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 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
857KNew |
$27.6M - $34.3M
|
857K
$37.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.72KNew |
$249K - $309K
|
7.72K
$336K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
33.2K+ 5.26% |
$1.07M - $1.33M
|
664K
$28.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.05K- 4.69% |
$131K - $162K
|
82.3K
$3.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
630+ 4.83% |
$20.3K - $25.2K
|
13.7K
$595K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-911- 0.4% |
$29.4K - $36.5K
|
224K
$9.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-141- 0.3% |
$4.55K - $5.64K
|
46.8K
$2.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
417+ 5.55% |
$13.4K - $16.7K
|
7.93K
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
795+ 96.25% |
$25.6K - $31.8K
|
1.62K
$70.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.66K+ 7.75% |
$53.6K - $66.6K
|
23.1K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
8.67KNew |
$280K - $347K
|
8.67K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.21K+ 56.33% |
$136K - $169K
|
11.7K
$509K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
408+ 45.74% |
$13.2K - $16.3K
|
1.3K
$56.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
99+ 1.28% |
$3.19K - $3.96K
|
7.83K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.73K+ 64.29% |
$120K - $149K
|
9.53K
$415K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.16KNew |
$167K - $207K
|
5.16K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.83K- 5.52% |
$156K - $193K
|
82.7K
$3.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.5% |
$96.8 - $120
|
602
$26.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-319- 2.43% |
$10.3K - $12.8K
|
12.8K
$559K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
500New |
$16.1K - $20K
|
500
$21.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.1K+ 39.5% |
$261K - $324K
|
28.6K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
109K+ 125.24% |
$3.5M - $4.34M
|
195K
$8.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 6.32% |
$37.4K - $46.4K
|
17.2K
$749K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
17.5K+ 10.34% |
$566K - $702K
|
187K
$8.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.01K+ 12.38% |
$32.4K - $40.2K
|
9.13K
$397K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
21.4K+ 463.5% |
$690K - $856K
|
26K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-8.5K- 13.58% |
$274K - $340K
|
54.1K
$2.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-107- 2.47% |
$3.45K - $4.28K
|
4.23K
$184K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.41K- 27.02% |
$77.8K - $96.6K
|
6.52K
$284K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.15KNew |
$37.2K - $46.1K
|
1.15K
$50.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
155+ 60.55% |
$5K - $6.2K
|
411
$17.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
7.41M+ 788.64% |
$239M - $297M
|
8.35M
$364M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
245+ 1.34% |
$7.9K - $9.8K
|
18.5K
$805K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4K- 1.39% |
$367K - $455K
|
804K
$35M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-209- 0.34% |
$6.74K - $8.36K
|
60.8K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.53K+ 0.84% |
$49.5K - $61.4K
|
185K
$8.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
543+ 1.83% |
$17.5K - $21.7K
|
30.2K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.73K- 10.7% |
$185K - $229K
|
47.8K
$2.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
46.1K+ 34.59% |
$1.49M - $1.84M
|
179K
$7.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.79K+ 2.92% |
$57.7K - $71.6K
|
63K
$2.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.6K+ 13.74% |
$83.7K - $104K
|
21.5K
$935K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
765K+ 56.96% |
$24.7M - $30.6M
|
2.11M
$91.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
98New |
$3.16K - $3.92K
|
98
$4.26K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.28% |
$32.3 - $40
|
356
$15.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.38K+ 120.24% |
$44.4K - $55.1K
|
2.52K
$110K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
5.17KNew |
$167K - $207K
|
5.17K
$225K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-938- 13.77% |
$30.3K - $37.5K
|
5.87K
$256K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
296New |
$9.55K - $11.8K
|
296
$12.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-905- 0.22% |
$29.2K - $36.2K
|
404K
$17.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
86.1KNew |
$2.78M - $3.45M
|
86.1K
$3.75M
|