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 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.66KNew |
$66K - $71.5K
|
1.66K
$72.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.28K+ 4.31% |
$171K - $185K
|
104K
$4.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 25.66% |
$113K - $122K
|
13.9K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.44K- 3.93% |
$217K - $235K
|
133K
$5.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.18KNew |
$206K - $224K
|
5.18K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
475+ 0.94% |
$18.9K - $20.5K
|
51.1K
$2.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
12.2K+ 1.17% |
$488K - $528K
|
1.06M
$46.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19K- 2.66% |
$756K - $819K
|
695K
$30.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.01K- 0.71% |
$40.1K - $43.4K
|
141K
$6.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.91K+ 16.03% |
$76.2K - $82.5K
|
13.8K
$602K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-482- 7.91% |
$19.2K - $20.8K
|
5.61K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.59K- 12.24% |
$103K - $112K
|
18.6K
$807K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
45.1K+ 193.04% |
$1.8M - $1.95M
|
68.4K
$2.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.66K+ 1.11% |
$66.1K - $71.6K
|
152K
$6.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.1K+ 79.7% |
$481K - $521K
|
27.2K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
206+ 1.05% |
$8.21K - $8.89K
|
19.9K
$866K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8.77K+ 2.13% |
$349K - $378K
|
421K
$18.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-118- 0.02% |
$4.7K - $5.09K
|
635K
$27.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.85K+ 33.43% |
$392K - $425K
|
39.3K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
83+ 0.15% |
$3.31K - $3.58K
|
56.8K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.1K- 57.37% |
$721K - $781K
|
13.5K
$586K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
235+ 0.13% |
$9.36K - $10.1K
|
178K
$7.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.38K+ 1.2% |
$374K - $405K
|
794K
$34.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-568- 0.51% |
$22.6K - $24.5K
|
110K
$4.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18New |
$717 - $777
|
18
$783
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-39.6K- 59.79% |
$1.58M - $1.71M
|
26.6K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$403K - $436K
|
10.1K
$440K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.4K- 1.57% |
$175K - $190K
|
276K
$12M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.66K- 2.08% |
$66.1K - $71.6K
|
78.2K
$3.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.1% |
$797 - $863
|
19.8K
$863K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-237- 3.72% |
$9.44K - $10.2K
|
6.13K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.8KNew |
$1.66M - $1.8M
|
41.8K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-557- 2.66% |
$22.2K - $24K
|
20.4K
$887K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-144- 1.02% |
$5.74K - $6.21K
|
13.9K
$607K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
634+ 11.02% |
$25.3K - $27.4K
|
6.39K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-740- 23.4% |
$29.5K - $31.9K
|
2.42K
$105K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157+ 1.58% |
$6.25K - $6.77K
|
10.1K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.9KNew |
$435K - $471K
|
10.9K
$475K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
29.5K+ 367.52% |
$1.17M - $1.27M
|
37.5K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
951+ 3.59% |
$37.9K - $41K
|
27.4K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18.2KNew |
$724K - $785K
|
18.2K
$791K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.7K+ 6.99% |
$667K - $722K
|
256K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-4.63K- 5.58% |
$185K - $200K
|
78.4K
$3.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
396+ 109.7% |
$15.8K - $17.1K
|
757
$32.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.23K- 3.04% |
$128K - $139K
|
103K
$4.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.15K- 8.64% |
$85.5K - $92.6K
|
22.7K
$988K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.89K+ 1.47% |
$195K - $211K
|
337K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.99K+ 12.82% |
$119K - $129K
|
26.3K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.7K+ 0.3% |
$108K - $117K
|
891K
$38.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-24.5K- 49.83% |
$975K - $1.06M
|
24.6K
$1.07M
|