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 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 2.27% |
$132 - $149
|
180
$7.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.06KNew |
$34.9K - $39.3K
|
1.06K
$42.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-228- 0.58% |
$7.51K - $8.47K
|
39.2K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-142- 1.48% |
$4.67K - $5.28K
|
9.43K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
882New |
$29K - $32.8K
|
882
$35.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.65K- 5.79% |
$87.3K - $98.5K
|
43.1K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
6.54KNew |
$215K - $243K
|
6.54K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-10.4K- 19.28% |
$341K - $385K
|
43.4K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
7.11KNew |
$234K - $264K
|
7.11K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.6K+ 117.24% |
$1.04M - $1.17M
|
58.6K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
220New |
$7.24K - $8.17K
|
220
$8.84K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.96K- 28.8% |
$196K - $221K
|
14.7K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
60.9K+ 37.05% |
$2M - $2.26M
|
225K
$9.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.38KNew |
$276K - $311K
|
8.38K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
907New |
$29.9K - $33.7K
|
907
$36.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
69+ 13.75% |
$2.27K - $2.56K
|
571
$22.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.33K- 18.72% |
$76.7K - $86.6K
|
10.1K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18+ 3.1% |
$593 - $669
|
599
$24.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16New |
$527 - $594
|
16
$643
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 2.62% |
$296 - $334
|
352
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.88% |
$98.8 - $111
|
342
$13.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
84+ 2.42% |
$2.77K - $3.12K
|
3.55K
$143K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
287+ 2.75% |
$9.45K - $10.7K
|
10.7K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22+ 3.01% |
$724 - $817
|
754
$30.3K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
220+ 3.0% |
$7.24K - $8.17K
|
7.55K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-175- 2.03% |
$5.76K - $6.5K
|
8.47K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
619+ 255.79% |
$20.4K - $23K
|
861
$34.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-713- 10.51% |
$23.5K - $26.5K
|
6.07K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-44- 95.65% |
$1.45K - $1.63K
|
2
$80.3
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19New |
$625 - $706
|
19
$763
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.2K- 22.15% |
$763K - $861K
|
81.5K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
6.21KNew |
$205K - $231K
|
6.21K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 2.87% |
$263 - $297
|
287
$11.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
19+ 0.17% |
$625 - $706
|
11K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.15K- 30.75% |
$170K - $191K
|
11.6K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
426+ 3.0% |
$14K - $15.8K
|
14.6K
$588K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-442- 1.98% |
$14.6K - $16.4K
|
21.9K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-314- 3.28% |
$10.3K - $11.7K
|
9.26K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-387- 5.89% |
$12.7K - $14.4K
|
6.18K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-742- 33.97% |
$24.4K - $27.6K
|
1.44K
$57.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
142+ 1.09% |
$4.67K - $5.28K
|
13.2K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 2.92% |
$494 - $557
|
529
$21.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 562.4% |
$46.3K - $52.2K
|
1.66K
$66.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 0.35% |
$1.84K - $2.08K
|
16K
$642K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
765New |
$25.2K - $28.4K
|
765
$30.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.18K- 13.87% |
$38.7K - $43.7K
|
7.31K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3.69K- 18.5% |
$121K - $137K
|
16.3K
$653K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
172New |
$5.66K - $6.39K
|
172
$6.91K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
316+ 3.0% |
$10.4K - $11.7K
|
10.9K
$436K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.79KNew |
$224K - $252K
|
6.79K
$273K
|