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
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.53K- 88.81% |
$50.4K - $57.3K
|
193
$7.53K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.57K- 2.74% |
$51.7K - $58.8K
|
55.7K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.58K- 2.14% |
$51.9K - $59.1K
|
72.3K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.59K- 21.74% |
$52.3K - $59.5K
|
5.72K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.6K- 1.96% |
$52.6K - $59.9K
|
79.9K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.62K- 1.69% |
$53.4K - $60.8K
|
94.3K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.66K- 32.74% |
$54.5K - $62.1K
|
3.41K
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.7K- 15.14% |
$55.8K - $63.5K
|
9.51K
$371K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.71K- 13.49% |
$56.1K - $63.9K
|
10.9K
$426K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.75K- 18.87% |
$57.5K - $65.5K
|
7.52K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.76K- 6.15% |
$57.8K - $65.8K
|
26.8K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.77K- 4.08% |
$58.1K - $66.1K
|
41.5K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 16.17% |
$59.3K - $67.4K
|
9.34K
$364K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 21.6% |
$60.1K - $68.4K
|
6.63K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 24.76% |
$61.7K - $70.2K
|
5.7K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 23.49% |
$65.8K - $74.9K
|
6.52K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.09K- 24.5% |
$68.8K - $78.3K
|
6.45K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 3.9% |
$70K - $79.7K
|
52.4K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.27K- 2.97% |
$74.8K - $85.2K
|
74.2K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.29K- 9.31% |
$75.4K - $85.8K
|
22.3K
$870K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.33K- 11.42% |
$76.7K - $87.3K
|
18.1K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 4.73% |
$83.1K - $94.6K
|
50.9K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.61K- 7.03% |
$85.9K - $97.8K
|
34.5K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.65K- 7.06% |
$87.1K - $99.2K
|
34.8K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.74K- 1.01% |
$90.1K - $103K
|
269K
$10.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.77K- 0.6% |
$91.3K - $104K
|
460K
$17.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.88K- 3.31% |
$94.6K - $108K
|
84.1K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.95K- 8.18% |
$97K - $110K
|
33.1K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.95K- 2.89% |
$97.1K - $110K
|
99.2K
$3.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.97K- 1.92% |
$97.8K - $111K
|
152K
$5.94M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-3K- 31.84% |
$98.7K - $112K
|
6.42K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.09K- 2.28% |
$102K - $116K
|
133K
$5.18M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.11K- 10.68% |
$102K - $117K
|
26K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.21K- 33.7% |
$106K - $120K
|
6.31K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-3.25K- 3.79% |
$107K - $122K
|
82.6K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.31K- 32.8% |
$109K - $124K
|
6.77K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 18.5% |
$111K - $127K
|
14.9K
$582K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.63K- 6.46% |
$119K - $136K
|
52.6K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.67K- 21.74% |
$121K - $137K
|
13.2K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.74K- 20.08% |
$123K - $140K
|
14.9K
$580K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.86K- 2.26% |
$127K - $145K
|
167K
$6.52M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.91K- 1.75% |
$129K - $146K
|
220K
$8.57M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.22K- 4.77% |
$139K - $158K
|
84.1K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.57K- 7.66% |
$150K - $171K
|
55K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.65K- 2.69% |
$153K - $174K
|
168K
$6.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.68K- 4.23% |
$154K - $175K
|
106K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.94K- 0.74% |
$163K - $185K
|
666K
$26M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-4.95K- 11.9% |
$163K - $186K
|
36.7K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.16K- 13.58% |
$170K - $193K
|
32.9K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.2K- 42.62% |
$171K - $195K
|
6.99K
$273K
|