Purchases and Sales Made in Q2 2025 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
7.41M+ 788.64% |
$239M - $297M
|
8.35M
$364M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.34M+ 81.4% |
$75.3M - $93.5M
|
5.2M
$226M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.99M+ 320.39% |
$64.2M - $79.6M
|
2.61M
$114M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.7M+ 28780.43% |
$55M - $68.2M
|
1.71M
$74.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.33MNew |
$42.9M - $53.2M
|
1.33M
$57.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.28M+ 1907.98% |
$41.4M - $51.3M
|
1.35M
$58.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06M+ 21.58% |
$34.1M - $42.3M
|
5.96M
$259M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
857KNew |
$27.6M - $34.3M
|
857K
$37.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
765K+ 56.96% |
$24.7M - $30.6M
|
2.11M
$91.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
764K+ 4.73% |
$24.6M - $30.6M
|
16.9M
$736M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
574K+ 294.82% |
$18.5M - $23M
|
769K
$33.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
487K+ 28.12% |
$15.7M - $19.5M
|
2.22M
$96.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
457K+ 7.06% |
$14.8M - $18.3M
|
6.94M
$302M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
424K+ 4932.5% |
$13.7M - $17M
|
433K
$18.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
407K+ 63.89% |
$13.1M - $16.3M
|
1.04M
$45.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
305K+ 27.92% |
$9.85M - $12.2M
|
1.4M
$60.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
249K+ 4.38% |
$8.02M - $9.96M
|
5.93M
$258M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
194K+ 63.57% |
$6.25M - $7.76M
|
499K
$21.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
188KNew |
$6.06M - $7.52M
|
188K
$8.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
177K+ 1902.84% |
$5.7M - $7.07M
|
186K
$8.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
175K+ 38.16% |
$5.66M - $7.02M
|
635K
$27.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
159KNew |
$5.13M - $6.36M
|
159K
$6.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
153K+ 19.87% |
$4.94M - $6.13M
|
925K
$40.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
137K+ 1254.09% |
$4.42M - $5.49M
|
148K
$6.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
135K+ 161.35% |
$4.34M - $5.39M
|
218K
$9.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
133K+ 2280.15% |
$4.28M - $5.31M
|
138K
$6.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
121K+ 107.53% |
$3.91M - $4.85M
|
234K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110K+ 12.63% |
$3.56M - $4.41M
|
983K
$42.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
110K+ 26.2% |
$3.54M - $4.4M
|
529K
$23M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
109K+ 125.24% |
$3.5M - $4.34M
|
195K
$8.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
103K+ 25.58% |
$3.33M - $4.13M
|
506K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
99.6KNew |
$3.21M - $3.99M
|
99.6K
$4.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
98.3K+ 157.07% |
$3.17M - $3.93M
|
161K
$7M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
91.6KNew |
$2.95M - $3.66M
|
91.6K
$3.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
88.1K+ 9.19% |
$2.84M - $3.53M
|
1.05M
$45.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
86.1KNew |
$2.78M - $3.45M
|
86.1K
$3.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
85K+ 9.56% |
$2.74M - $3.4M
|
974K
$42.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
78.8K+ 10.15% |
$2.54M - $3.15M
|
855K
$37.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75.5K+ 26.14% |
$2.43M - $3.02M
|
364K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
71.1K+ 54.06% |
$2.29M - $2.84M
|
203K
$8.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
66.7K+ 163.28% |
$2.15M - $2.67M
|
108K
$4.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.5K+ 56.42% |
$2.08M - $2.58M
|
179K
$7.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
62.1KNew |
$2M - $2.48M
|
62.1K
$2.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
60.6K+ 8.69% |
$1.95M - $2.43M
|
758K
$33M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
57.1K+ 26.35% |
$1.84M - $2.29M
|
274K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.1K+ 0.89% |
$1.71M - $2.13M
|
6.05M
$263M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51.8K+ 197.11% |
$1.67M - $2.07M
|
78K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.6K+ 8.77% |
$1.66M - $2.06M
|
639K
$27.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
47.7K+ 112.59% |
$1.54M - $1.91M
|
90.1K
$3.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47.6K+ 110.37% |
$1.53M - $1.9M
|
90.7K
$3.95M
|