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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.12K+ 11.04% |
$44.5K - $48.2K
|
11.2K
$489K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-310- 0.24% |
$12.4K - $13.4K
|
128K
$5.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.12K+ 17.87% |
$323K - $350K
|
53.5K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.49K+ 0.66% |
$179K - $194K
|
686K
$29.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
516+ 7.16% |
$20.6K - $22.3K
|
7.72K
$336K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-16.3K- 60.32% |
$651K - $705K
|
10.8K
$468K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
44.1K+ 591.32% |
$1.76M - $1.9M
|
51.5K
$2.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.25K- 1.1% |
$49.7K - $53.8K
|
112K
$4.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
493KNew |
$19.7M - $21.3M
|
493K
$21.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.85K- 10.59% |
$73.7K - $79.8K
|
15.6K
$680K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-311- 2.67% |
$12.4K - $13.4K
|
11.3K
$492K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.87K- 2.2% |
$114K - $124K
|
128K
$5.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
3.14K+ 7.9% |
$125K - $135K
|
42.8K
$1.86M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.19K+ 8.25% |
$87.4K - $94.7K
|
28.8K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.79K- 4.15% |
$231K - $250K
|
134K
$5.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
156New |
$6.22K - $6.73K
|
156
$6.79K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-50- 0.73% |
$1.99K - $2.16K
|
6.78K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
138New |
$5.5K - $5.95K
|
138
$6.01K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-590- 2.55% |
$23.5K - $25.5K
|
22.5K
$981K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.71K- 2.85% |
$227K - $246K
|
195K
$8.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
956+ 10.79% |
$38.1K - $41.3K
|
9.81K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-271- 1.4% |
$10.8K - $11.7K
|
19.1K
$833K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-30.5K- 4.69% |
$1.21M - $1.32M
|
619K
$26.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
93+ 1.41% |
$3.71K - $4.01K
|
6.69K
$291K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-39- 31.71% |
$1.55K - $1.68K
|
84
$3.66K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-328- 2.56% |
$13.1K - $14.2K
|
12.5K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-342- 6.11% |
$13.6K - $14.8K
|
5.26K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
9.57K+ 3.14% |
$381K - $413K
|
314K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.59K+ 39.81% |
$103K - $112K
|
9.08K
$395K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-200- 1.43% |
$7.97K - $8.63K
|
13.8K
$600K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.73K+ 3.89% |
$68.8K - $74.5K
|
46.1K
$2.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
4.2K+ 16.78% |
$167K - $181K
|
29.2K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.13K+ 1.67% |
$165K - $178K
|
252K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
12.5K+ 6.42% |
$496K - $537K
|
206K
$8.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
156+ 187.95% |
$6.22K - $6.73K
|
239
$10.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.56KNew |
$261K - $283K
|
6.56K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
9.72KNew |
$387K - $419K
|
9.72K
$423K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2K+ 13.48% |
$487K - $527K
|
103K
$4.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 20.53% |
$74.3K - $80.5K
|
11K
$477K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.42K+ 0.64% |
$96.5K - $105K
|
379K
$16.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-103- 9.08% |
$4.1K - $4.44K
|
1.03K
$44.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
1.69KNew |
$67.4K - $73.1K
|
1.69K
$73.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-397- 4.97% |
$15.8K - $17.1K
|
7.59K
$330K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.02K- 6.74% |
$120K - $130K
|
41.8K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-755- 1.79% |
$30.1K - $32.6K
|
41.4K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.4K+ 3.32% |
$175K - $190K
|
137K
$5.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.12K+ 1.27% |
$84.5K - $91.6K
|
170K
$7.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-25.4K- 1.01% |
$1.01M - $1.1M
|
2.5M
$109M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.5K+ 76.5% |
$738K - $800K
|
42.8K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
26.5KNew |
$1.05M - $1.14M
|
26.5K
$1.15M
|