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 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-8.98K- 7.0% |
$289K - $359K
|
119K
$5.19M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-9.03K- 9.8% |
$291K - $361K
|
83K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-9.24K- 23.54% |
$298K - $370K
|
30K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-9.32K- 2.67% |
$300K - $373K
|
339K
$14.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
SELL
|
- |
-9.87K- 1.25% |
$318K - $395K
|
777K
$33.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.1K- 33.81% |
$358K - $445K
|
21.7K
$946K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4K- 1.39% |
$367K - $455K
|
804K
$35M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.8K- 29.04% |
$381K - $472K
|
28.8K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-15.7K- 9.47% |
$506K - $627K
|
150K
$6.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-16.2K- 2.92% |
$521K - $646K
|
536K
$23.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-16.2K- 5.06% |
$524K - $650K
|
305K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18K- 3.4% |
$579K - $719K
|
510K
$22.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18.6K- 94.36% |
$601K - $746K
|
1.11K
$48.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-19.7K- 9.97% |
$635K - $788K
|
178K
$7.74M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-26K- 18.68% |
$840K - $1.04M
|
113K
$4.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-27.3K- 4.47% |
$882K - $1.09M
|
584K
$25.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-27.5K- 12.2% |
$888K - $1.1M
|
198K
$8.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-30.3K- 9.76% |
$978K - $1.21M
|
280K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.8K- 2.1% |
$994K - $1.23M
|
1.44M
$62.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-31.1K- 4.57% |
$1M - $1.25M
|
650K
$28.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-31.8K- 39.27% |
$1.02M - $1.27M
|
49.1K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-32.9K- 16.39% |
$1.06M - $1.32M
|
168K
$7.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-33.8K- 3.36% |
$1.09M - $1.35M
|
971K
$42.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-34.7K- 36.97% |
$1.12M - $1.39M
|
59.1K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-37.2K- 44.24% |
$1.2M - $1.49M
|
46.9K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-43.7K- 9.74% |
$1.41M - $1.75M
|
405K
$17.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-47.5K- 77.6% |
$1.53M - $1.9M
|
13.7K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.1K- 15.89% |
$1.81M - $2.25M
|
297K
$12.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-63.2K- 2.44% |
$2.04M - $2.53M
|
2.52M
$110M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-73.5K- 32.13% |
$2.37M - $2.94M
|
155K
$6.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-152K- 14.64% |
$4.91M - $6.1M
|
888K
$38.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-171K- 25.44% |
$5.53M - $6.86M
|
502K
$21.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-305K- 22.52% |
$9.84M - $12.2M
|
1.05M
$45.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-336K- 22.47% |
$10.8M - $13.4M
|
1.16M
$50.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-345K- 93.98% |
$11.1M - $13.8M
|
22.1K
$961K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-345K- 93.98% |
$11.1M - $13.8M
|
22.1K
$961K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-758K- 21.29% |
$24.5M - $30.3M
|
2.8M
$122M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-818K- 56.2% |
$26.4M - $32.7M
|
637K
$27.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.36M- 95.29% |
$43.9M - $54.5M
|
67.2K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.5M- 25.86% |
$48.2M - $59.9M
|
4.29M
$187M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.65M- 14.52% |
$53.2M - $66M
|
9.71M
$423M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.36M- 1.58% |
$76.1M - $94.4M
|
147M
$6.38B
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.6M- 50.0% |
$83.9M - $104M
|
2.6M
$113M
|