561K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-278- 50.0% |
$9.15K - $10.4K
|
278
$10.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-298- 0.69% |
$9.8K - $11.2K
|
43K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-322- 21.96% |
$10.6K - $12.1K
|
1.14K
$44.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-343- 0.07% |
$11.3K - $12.8K
|
462K
$18M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-370- 5.0% |
$12.2K - $13.9K
|
7.03K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-371- 1.58% |
$12.2K - $13.9K
|
23.1K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-380- 0.61% |
$12.5K - $14.2K
|
62.3K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-421- 66.4% |
$13.9K - $15.8K
|
213
$8.31K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-459- 0.93% |
$15.1K - $17.2K
|
48.7K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-500- 2.88% |
$16.5K - $18.7K
|
16.9K
$659K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 12.5% |
$16.5K - $18.7K
|
3.5K
$137K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-554- 4.61% |
$18.2K - $20.7K
|
11.5K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-554- 8.04% |
$18.2K - $20.7K
|
6.34K
$247K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-555- 0.9% |
$18.3K - $20.8K
|
61.2K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-689- 6.72% |
$22.7K - $25.8K
|
9.57K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-704- 96.17% |
$23.2K - $26.4K
|
28
$1.09K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-707- 0.34% |
$23.3K - $26.5K
|
207K
$8.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-765- 5.9% |
$25.2K - $28.6K
|
12.2K
$476K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-774- 3.61% |
$25.5K - $29K
|
20.7K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-851- 1.23% |
$28K - $31.9K
|
68.2K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-883- 2.15% |
$29.1K - $33.1K
|
40.1K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-951- 2.77% |
$31.3K - $35.6K
|
33.3K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.06K- 1.05% |
$34.8K - $39.6K
|
99.7K
$3.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.07K- 12.43% |
$35.1K - $40K
|
7.52K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.19K- 2.45% |
$39.1K - $44.5K
|
47.4K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.24K- 2.45% |
$40.6K - $46.3K
|
49.2K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 9.88% |
$42.1K - $47.9K
|
11.7K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.35K- 9.39% |
$44.4K - $50.6K
|
13K
$509K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 7.08% |
$46K - $52.4K
|
18.4K
$716K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.44K- 15.66% |
$47.5K - $54.1K
|
7.78K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.53K- 1.15% |
$50.3K - $57.2K
|
131K
$5.12M
|