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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
196+ 1.59% |
$6.32K - $7.84K
|
12.6K
$504K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.84K+ 1.72% |
$221K - $274K
|
406K
$16.3M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.09K+ 4.51% |
$99.5K - $123K
|
71.4K
$2.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
764K+ 4.73% |
$24.6M - $30.6M
|
16.9M
$680M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.95K- 18.14% |
$224K - $278K
|
31.4K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
829New |
$26.7K - $33.2K
|
829
$33.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.53K- 18.95% |
$114K - $141K
|
15.1K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
13.1KNew |
$422K - $524K
|
13.1K
$525K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
47.7K+ 112.59% |
$1.54M - $1.91M
|
90.1K
$3.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.05% |
$613 - $760
|
37.5K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.66K- 8.49% |
$85.8K - $106K
|
28.7K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.7K+ 3.94% |
$506K - $628K
|
414K
$16.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
209+ 0.9% |
$6.74K - $8.36K
|
23.4K
$938K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40.5K+ 5.44% |
$1.31M - $1.62M
|
784K
$31.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-737- 0.56% |
$23.8K - $29.5K
|
130K
$5.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.27KNew |
$170K - $211K
|
5.27K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.13K- 0.48% |
$36.4K - $45.2K
|
234K
$9.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
574K+ 294.82% |
$18.5M - $23M
|
769K
$30.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27.7K+ 4.59% |
$893K - $1.11M
|
630K
$25.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.78KNew |
$315K - $391K
|
9.78K
$393K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
88.1K+ 9.19% |
$2.84M - $3.53M
|
1.05M
$42M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
24.9K+ 20.71% |
$802K - $995K
|
145K
$5.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30- 0.09% |
$968 - $1.2K
|
34.8K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.49K- 1.63% |
$80.2K - $99.5K
|
150K
$6.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
854+ 2.37% |
$27.5K - $34.2K
|
36.9K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.59K+ 52.29% |
$116K - $144K
|
10.4K
$419K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.09K+ 4.22% |
$35.3K - $43.8K
|
27K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.37% |
$32.3 - $40
|
268
$10.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
2K+ 0.18% |
$64.6K - $80.2K
|
1.14M
$45.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.58K- 10.98% |
$50.9K - $63.1K
|
12.8K
$514K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
36.6K+ 4.49% |
$1.18M - $1.46M
|
852K
$34.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-244- 1.36% |
$7.87K - $9.76K
|
17.7K
$713K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-700- 1.48% |
$22.6K - $28K
|
46.7K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 12.42% |
$46K - $57K
|
12.9K
$518K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
283+ 0.11% |
$9.13K - $11.3K
|
253K
$10.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.75K- 1.25% |
$153K - $190K
|
376K
$15.1M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13KNew |
$420K - $521K
|
13K
$523K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.84K+ 35.22% |
$60.6K - $69K
|
7.07K
$284K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.87KNew |
$259K - $295K
|
7.87K
$316K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.01K+ 2.92% |
$33.2K - $37.8K
|
35.6K
$1.43M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.22K- 13.86% |
$172K - $195K
|
32.4K
$1.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.77K- 0.6% |
$91.3K - $104K
|
460K
$18.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.38KNew |
$210K - $239K
|
6.38K
$256K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.5K- 42.55% |
$1.56M - $1.78M
|
64.1K
$2.58M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
568New |
$18.7K - $21.3K
|
568
$22.8K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1.23KNew |
$40.5K - $46.1K
|
1.23K
$49.4K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.96K+ 1.89% |
$64.4K - $73.3K
|
105K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21.9K+ 5.98% |
$720K - $819K
|
388K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.62K- 1.69% |
$53.4K - $60.8K
|
94.3K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-421- 66.4% |
$13.9K - $15.8K
|
213
$8.55K
|
|