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 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-320- 1.09% |
$10.3K - $12.8K
|
29.1K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-326- 3.83% |
$10.5K - $13K
|
8.19K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-334- 1.85% |
$10.8K - $13.4K
|
17.7K
$772K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-363- 5.21% |
$11.7K - $14.5K
|
6.6K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-378- 6.57% |
$12.2K - $15.1K
|
5.37K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-395- 4.19% |
$12.7K - $15.8K
|
9.04K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-405- 6.94% |
$13.1K - $16.2K
|
5.43K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-435- 0.83% |
$14K - $17.4K
|
52K
$2.26M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-450- 2.88% |
$14.5K - $18K
|
15.2K
$660K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-457- 1.69% |
$14.7K - $18.3K
|
26.6K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-478- 5.0% |
$15.4K - $19.1K
|
9.09K
$396K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-485- 2.05% |
$15.6K - $19.4K
|
23.1K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-495- 1.01% |
$16K - $19.8K
|
48.5K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-632- 98.44% |
$20.4K - $25.3K
|
10
$435
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-654- 9.31% |
$21.1K - $26.2K
|
6.37K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-654- 4.4% |
$21.1K - $26.2K
|
14.2K
$619K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-674- 1.38% |
$21.7K - $27K
|
48K
$2.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-697- 10.46% |
$22.5K - $27.9K
|
5.97K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-700- 1.48% |
$22.6K - $28K
|
46.7K
$2.03M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-727- 3.33% |
$23.4K - $29.1K
|
21.1K
$919K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-728- 11.53% |
$23.5K - $29.1K
|
5.59K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-737- 0.56% |
$23.8K - $29.5K
|
130K
$5.68M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-792- 12.98% |
$25.5K - $31.7K
|
5.31K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-803- 0.22% |
$25.9K - $32.1K
|
368K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-824- 1.45% |
$26.6K - $33K
|
55.8K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-839- 7.19% |
$27.1K - $33.6K
|
10.8K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-859- 0.24% |
$27.7K - $34.4K
|
363K
$15.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-874- 6.99% |
$28.2K - $35K
|
11.6K
$506K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-905- 0.22% |
$29.2K - $36.2K
|
404K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-906- 11.14% |
$29.2K - $36.3K
|
7.23K
$315K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-911- 0.4% |
$29.4K - $36.5K
|
224K
$9.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-935- 2.06% |
$30.2K - $37.4K
|
44.3K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-938- 13.77% |
$30.3K - $37.5K
|
5.87K
$256K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-969- 4.69% |
$31.3K - $38.8K
|
19.7K
$857K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.01K- 4.35% |
$32.6K - $40.4K
|
22.2K
$966K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.13K- 0.48% |
$36.4K - $45.2K
|
234K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 6.32% |
$37.4K - $46.4K
|
17.2K
$749K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.26K- 0.89% |
$40.6K - $50.3K
|
140K
$6.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.31K- 17.38% |
$42.1K - $52.2K
|
6.2K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.45K- 0.91% |
$46.9K - $58.2K
|
159K
$6.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.53K- 1.33% |
$49.4K - $61.4K
|
113K
$4.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.55K- 22.02% |
$50.1K - $62.2K
|
5.5K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.58K- 10.98% |
$50.9K - $63.1K
|
12.8K
$557K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.59K- 23.54% |
$51.4K - $63.8K
|
5.18K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.77K- 7.73% |
$57.1K - $70.9K
|
21.1K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.95K- 49.26% |
$63K - $78.1K
|
2.01K
$87.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2K- 57.14% |
$64.5K - $80K
|
1.5K
$65.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2K- 1.51% |
$64.6K - $80.1K
|
131K
$5.69M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.05K- 9.93% |
$66K - $81.8K
|
18.5K
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.14K- 3.89% |
$69K - $85.6K
|
52.9K
$2.3M
|