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 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.43K+ 1.09% |
$143K - $177K
|
412K
$17.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.38K+ 4.13% |
$141K - $175K
|
110K
$4.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.29K+ 1.65% |
$138K - $172K
|
264K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.25K+ 50.83% |
$137K - $170K
|
12.6K
$548K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.22K+ 9.09% |
$136K - $169K
|
50.7K
$2.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.21K+ 56.33% |
$136K - $169K
|
11.7K
$509K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.19K+ 10.43% |
$135K - $168K
|
44.3K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.16K+ 3.91% |
$134K - $166K
|
111K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
4.14K+ 6.65% |
$133K - $166K
|
66.4K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.09K+ 2.21% |
$132K - $164K
|
190K
$8.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4.05KNew |
$130K - $162K
|
4.05K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.85K+ 5.72% |
$124K - $154K
|
71.1K
$3.09M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.73K+ 64.29% |
$120K - $149K
|
9.53K
$415K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.59K+ 52.29% |
$116K - $144K
|
10.4K
$455K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.38K+ 12.98% |
$109K - $135K
|
29.4K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.28K+ 78.84% |
$106K - $131K
|
7.45K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.28K+ 13.22% |
$106K - $131K
|
28.1K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.21K+ 18.59% |
$103K - $128K
|
20.5K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.14K+ 11.06% |
$101K - $126K
|
31.6K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 14.77% |
$101K - $125K
|
24.2K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.09K+ 4.51% |
$99.5K - $123K
|
71.4K
$3.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.08K+ 5.04% |
$99.3K - $123K
|
64.2K
$2.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.02K+ 1.46% |
$97.2K - $121K
|
210K
$9.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3K+ 12.24% |
$96.8K - $120K
|
27.5K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.91K+ 7.0% |
$93.7K - $116K
|
44.4K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
2.9K+ 13.12% |
$93.5K - $116K
|
25K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.83K+ 9.67% |
$91.1K - $113K
|
32K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.8K+ 23.05% |
$90.3K - $112K
|
14.9K
$650K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.79K+ 0.85% |
$89.9K - $112K
|
332K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.74K+ 10.31% |
$88.5K - $110K
|
29.4K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.61K+ 5.7% |
$84.3K - $105K
|
48.5K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.6K+ 13.74% |
$83.7K - $104K
|
21.5K
$935K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41K+ 35.39% |
$77.6K - $96.3K
|
9.21K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.09KNew |
$67.2K - $83.4K
|
2.09K
$90.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
2K+ 0.18% |
$64.6K - $80.2K
|
1.14M
$49.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2K+ 58.6% |
$64.4K - $79.9K
|
5.4K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.91K+ 12.85% |
$61.7K - $76.5K
|
16.8K
$731K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.8K+ 8.65% |
$58.1K - $72K
|
22.6K
$984K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.8K+ 24.44% |
$57.9K - $71.9K
|
9.14K
$398K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.79K+ 2.92% |
$57.7K - $71.6K
|
63K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.76K+ 2.82% |
$56.7K - $70.3K
|
64K
$2.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.72K+ 119.28% |
$55.5K - $68.8K
|
3.16K
$138K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.66K+ 7.75% |
$53.6K - $66.6K
|
23.1K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.63K+ 12.32% |
$52.5K - $65.1K
|
14.8K
$646K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
1.59K+ 11.23% |
$51.4K - $63.8K
|
15.8K
$687K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.54KNew |
$49.8K - $61.8K
|
1.54K
$67.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 4.64% |
$49.5K - $61.4K
|
34.6K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.53K+ 0.84% |
$49.5K - $61.4K
|
185K
$8.04M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.53K+ 21.83% |
$49.2K - $61.1K
|
8.52K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.53K+ 9.7% |
$49.2K - $61.1K
|
17.3K
$752K
|