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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.51K+ 4.67% |
$48.8K - $60.5K
|
33.9K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 12.42% |
$46K - $57K
|
12.9K
$561K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.38K+ 120.24% |
$44.4K - $55.1K
|
2.52K
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.35K+ 1.06% |
$43.4K - $53.9K
|
128K
$5.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.23K+ 2.21% |
$39.6K - $49.1K
|
56.7K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.18K+ 985.0% |
$38.1K - $47.3K
|
1.3K
$56.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.15KNew |
$37.2K - $46.1K
|
1.15K
$50.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.12KNew |
$36.2K - $44.9K
|
1.12K
$48.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.09K+ 4.22% |
$35.3K - $43.8K
|
27K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.08K+ 11.36% |
$34.8K - $43.2K
|
10.6K
$461K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.05K+ 17.14% |
$34K - $42.2K
|
7.2K
$313K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.05K+ 0.52% |
$33.7K - $41.9K
|
200K
$8.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.01K+ 4.55% |
$32.7K - $40.6K
|
23.3K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.01K+ 12.38% |
$32.4K - $40.2K
|
9.13K
$397K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
944+ 0.35% |
$30.4K - $37.8K
|
270K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
942+ 9.16% |
$30.4K - $37.7K
|
11.2K
$489K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
941+ 0.96% |
$30.3K - $37.7K
|
98.5K
$4.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
854+ 2.37% |
$27.5K - $34.2K
|
36.9K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
829New |
$26.7K - $33.2K
|
829
$36.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
822+ 9.02% |
$26.5K - $32.9K
|
9.93K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
814New |
$26.3K - $32.6K
|
814
$35.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
795+ 96.25% |
$25.6K - $31.8K
|
1.62K
$70.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
779+ 6.38% |
$25.1K - $31.2K
|
13K
$565K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
730+ 1.31% |
$23.5K - $29.2K
|
56.4K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
728New |
$23.5K - $29.1K
|
728
$31.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
720+ 8.63% |
$23.2K - $28.8K
|
9.06K
$394K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
661New |
$21.3K - $26.5K
|
661
$28.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
656+ 9.76% |
$21.2K - $26.3K
|
7.38K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
646New |
$20.8K - $25.9K
|
646
$28.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
635+ 6.41% |
$20.5K - $25.4K
|
10.5K
$459K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
630+ 4.83% |
$20.3K - $25.2K
|
13.7K
$595K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
555New |
$17.9K - $22.2K
|
555
$24.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
543+ 1.83% |
$17.5K - $21.7K
|
30.2K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
537+ 5.19% |
$17.3K - $21.5K
|
10.9K
$474K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
500New |
$16.1K - $20K
|
500
$21.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
449+ 5.3% |
$14.5K - $18K
|
8.92K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
417+ 5.55% |
$13.4K - $16.7K
|
7.93K
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
408+ 45.74% |
$13.2K - $16.3K
|
1.3K
$56.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
401New |
$12.9K - $16K
|
401
$17.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400+ 4.28% |
$12.9K - $16K
|
9.74K
$424K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
359+ 1.75% |
$11.6K - $14.4K
|
20.9K
$911K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
357+ 18.26% |
$11.5K - $14.3K
|
2.31K
$101K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
354New |
$11.4K - $14.2K
|
354
$15.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
336+ 2.63% |
$10.8K - $13.4K
|
13.1K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
335+ 3.75% |
$10.8K - $13.4K
|
9.27K
$403K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
327New |
$10.5K - $13.1K
|
327
$14.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
311+ 24.2% |
$10K - $12.4K
|
1.6K
$69.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
296New |
$9.55K - $11.8K
|
296
$12.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
283+ 0.11% |
$9.13K - $11.3K
|
253K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
273+ 31.71% |
$8.8K - $10.9K
|
1.13K
$49.4K
|