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 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.49% |
$258 - $320
|
1.65K
$71.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.46% |
$194 - $240
|
1.3K
$56.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$129 - $160
|
32.5K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.5% |
$96.8 - $120
|
602
$26.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3+ 0.56% |
$96.8 - $120
|
541
$23.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2+ 0.62% |
$64.5 - $80
|
323
$14.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.56% |
$32.3 - $40
|
181
$7.88K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.1% |
$32.3 - $40
|
955
$41.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.37% |
$32.3 - $40
|
268
$11.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.28% |
$32.3 - $40
|
356
$15.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.1% |
$194 - $240
|
5.75K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-10- 0.15% |
$323 - $400
|
6.55K
$285K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13- 0.16% |
$419 - $520
|
8.25K
$359K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16- 0.25% |
$516 - $640
|
6.5K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-22- 1.57% |
$710 - $880
|
1.38K
$60K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-29- 0.23% |
$935 - $1.16K
|
12.8K
$559K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30- 0.09% |
$968 - $1.2K
|
34.8K
$1.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-54- 0.38% |
$1.74K - $2.16K
|
14.2K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-54- 0.94% |
$1.74K - $2.16K
|
5.67K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-54- 0.1% |
$1.74K - $2.16K
|
54.9K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.46% |
$2.19K - $2.72K
|
14.9K
$646K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-70- 0.17% |
$2.26K - $2.8K
|
40.4K
$1.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-71- 0.94% |
$2.29K - $2.84K
|
7.45K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-76- 0.08% |
$2.45K - $3.04K
|
99.2K
$4.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-78- 1.0% |
$2.52K - $3.12K
|
7.7K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-98- 8.57% |
$3.16K - $3.92K
|
1.05K
$45.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-107- 2.47% |
$3.45K - $4.28K
|
4.23K
$184K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-113- 26.78% |
$3.64K - $4.52K
|
309
$13.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-114- 3.2% |
$3.68K - $4.56K
|
3.45K
$150K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-128- 0.79% |
$4.13K - $5.12K
|
16.2K
$703K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-141- 0.3% |
$4.55K - $5.64K
|
46.8K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-145- 1.86% |
$4.68K - $5.8K
|
7.64K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-151- 0.33% |
$4.87K - $6.04K
|
46K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-165- 1.92% |
$5.32K - $6.6K
|
8.43K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-174- 2.61% |
$5.61K - $6.96K
|
6.49K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-188- 0.97% |
$6.06K - $7.52K
|
19.2K
$836K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-193- 14.19% |
$6.22K - $7.72K
|
1.17K
$50.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-209- 0.34% |
$6.74K - $8.36K
|
60.8K
$2.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-214- 2.96% |
$6.9K - $8.56K
|
7.01K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-228- 3.28% |
$7.35K - $9.12K
|
6.72K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-228- 2.23% |
$7.35K - $9.12K
|
9.98K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-237- 1.82% |
$7.64K - $9.48K
|
12.8K
$557K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-244- 1.36% |
$7.87K - $9.76K
|
17.7K
$772K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-256- 10.28% |
$8.26K - $10.2K
|
2.23K
$97.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-267- 5.88% |
$8.61K - $10.7K
|
4.28K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-273- 13.33% |
$8.8K - $10.9K
|
1.78K
$77.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-293- 85.17% |
$9.45K - $11.7K
|
51
$2.22K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-302- 2.76% |
$9.74K - $12.1K
|
10.6K
$463K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-319- 2.43% |
$10.3K - $12.8K
|
12.8K
$559K
|