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 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
15.5K+ 104.07% |
$499K - $619K
|
30.3K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.4K+ 116.12% |
$497K - $616K
|
28.7K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.3K+ 30.03% |
$493K - $612K
|
66.2K
$2.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15.2KNew |
$489K - $607K
|
15.2K
$660K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
14.7K+ 3.16% |
$475K - $590K
|
481K
$20.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
14.7K+ 83.92% |
$475K - $590K
|
32.3K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 2.17% |
$469K - $582K
|
685K
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.1K+ 11.95% |
$456K - $566K
|
133K
$5.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
14K+ 1.36% |
$451K - $560K
|
1.05M
$45.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6K+ 15.91% |
$440K - $546K
|
99.4K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
13.2KNew |
$426K - $528K
|
13.2K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
13.1KNew |
$422K - $524K
|
13.1K
$569K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13KNew |
$420K - $521K
|
13K
$567K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.3KNew |
$398K - $494K
|
12.3K
$537K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
12.3KNew |
$397K - $492K
|
12.3K
$535K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.1K+ 10.06% |
$391K - $485K
|
133K
$5.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.1K+ 7.25% |
$389K - $482K
|
178K
$7.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12K+ 5.64% |
$388K - $482K
|
226K
$9.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.9K+ 42.21% |
$385K - $477K
|
40.2K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
11.9K+ 5.02% |
$383K - $475K
|
248K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11.5KNew |
$370K - $459K
|
11.5K
$499K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.2K+ 169.04% |
$360K - $447K
|
17.8K
$774K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
11.1K+ 60.11% |
$357K - $443K
|
29.5K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.1KNew |
$357K - $443K
|
11.1K
$481K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.3K+ 131.45% |
$334K - $414K
|
18.2K
$793K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.3K+ 29.98% |
$333K - $414K
|
44.8K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.93K+ 15.47% |
$320K - $397K
|
74.1K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.91KNew |
$320K - $397K
|
9.91K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.78KNew |
$315K - $391K
|
9.78K
$426K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.58K+ 18.58% |
$309K - $383K
|
61.1K
$2.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.48KNew |
$306K - $379K
|
9.48K
$412K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9.38K+ 5.89% |
$302K - $375K
|
169K
$7.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.97K+ 25.01% |
$289K - $359K
|
44.9K
$1.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.86KNew |
$286K - $354K
|
8.86K
$385K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.75K+ 94.99% |
$282K - $350K
|
18K
$782K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.73K+ 9.63% |
$281K - $349K
|
99.4K
$4.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
8.67KNew |
$280K - $347K
|
8.67K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.62K+ 12.64% |
$278K - $345K
|
76.8K
$3.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.1K+ 39.5% |
$261K - $324K
|
28.6K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.72KNew |
$249K - $309K
|
7.72K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.66KNew |
$247K - $307K
|
7.66K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.59KNew |
$245K - $304K
|
7.59K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.57K+ 238.64% |
$244K - $303K
|
10.7K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
7.52KNew |
$243K - $301K
|
7.52K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.46K+ 11.87% |
$241K - $299K
|
70.3K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.45KNew |
$240K - $298K
|
7.45K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.43K+ 7.45% |
$240K - $297K
|
107K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.39K+ 20.71% |
$238K - $296K
|
43.1K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
7.31K+ 4.87% |
$236K - $293K
|
157K
$6.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.27KNew |
$235K - $291K
|
7.27K
$316K
|