Latest Institutional Transactions on Schwab Fundamental Intl Large (FNDF)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
249K+ 4.38% |
$8.02M - $9.96M
|
5.93M
$246M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.5K+ 56.42% |
$2.08M - $2.58M
|
179K
$7.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.34M+ 81.4% |
$75.3M - $93.5M
|
5.2M
$216M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.54KNew |
$49.8K - $61.8K
|
1.54K
$64K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
112New |
$3.61K - $4.48K
|
112
$4.64K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.1K+ 7.25% |
$389K - $482K
|
178K
$7.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
14.7K+ 83.92% |
$475K - $590K
|
32.3K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
39.6K+ 41.95% |
$1.28M - $1.58M
|
134K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.59K- 69.67% |
$148K - $184K
|
2K
$82.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.5KNew |
$501K - $621K
|
15.5K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.8K- 2.1% |
$994K - $1.23M
|
1.44M
$59.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.5K+ 155.07% |
$531K - $659K
|
27.1K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.12K- 29.06% |
$133K - $165K
|
10K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
27.2K+ 40.38% |
$878K - $1.09M
|
94.6K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-435- 0.83% |
$14K - $17.4K
|
52K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-654- 4.4% |
$21.1K - $26.2K
|
14.2K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6K+ 15.91% |
$440K - $546K
|
99.4K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75.5K+ 26.14% |
$2.43M - $3.02M
|
364K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-6.23K- 42.5% |
$201K - $249K
|
8.44K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.45K- 20.94% |
$240K - $298K
|
28.1K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
15.5K+ 104.07% |
$499K - $619K
|
30.3K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
21.9KNew |
$708K - $878K
|
21.9K
$910K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
62.1KNew |
$2M - $2.48M
|
62.1K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.1K+ 0.89% |
$1.71M - $2.13M
|
6.05M
$251M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
424K+ 4932.5% |
$13.7M - $17M
|
433K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-824- 1.45% |
$26.6K - $33K
|
55.8K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.29KNew |
$171K - $212K
|
5.29K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
74+ 0.03% |
$2.39K - $2.96K
|
220K
$9.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.7K+ 126.03% |
$539K - $668K
|
30K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.74K+ 10.31% |
$88.5K - $110K
|
29.4K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.91K+ 12.85% |
$61.7K - $76.5K
|
16.8K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.66KNew |
$183K - $226K
|
5.66K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-758K- 21.29% |
$24.5M - $30.3M
|
2.8M
$116M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 4.64% |
$49.5K - $61.4K
|
34.6K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
110K+ 26.2% |
$3.54M - $4.4M
|
529K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-859- 0.24% |
$27.7K - $34.4K
|
363K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.39K+ 20.71% |
$238K - $296K
|
43.1K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 43.27% |
$165K - $205K
|
16.9K
$702K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.57K+ 238.64% |
$244K - $303K
|
10.7K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
78+ 0.53% |
$2.52K - $3.12K
|
14.7K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
111+ 5.02% |
$3.58K - $4.44K
|
2.32K
$96.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
28+ 0.44% |
$903 - $1.12K
|
6.36K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
457K+ 7.06% |
$14.8M - $18.3M
|
6.94M
$287M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.36M- 95.29% |
$43.9M - $54.5M
|
67.2K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
4.14K+ 6.65% |
$133K - $166K
|
66.4K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-10- 0.15% |
$323 - $400
|
6.55K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 0.38% |
$387 - $480
|
3.16K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.43K+ 7.45% |
$240K - $297K
|
107K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.14K+ 11.06% |
$101K - $126K
|
31.6K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.5K+ 44.7% |
$565K - $702K
|
56.8K
$2.35M
|