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 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 17.14% |
$134K - $146K
|
16.3K
$710K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-4.2K- 2.49% |
$167K - $181K
|
164K
$7.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.32K- 31.53% |
$172K - $187K
|
9.39K
$409K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.4K- 1.57% |
$175K - $190K
|
276K
$12M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-4.63K- 5.58% |
$185K - $200K
|
78.4K
$3.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.07K- 5.63% |
$202K - $219K
|
85K
$3.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.44K- 3.93% |
$217K - $235K
|
133K
$5.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.71K- 2.85% |
$227K - $246K
|
195K
$8.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.79K- 4.15% |
$231K - $250K
|
134K
$5.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.94K- 4.55% |
$237K - $256K
|
125K
$5.43M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-8.24K- 3.25% |
$328K - $355K
|
245K
$10.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-9.21K- 2.72% |
$367K - $398K
|
330K
$14.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.2K- 38.73% |
$445K - $482K
|
17.7K
$769K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-11.3K- 7.12% |
$449K - $487K
|
147K
$6.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13.3K- 3.29% |
$530K - $575K
|
392K
$17M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15K- 2.38% |
$597K - $646K
|
615K
$26.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-16.3K- 60.32% |
$651K - $705K
|
10.8K
$468K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.1K- 57.37% |
$721K - $781K
|
13.5K
$586K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19K- 2.66% |
$756K - $819K
|
695K
$30.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-21.4K- 9.79% |
$851K - $921K
|
197K
$8.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-23.6K- 82.38% |
$941K - $1.02M
|
5.05K
$220K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-24.5K- 49.83% |
$975K - $1.06M
|
24.6K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-25.4K- 1.01% |
$1.01M - $1.1M
|
2.5M
$109M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-30.5K- 4.69% |
$1.21M - $1.32M
|
619K
$26.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-31K- 53.75% |
$1.24M - $1.34M
|
26.7K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-39.6K- 59.79% |
$1.58M - $1.71M
|
26.6K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-46.9K- 16.52% |
$1.87M - $2.02M
|
237K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-97.2K- 12.39% |
$3.87M - $4.19M
|
687K
$29.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-143K- 75.52% |
$5.68M - $6.16M
|
46.2K
$2.01M
|