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 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.2KNew |
$232K - $288K
|
7.2K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.93K+ 6.46% |
$224K - $277K
|
114K
$4.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.88KNew |
$222K - $275K
|
6.88K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
6.85K+ 1.1% |
$221K - $274K
|
632K
$27.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.84K+ 1.72% |
$221K - $274K
|
406K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
6.83KNew |
$220K - $273K
|
6.83K
$297K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6.67KNew |
$215K - $267K
|
6.67K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.6K+ 4.22% |
$213K - $264K
|
163K
$7.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.52KNew |
$210K - $261K
|
6.52K
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.5KNew |
$209K - $260K
|
6.5K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.45K+ 8.69% |
$208K - $258K
|
80.7K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.39KNew |
$206K - $256K
|
6.39K
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.35KNew |
$205K - $254K
|
6.35K
$277K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.12K+ 7.46% |
$197K - $245K
|
88.2K
$3.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
6.1KNew |
$197K - $244K
|
6.1K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
6K+ 9.86% |
$193K - $240K
|
66.8K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.94K+ 18.86% |
$192K - $238K
|
37.4K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.84K+ 13.31% |
$188K - $234K
|
49.7K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.7K+ 1.87% |
$184K - $228K
|
310K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.67K+ 7.0% |
$183K - $227K
|
86.6K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.66KNew |
$183K - $226K
|
5.66K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.66KNew |
$182K - $226K
|
5.66K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.64KNew |
$182K - $226K
|
5.64K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.6KNew |
$181K - $224K
|
5.6K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.6KNew |
$181K - $224K
|
5.6K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.59KNew |
$180K - $224K
|
5.59K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.58K+ 13.75% |
$180K - $223K
|
46.2K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
5.53K+ 15.09% |
$178K - $221K
|
42.2K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
5.47KNew |
$176K - $219K
|
5.47K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.42K+ 92.74% |
$175K - $217K
|
11.3K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.3K+ 3.15% |
$171K - $212K
|
174K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.29KNew |
$171K - $212K
|
5.29K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.27KNew |
$170K - $211K
|
5.27K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
5.23KNew |
$169K - $209K
|
5.23K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.23K+ 42.94% |
$169K - $209K
|
17.4K
$758K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.22KNew |
$168K - $209K
|
5.22K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
5.22KNew |
$168K - $209K
|
5.22K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.21KNew |
$168K - $208K
|
5.21K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.19KNew |
$167K - $208K
|
5.19K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
5.17KNew |
$167K - $207K
|
5.17K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.16KNew |
$167K - $207K
|
5.16K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.13KNew |
$165K - $205K
|
5.13K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 43.27% |
$165K - $205K
|
16.9K
$737K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
5.07KNew |
$164K - $203K
|
5.07K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.02KNew |
$162K - $201K
|
5.02K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.93K+ 1.18% |
$159K - $197K
|
421K
$18.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.83K+ 545.65% |
$156K - $193K
|
5.71K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.62K+ 0.68% |
$149K - $185K
|
682K
$29.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
4.51K+ 6.47% |
$146K - $181K
|
74.2K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.45K+ 26.9% |
$143K - $178K
|
21K
$913K
|