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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.19K- 2.6% |
$70.5K - $87.5K
|
81.9K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.19K- 5.21% |
$70.7K - $87.7K
|
39.9K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-2.23K- 4.54% |
$72K - $89.3K
|
47K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.32K- 1.39% |
$74.8K - $92.8K
|
165K
$7.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.38K- 8.73% |
$76.6K - $95.1K
|
24.8K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.38K- 9.86% |
$76.9K - $95.4K
|
21.8K
$948K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.4K- 5.96% |
$77.5K - $96.2K
|
37.9K
$1.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.41K- 27.02% |
$77.8K - $96.6K
|
6.52K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.46K- 62.58% |
$79.3K - $98.4K
|
1.47K
$64K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.49K- 1.63% |
$80.2K - $99.5K
|
150K
$6.51M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.59K- 15.06% |
$83.4K - $103K
|
14.6K
$635K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.66K- 8.49% |
$85.8K - $106K
|
28.7K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.73K- 21.64% |
$87.9K - $109K
|
9.87K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-2.77K- 3.35% |
$89.3K - $111K
|
79.8K
$3.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.13K- 8.73% |
$101K - $125K
|
32.8K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.13K- 2.16% |
$101K - $125K
|
142K
$6.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.26K- 33.63% |
$105K - $130K
|
6.43K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-3.28K- 7.63% |
$106K - $131K
|
39.7K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.38K- 4.12% |
$109K - $135K
|
78.7K
$3.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.4K- 39.56% |
$110K - $136K
|
5.19K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-3.41K- 0.67% |
$110K - $136K
|
504K
$21.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.53K- 18.95% |
$114K - $141K
|
15.1K
$657K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-3.62K- 4.35% |
$117K - $145K
|
79.6K
$3.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.05K- 4.69% |
$131K - $162K
|
82.3K
$3.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.09K- 3.72% |
$132K - $164K
|
106K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.12K- 29.06% |
$133K - $165K
|
10K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-4.32K- 23.49% |
$139K - $173K
|
14.1K
$613K
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-4.34K- 42.61% |
$140K - $174K
|
5.84K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.59K- 69.67% |
$148K - $184K
|
2K
$87K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.75K- 1.25% |
$153K - $190K
|
376K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.77K- 15.68% |
$154K - $191K
|
25.7K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.83K- 5.52% |
$156K - $193K
|
82.7K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-5.53K- 8.53% |
$178K - $221K
|
59.3K
$2.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-5.57K- 1.0% |
$180K - $223K
|
554K
$24.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.68K- 0.66% |
$183K - $227K
|
849K
$37M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.68K- 3.72% |
$183K - $227K
|
147K
$6.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.73K- 10.7% |
$185K - $229K
|
47.8K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-6.23K- 42.5% |
$201K - $249K
|
8.44K
$367K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-6.23K- 42.5% |
$201K - $249K
|
8.44K
$367K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.72K- 45.58% |
$217K - $269K
|
8.02K
$349K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.76K- 1.69% |
$218K - $270K
|
394K
$17.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.95K- 18.14% |
$224K - $278K
|
31.4K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.2K- 9.01% |
$232K - $288K
|
72.7K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.45K- 20.94% |
$240K - $298K
|
28.1K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-8.04K- 2.75% |
$259K - $322K
|
284K
$12.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-8.05K- 23.32% |
$260K - $322K
|
26.5K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.12K- 12.34% |
$262K - $325K
|
57.7K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-8.15K- 3.19% |
$263K - $326K
|
247K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-8.5K- 13.58% |
$274K - $340K
|
54.1K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-8.63K- 16.41% |
$278K - $346K
|
44K
$1.91M
|