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
$341M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
857KNew |
$27.6M - $34.3M
|
857K
$35M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
765K+ 56.96% |
$24.7M - $30.6M
|
2.11M
$86M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
764K+ 4.73% |
$24.6M - $30.6M
|
16.9M
$691M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
574K+ 294.82% |
$18.5M - $23M
|
769K
$31.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
188KNew |
$6.06M - $7.52M
|
188K
$7.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
137K+ 1254.09% |
$4.42M - $5.49M
|
148K
$6.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
135K+ 161.35% |
$4.34M - $5.39M
|
218K
$8.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
133K+ 2280.15% |
$4.28M - $5.31M
|
138K
$5.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
109K+ 125.24% |
$3.5M - $4.34M
|
195K
$7.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
103K+ 25.58% |
$3.33M - $4.13M
|
506K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
98.3K+ 157.07% |
$3.17M - $3.93M
|
161K
$6.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
91.6KNew |
$2.95M - $3.66M
|
91.6K
$3.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
88.1K+ 9.19% |
$2.84M - $3.53M
|
1.05M
$42.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
86.1KNew |
$2.78M - $3.45M
|
86.1K
$3.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
85K+ 9.56% |
$2.74M - $3.4M
|
974K
$39.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
78.8K+ 10.15% |
$2.54M - $3.15M
|
855K
$34.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
71.1K+ 54.06% |
$2.29M - $2.84M
|
203K
$8.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
60.6K+ 8.69% |
$1.95M - $2.43M
|
758K
$30.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
47.7K+ 112.59% |
$1.54M - $1.91M
|
90.1K
$3.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47.6K+ 110.37% |
$1.53M - $1.9M
|
90.7K
$3.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
46.1K+ 34.59% |
$1.49M - $1.84M
|
179K
$7.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40.5K+ 5.44% |
$1.31M - $1.62M
|
784K
$32M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
36.6K+ 4.49% |
$1.18M - $1.46M
|
852K
$34.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
36.3K+ 23.05% |
$1.17M - $1.45M
|
194K
$7.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
35.9K+ 17.65% |
$1.16M - $1.44M
|
239K
$9.76M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34.8K+ 12.03% |
$1.12M - $1.39M
|
324K
$13.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
33.2K+ 5.26% |
$1.07M - $1.33M
|
664K
$27.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
32.9K+ 75.86% |
$1.06M - $1.32M
|
76.2K
$3.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.8K+ 4.36% |
$962K - $1.19M
|
714K
$29.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
29.5K+ 159.85% |
$952K - $1.18M
|
48K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
27.7K+ 4.04% |
$893K - $1.11M
|
713K
$29.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27.7K+ 4.59% |
$893K - $1.11M
|
630K
$25.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
27.6K+ 293.78% |
$889K - $1.1M
|
36.9K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
26.2K+ 23.37% |
$845K - $1.05M
|
138K
$5.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
24.9K+ 20.71% |
$802K - $995K
|
145K
$5.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
24.8KNew |
$799K - $991K
|
24.8K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24.3K+ 1.67% |
$784K - $973K
|
1.48M
$60.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
23.9KNew |
$770K - $955K
|
23.9K
$974K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
23.5KNew |
$757K - $940K
|
23.5K
$959K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
22.4K+ 2.88% |
$723K - $897K
|
800K
$32.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
21.4K+ 463.5% |
$690K - $856K
|
26K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
19.9K+ 24.45% |
$642K - $797K
|
101K
$4.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
19.6K+ 2.56% |
$631K - $783K
|
785K
$32M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
18.3KNew |
$589K - $731K
|
18.3K
$746K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
18K+ 263.94% |
$580K - $720K
|
24.8K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
17.5K+ 10.34% |
$566K - $702K
|
187K
$7.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.7K+ 9.67% |
$537K - $667K
|
189K
$7.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.7K+ 3.94% |
$506K - $628K
|
414K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.4K+ 116.12% |
$497K - $616K
|
28.7K
$1.17M
|