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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 12.5% |
$16.5K - $18.7K
|
3.5K
$130K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.72K+ 25.05% |
$56.6K - $64.5K
|
8.59K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167K+ 10.67% |
$5.49M - $6.25M
|
1.73M
$64.4M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-10.2K- 14.29% |
$335K - $381K
|
61K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8.1K+ 3.28% |
$267K - $303K
|
255K
$9.51M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
27.1KNew |
$890K - $1.01M
|
27.1K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
321+ 4.26% |
$10.6K - $12K
|
7.85K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
82K+ 1764.75% |
$2.7M - $3.07M
|
86.7K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.58K+ 39.46% |
$84.8K - $96.5K
|
9.11K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$254K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-7.7K- 7.72% |
$253K - $288K
|
92.1K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-8.35M- 89.88% |
$275M - $313M
|
940K
$35M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-37- 0.54% |
$1.22K - $1.39K
|
6.8K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-39.6K- 4.8% |
$1.3M - $1.48M
|
787K
$29.3M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.32K+ 1.38% |
$307K - $349K
|
685K
$25.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.75K+ 2.95% |
$57.6K - $65.6K
|
61.1K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.09K+ 4.78% |
$68.8K - $78.3K
|
45.9K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
215K+ 24.5% |
$7.08M - $8.06M
|
1.09M
$40.7M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
217KNew |
$7.13M - $8.12M
|
217K
$8.07M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.31K- 32.8% |
$109K - $124K
|
6.77K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-128- 0.78% |
$4.21K - $4.79K
|
16.3K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 7.08% |
$46K - $52.4K
|
18.4K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.43K+ 6.12% |
$79.8K - $90.9K
|
42.1K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-774- 3.61% |
$25.5K - $29K
|
20.7K
$769K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.5K+ 5.8% |
$1.76M - $2.01M
|
976K
$36.3M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.91K- 1.75% |
$129K - $146K
|
220K
$8.17M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
999+ 3.54% |
$32.9K - $37.4K
|
29.2K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.54K+ 11.62% |
$215K - $245K
|
62.8K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
87+ 0.48% |
$2.86K - $3.26K
|
18.3K
$680K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.68K+ 7.35% |
$220K - $250K
|
97.5K
$3.63M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.7K+ 2.29% |
$88.9K - $101K
|
120K
$4.48M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.83KNew |
$192K - $218K
|
5.83K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-163- 1.86% |
$5.36K - $6.1K
|
8.6K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.93KNew |
$294K - $334K
|
8.93K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6.27K+ 4.36% |
$206K - $235K
|
150K
$5.59M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.35K+ 98.01% |
$308K - $350K
|
18.9K
$703K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
720+ 2.49% |
$23.7K - $27K
|
29.6K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.11K- 10.68% |
$102K - $117K
|
26K
$969K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.22K+ 10.81% |
$106K - $121K
|
33K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
281+ 2.02% |
$9.24K - $10.5K
|
14.2K
$528K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.61KNew |
$218K - $248K
|
6.61K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
743+ 7.13% |
$24.4K - $27.8K
|
11.2K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
81.1K+ 8.52% |
$2.67M - $3.04M
|
1.03M
$38.4M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.56K+ 2.89% |
$51.2K - $58.3K
|
55.5K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
248+ 115.35% |
$8.16K - $9.29K
|
463
$17.2K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.6KNew |
$1.33M - $1.52M
|
40.6K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
37.4KNew |
$1.23M - $1.4M
|
37.4K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.1K+ 19.57% |
$233K - $266K
|
43.4K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.8KNew |
$92.1K - $105K
|
2.8K
$104K
|