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 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
272+ 47.64% |
$8.77K - $10.9K
|
843
$36.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
266New |
$8.58K - $10.6K
|
266
$11.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
249+ 0.49% |
$8.03K - $9.96K
|
51.1K
$2.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
245+ 1.34% |
$7.9K - $9.8K
|
18.5K
$805K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
243+ 2.08% |
$7.84K - $9.72K
|
11.9K
$519K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
233New |
$7.51K - $9.32K
|
233
$10.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
230+ 1.85% |
$7.42K - $9.2K
|
12.7K
$551K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
230New |
$7.42K - $9.2K
|
230
$10K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
222+ 5.98% |
$7.16K - $8.88K
|
3.94K
$171K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
212+ 1.54% |
$6.84K - $8.48K
|
14K
$609K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
209+ 0.9% |
$6.74K - $8.36K
|
23.4K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
196+ 1.59% |
$6.32K - $7.84K
|
12.6K
$547K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
190+ 0.08% |
$6.13K - $7.6K
|
246K
$10.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
185New |
$5.97K - $7.4K
|
185
$8.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
175+ 0.89% |
$5.64K - $7K
|
19.8K
$862K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
155+ 60.55% |
$5K - $6.2K
|
411
$17.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
131+ 1.67% |
$4.22K - $5.24K
|
7.99K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
123New |
$3.97K - $4.92K
|
123
$5.35K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
120+ 0.5% |
$3.87K - $4.8K
|
24K
$1.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
112New |
$3.61K - $4.48K
|
112
$4.87K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
111+ 5.02% |
$3.58K - $4.44K
|
2.32K
$101K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103New |
$3.32K - $4.12K
|
103
$4.48K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
102New |
$3.29K - $4.08K
|
102
$4.44K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
99+ 1.28% |
$3.19K - $3.96K
|
7.83K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
98New |
$3.16K - $3.92K
|
98
$4.26K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
93New |
$3K - $3.72K
|
93
$4.05K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
83New |
$2.68K - $3.32K
|
83
$3.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
78+ 0.53% |
$2.52K - $3.12K
|
14.7K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
74+ 0.03% |
$2.39K - $2.96K
|
220K
$9.56M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
63New |
$2.03K - $2.52K
|
63
$2.74K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
53+ 0.49% |
$1.71K - $2.12K
|
10.8K
$469K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
53+ 19.06% |
$1.71K - $2.12K
|
331
$14.4K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.53% |
$1.29K - $1.6K
|
7.59K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
37+ 127.59% |
$1.19K - $1.48K
|
66
$2.87K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
37+ 0.19% |
$1.19K - $1.48K
|
19.4K
$845K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
37+ 0.11% |
$1.19K - $1.48K
|
35K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
34+ 0.52% |
$1.1K - $1.36K
|
6.57K
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
32+ 0.54% |
$1.03K - $1.28K
|
5.91K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
28+ 0.44% |
$903 - $1.12K
|
6.36K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
26+ 0.1% |
$839 - $1.04K
|
25.7K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24+ 8.14% |
$774 - $960
|
319
$13.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.07% |
$710 - $880
|
33.4K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.05% |
$613 - $760
|
37.5K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15+ 0.05% |
$484 - $600
|
33K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
15+ 0.42% |
$484 - $600
|
3.57K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 0.38% |
$387 - $480
|
3.16K
$138K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11New |
$355 - $440
|
11
$479
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.07% |
$355 - $440
|
16K
$696K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
11+ 0.18% |
$355 - $440
|
6.13K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10+ 0.09% |
$323 - $400
|
11.2K
$488K
|