Purchases and Sales Made in Q3 2025 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
4.2K+ 16.78% |
$167K - $181K
|
29.2K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.13K+ 1.67% |
$165K - $178K
|
252K
$11M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 42.38% |
$164K - $178K
|
13.9K
$603K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.63K+ 28.94% |
$145K - $157K
|
16.2K
$705K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.99K+ 12.82% |
$119K - $129K
|
26.3K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 25.66% |
$113K - $122K
|
13.9K
$605K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.78K+ 24.64% |
$111K - $120K
|
14K
$611K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.7K+ 0.3% |
$108K - $117K
|
891K
$38.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.59K+ 39.81% |
$103K - $112K
|
9.08K
$395K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.42K+ 0.64% |
$96.5K - $105K
|
379K
$16.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.33K+ 1.69% |
$92.9K - $101K
|
141K
$6.12M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.19K+ 8.25% |
$87.4K - $94.7K
|
28.8K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.12K+ 1.27% |
$84.5K - $91.6K
|
170K
$7.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.08K+ 141.6% |
$83K - $89.9K
|
3.55K
$155K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.08K+ 1.43% |
$82.8K - $89.7K
|
147K
$6.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.95KNew |
$77.6K - $84.1K
|
1.95K
$84.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.91K+ 16.03% |
$76.2K - $82.5K
|
13.8K
$602K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 20.53% |
$74.3K - $80.5K
|
11K
$477K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.73K+ 3.89% |
$68.8K - $74.5K
|
46.1K
$2.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
1.69KNew |
$67.4K - $73.1K
|
1.69K
$73.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.69K+ 545.95% |
$67.2K - $72.8K
|
2K
$86.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.66K+ 1.11% |
$66.1K - $71.6K
|
152K
$6.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.66KNew |
$66K - $71.5K
|
1.66K
$72.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.59K+ 2.6% |
$63.3K - $68.5K
|
62.7K
$2.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.3K+ 0.88% |
$51.9K - $56.2K
|
149K
$6.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.12K+ 11.04% |
$44.5K - $48.2K
|
11.2K
$489K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
990+ 5.73% |
$39.4K - $42.7K
|
18.3K
$795K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
956+ 10.79% |
$38.1K - $41.3K
|
9.81K
$427K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
951+ 3.59% |
$37.9K - $41K
|
27.4K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
820+ 1.78% |
$32.7K - $35.4K
|
46.8K
$2.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
800New |
$31.9K - $34.5K
|
800
$34.8K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
775+ 5.95% |
$30.9K - $33.4K
|
13.8K
$601K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
750+ 57.56% |
$29.9K - $32.4K
|
2.05K
$89.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
634+ 11.02% |
$25.3K - $27.4K
|
6.39K
$278K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
627+ 11.67% |
$25K - $27.1K
|
6K
$261K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
528New |
$21K - $22.8K
|
528
$23K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
516+ 7.16% |
$20.6K - $22.3K
|
7.72K
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
475+ 0.94% |
$18.9K - $20.5K
|
51.1K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
455+ 0.81% |
$18.1K - $19.6K
|
56.8K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
396+ 109.7% |
$15.8K - $17.1K
|
757
$32.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
386+ 7.32% |
$15.4K - $16.7K
|
5.66K
$246K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
372+ 1.19% |
$14.8K - $16.1K
|
31.7K
$1.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
325+ 0.7% |
$12.9K - $14K
|
47K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
320+ 2.46% |
$12.7K - $13.8K
|
13.3K
$579K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
277+ 4.15% |
$11K - $12K
|
6.94K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
256+ 3.99% |
$10.2K - $11K
|
6.68K
$291K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
242+ 1.6% |
$9.64K - $10.4K
|
15.3K
$668K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
242+ 0.47% |
$9.64K - $10.4K
|
51.4K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
235+ 0.13% |
$9.36K - $10.1K
|
178K
$7.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
207+ 2.76% |
$8.25K - $8.93K
|
7.71K
$335K
|