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 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
206+ 1.05% |
$8.21K - $8.89K
|
19.9K
$866K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
206+ 4.64% |
$8.21K - $8.89K
|
4.65K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157+ 1.58% |
$6.25K - $6.77K
|
10.1K
$438K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
156New |
$6.22K - $6.73K
|
156
$6.79K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
156+ 187.95% |
$6.22K - $6.73K
|
239
$10.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
138+ 12.39% |
$5.5K - $5.95K
|
1.25K
$54.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
138New |
$5.5K - $5.95K
|
138
$6.01K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
120+ 1.93% |
$4.78K - $5.18K
|
6.32K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
93+ 1.41% |
$3.71K - $4.01K
|
6.69K
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
89+ 8.06% |
$3.55K - $3.84K
|
1.19K
$51.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
83+ 0.15% |
$3.31K - $3.58K
|
56.8K
$2.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
74New |
$2.95K - $3.19K
|
74
$3.22K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
58+ 21.64% |
$2.31K - $2.5K
|
326
$14.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
53New |
$2.11K - $2.29K
|
53
$2.31K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50+ 0.19% |
$1.99K - $2.16K
|
25.7K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
32New |
$1.27K - $1.38K
|
32
$1.39K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.1% |
$797 - $863
|
19.8K
$863K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18New |
$717 - $777
|
18
$783
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-24- 7.52% |
$956 - $1.04K
|
295
$12.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-39- 31.71% |
$1.55K - $1.68K
|
84
$3.66K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-50- 0.73% |
$1.99K - $2.16K
|
6.78K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-66- 0.57% |
$2.63K - $2.85K
|
11.5K
$503K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-97- 1.27% |
$3.86K - $4.19K
|
7.54K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-103- 9.08% |
$4.1K - $4.44K
|
1.03K
$44.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-118- 0.02% |
$4.7K - $5.09K
|
635K
$27.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-144- 1.02% |
$5.74K - $6.21K
|
13.9K
$607K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-151- 2.76% |
$6.02K - $6.52K
|
5.32K
$231K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-175- 21.11% |
$6.97K - $7.55K
|
654
$28.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-200- 1.43% |
$7.97K - $8.63K
|
13.8K
$600K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-237- 3.72% |
$9.44K - $10.2K
|
6.13K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-271- 1.4% |
$10.8K - $11.7K
|
19.1K
$833K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-300- 4.7% |
$12K - $12.9K
|
6.09K
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 35.59% |
$12K - $12.9K
|
543
$23.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-310- 0.24% |
$12.4K - $13.4K
|
128K
$5.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-328- 2.56% |
$13.1K - $14.2K
|
12.5K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-342- 6.11% |
$13.6K - $14.8K
|
5.26K
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-392- 0.16% |
$15.6K - $16.9K
|
245K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-397- 4.97% |
$15.8K - $17.1K
|
7.59K
$330K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-449- 4.96% |
$17.9K - $19.4K
|
8.61K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-482- 7.91% |
$19.2K - $20.8K
|
5.61K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-552- 1.59% |
$22K - $23.8K
|
34.3K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-557- 2.66% |
$22.2K - $24K
|
20.4K
$887K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-568- 0.51% |
$22.6K - $24.5K
|
110K
$4.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-590- 2.55% |
$23.5K - $25.5K
|
22.5K
$981K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-620- 1.05% |
$24.7K - $26.8K
|
58.5K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-630- 0.33% |
$25.1K - $27.2K
|
189K
$8.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-651- 0.9% |
$25.9K - $28.1K
|
72.1K
$3.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-740- 23.4% |
$29.5K - $31.9K
|
2.42K
$105K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-755- 1.79% |
$30.1K - $32.6K
|
41.4K
$1.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-900- 0.55% |
$35.9K - $38.8K
|
164K
$7.13M
|