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 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.38K+ 4.13% |
$141K - $175K
|
110K
$4.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4.05KNew |
$130K - $162K
|
4.05K
$176K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2K- 57.14% |
$64.5K - $80K
|
1.5K
$65.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.6KNew |
$181K - $224K
|
5.6K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10+ 0.09% |
$323 - $400
|
11.2K
$488K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-128- 0.79% |
$4.13K - $5.12K
|
16.2K
$703K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.4K- 5.96% |
$77.5K - $96.2K
|
37.9K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
SELL
|
- |
-9.87K- 1.25% |
$318K - $395K
|
777K
$33.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.65M- 14.52% |
$53.2M - $66M
|
9.71M
$423M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-495- 1.01% |
$16K - $19.8K
|
48.5K
$2.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-22- 1.57% |
$710 - $880
|
1.38K
$60K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
449+ 5.3% |
$14.5K - $18K
|
8.92K
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
661New |
$21.3K - $26.5K
|
661
$28.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-54- 0.38% |
$1.74K - $2.16K
|
14.2K
$620K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.19K+ 10.43% |
$135K - $168K
|
44.3K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
185New |
$5.97K - $7.4K
|
185
$8.05K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
941+ 0.96% |
$30.3K - $37.7K
|
98.5K
$4.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
656+ 9.76% |
$21.2K - $26.3K
|
7.38K
$321K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13- 0.16% |
$419 - $520
|
8.25K
$359K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.21KNew |
$168K - $208K
|
5.21K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.35KNew |
$205K - $254K
|
6.35K
$277K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.12K+ 7.46% |
$197K - $245K
|
88.2K
$3.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.8K+ 24.44% |
$57.9K - $71.9K
|
9.14K
$398K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15+ 0.05% |
$484 - $600
|
33K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
635+ 6.41% |
$20.5K - $25.4K
|
10.5K
$459K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
24.8KNew |
$799K - $991K
|
24.8K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.59K- 15.06% |
$83.4K - $103K
|
14.6K
$635K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
19.9K+ 24.45% |
$642K - $797K
|
101K
$4.41M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
222+ 5.98% |
$7.16K - $8.88K
|
3.94K
$171K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.13K- 8.73% |
$101K - $125K
|
32.8K
$1.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-27.3K- 4.47% |
$882K - $1.09M
|
584K
$25.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.02K+ 1.46% |
$97.2K - $121K
|
210K
$9.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.1K+ 10.06% |
$391K - $485K
|
133K
$5.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
944+ 0.35% |
$30.4K - $37.8K
|
270K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-76- 0.08% |
$2.45K - $3.04K
|
99.2K
$4.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
555New |
$17.9K - $22.2K
|
555
$24.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
14K+ 1.36% |
$451K - $560K
|
1.05M
$45.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-5.57K- 1.0% |
$180K - $223K
|
554K
$24.1M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
357+ 18.26% |
$11.5K - $14.3K
|
2.31K
$101K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-674- 1.38% |
$21.7K - $27K
|
48K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.19KNew |
$167K - $208K
|
5.19K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.8K+ 23.05% |
$90.3K - $112K
|
14.9K
$650K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
23.9KNew |
$770K - $955K
|
23.9K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.63K+ 12.32% |
$52.5K - $65.1K
|
14.8K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
6.85K+ 1.1% |
$221K - $274K
|
632K
$27.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
34+ 0.52% |
$1.1K - $1.36K
|
6.57K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.51K+ 4.67% |
$48.8K - $60.5K
|
33.9K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-27.5K- 12.2% |
$888K - $1.1M
|
198K
$8.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.12KNew |
$36.2K - $44.9K
|
1.12K
$48.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-29- 0.23% |
$935 - $1.16K
|
12.8K
$559K
|