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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.22K- 13.86% |
$172K - $195K
|
32.4K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.39K- 2.33% |
$177K - $202K
|
226K
$8.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.54K- 17.6% |
$182K - $207K
|
25.9K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.09K- 0.24% |
$200K - $228K
|
2.59M
$101M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.16K- 0.75% |
$203K - $231K
|
816K
$31.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6.25K- 1.97% |
$206K - $234K
|
311K
$12.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-6.38K- 4.63% |
$210K - $239K
|
131K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.84K- 16.08% |
$225K - $256K
|
35.7K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-7.03K- 7.89% |
$231K - $263K
|
82K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-7.1K- 41.75% |
$234K - $266K
|
9.9K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-7.3K- 1.14% |
$240K - $274K
|
631K
$24.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.48K- 3.93% |
$246K - $280K
|
183K
$7.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.58K- 21.77% |
$249K - $284K
|
27.2K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.59K- 43.93% |
$250K - $284K
|
9.69K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-7.66K- 1.21% |
$252K - $287K
|
625K
$24.4M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-7.7K- 7.72% |
$253K - $288K
|
92.1K
$3.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-7.73K- 4.67% |
$254K - $289K
|
158K
$6.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-7.95K- 2.42% |
$262K - $298K
|
321K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-8.23K- 94.59% |
$271K - $308K
|
470
$18.3K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.05K- 38.16% |
$298K - $339K
|
14.7K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-9.39K- 57.46% |
$309K - $352K
|
6.95K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-10.2K- 14.29% |
$335K - $381K
|
61K
$2.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.4K- 5.9% |
$341K - $389K
|
166K
$6.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-10.9K- 4.85% |
$358K - $408K
|
214K
$8.34M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-12.4K- 15.81% |
$409K - $466K
|
66.2K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-13K- 17.24% |
$429K - $488K
|
62.6K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 53.47% |
$447K - $509K
|
11.8K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 3.29% |
$448K - $510K
|
401K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-14.2K- 20.54% |
$467K - $532K
|
54.9K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-14.5K- 5.95% |
$476K - $542K
|
229K
$8.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-15.3K- 13.85% |
$502K - $572K
|
94.9K
$3.7M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15.4K- 1.05% |
$508K - $578K
|
1.45M
$56.7M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-15.7K- 2.74% |
$518K - $590K
|
560K
$21.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-17.3K- 3.04% |
$571K - $650K
|
553K
$21.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-17.4K- 0.94% |
$573K - $653K
|
1.83M
$71.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-18K- 44.89% |
$592K - $674K
|
22.1K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.4K- 13.85% |
$604K - $688K
|
114K
$4.46M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18.5K- 2.64% |
$608K - $692K
|
681K
$26.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18.6K- 8.72% |
$612K - $696K
|
195K
$7.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.2K- 37.3% |
$633K - $721K
|
32.3K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21KClosed |
$690K - $786K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-24.9K- 50.1% |
$820K - $933K
|
24.8K
$968K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 2.81% |
$831K - $946K
|
873K
$34.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-27.8K- 6.46% |
$916K - $1.04M
|
403K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.9K- 38.1% |
$952K - $1.08M
|
47K
$1.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-34K- 8.19% |
$1.12M - $1.27M
|
381K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.6K- 35.17% |
$1.2M - $1.37M
|
67.4K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37.8K- 99.96% |
$1.24M - $1.42M
|
14
$546
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-39.6K- 4.8% |
$1.3M - $1.48M
|
787K
$30.7M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41.4K- 59.27% |
$1.36M - $1.55M
|
28.4K
$1.11M
|