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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.1K- 1.55% |
$69K - $77.8K
|
133K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-17.9K- 43.24% |
$590K - $665K
|
23.5K
$818K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.53K+ 0.57% |
$50.4K - $56.8K
|
272K
$9.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.99K- 38.3% |
$230K - $260K
|
11.3K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39KNew |
$1.28M - $1.45M
|
39K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
50.4KNew |
$1.66M - $1.87M
|
50.4K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37.8KNew |
$1.25M - $1.41M
|
37.8K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 2.75% |
$230 - $260
|
248
$8.63K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.7K+ 6.52% |
$55.8K - $63K
|
27.7K
$964K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 3.05% |
$132 - $149
|
135
$4.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.26K+ 77.45% |
$107K - $121K
|
7.48K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 2.27% |
$132 - $149
|
180
$6.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 280.0% |
$1.84K - $2.08K
|
76
$2.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.06KNew |
$34.9K - $39.3K
|
1.06K
$36.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-850- 4.0% |
$28K - $31.6K
|
20.4K
$710K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.03K+ 57.82% |
$264K - $298K
|
21.9K
$763K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-228- 0.58% |
$7.51K - $8.47K
|
39.2K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.81K- 0.81% |
$59.5K - $67.1K
|
220K
$7.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 9.45% |
$335K - $378K
|
118K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
967+ 3.43% |
$31.8K - $35.9K
|
29.2K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.77K+ 8.28% |
$91.3K - $103K
|
36.3K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-142- 1.48% |
$4.67K - $5.28K
|
9.43K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
882New |
$29K - $32.8K
|
882
$30.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-34.3K- 17.18% |
$1.13M - $1.27M
|
165K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.65K- 5.79% |
$87.3K - $98.5K
|
43.1K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
461+ 0.24% |
$15.2K - $17.1K
|
192K
$6.69M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.78K+ 90.3% |
$190K - $215K
|
12.2K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.05K+ 2.54% |
$100K - $113K
|
123K
$4.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
110+ 0.17% |
$3.62K - $4.09K
|
66.3K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
61.7KNew |
$2.03M - $2.29M
|
61.7K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
56.2KNew |
$1.85M - $2.09M
|
56.2K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.68K+ 1.76% |
$88.3K - $99.7K
|
155K
$5.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
108K+ 12.86% |
$3.57M - $4.03M
|
952K
$33.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.23K+ 2.66% |
$73.5K - $83K
|
86.1K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
6.54KNew |
$215K - $243K
|
6.54K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-10.4K- 19.28% |
$341K - $385K
|
43.4K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
7.11KNew |
$234K - $264K
|
7.11K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.58K+ 21.31% |
$51.9K - $58.5K
|
8.97K
$312K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.39K+ 3.25% |
$78.5K - $88.6K
|
75.9K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-19.8K- 1.06% |
$650K - $734K
|
1.85M
$64.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-102K- 19.08% |
$3.35M - $3.78M
|
431K
$15M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-736- 6.3% |
$24.2K - $27.3K
|
10.9K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
769+ 6.37% |
$25.3K - $28.6K
|
12.8K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
13.7K+ 5.87% |
$451K - $509K
|
247K
$8.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
16.8K+ 3.04% |
$553K - $625K
|
570K
$19.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.91K+ 28.55% |
$228K - $257K
|
31.1K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.6K+ 117.24% |
$1.04M - $1.17M
|
58.6K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.12K- 2.65% |
$36.7K - $41.4K
|
41K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
220New |
$7.24K - $8.17K
|
220
$7.65K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.05K+ 1.43% |
$67.4K - $76.1K
|
145K
$5.05M
|