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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
744+ 502.7% |
$24.5K - $27.9K
|
892
$35.8K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$336K - $382K
|
10.2K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
832+ 3.51% |
$27.4K - $31.2K
|
24.5K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-14.5K- 5.95% |
$476K - $542K
|
229K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
8.21KNew |
$270K - $307K
|
8.21K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
305KNew |
$10M - $11.4M
|
305K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-475K- 11.76% |
$15.6M - $17.8M
|
3.56M
$143M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-789K- 36.22% |
$26M - $29.6M
|
1.39M
$55.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-259K- 8.3% |
$8.54M - $9.72M
|
2.87M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.07K+ 13.64% |
$35.3K - $40.1K
|
8.93K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.68K+ 2.56% |
$88.3K - $100K
|
107K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
307K+ 6.69% |
$10.1M - $11.5M
|
4.9M
$197M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-338K- 44.61% |
$11.1M - $12.6M
|
419K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.2K+ 1.3% |
$171K - $195K
|
405K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-24.9K- 50.1% |
$820K - $933K
|
24.8K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.14K+ 2809.21% |
$70.2K - $80K
|
2.21K
$88.8K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.49K+ 4.51% |
$181K - $206K
|
127K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
29.2K+ 106.66% |
$962K - $1.1M
|
56.7K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.66K+ 8.66% |
$54.5K - $62.1K
|
20.8K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.81K+ 44.47% |
$191K - $217K
|
18.9K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
17.6KNew |
$578K - $658K
|
17.6K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.74K- 20.08% |
$123K - $140K
|
14.9K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.3KNew |
$2.02M - $2.3M
|
61.3K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.33K+ 3.34% |
$307K - $349K
|
289K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-14.2K- 20.54% |
$467K - $532K
|
54.9K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.38KNew |
$309K - $351K
|
9.38K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21KClosed |
$690K - $786K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.3KNew |
$864K - $984K
|
26.3K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
674+ 4.25% |
$22.2K - $25.2K
|
16.5K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.46K+ 3.36% |
$278K - $317K
|
260K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-851- 1.23% |
$28K - $31.9K
|
68.2K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172K+ 38.29% |
$5.66M - $6.44M
|
621K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
642New |
$21.1K - $24K
|
642
$25.8K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
68+ 22.67% |
$2.24K - $2.55K
|
368
$14.8K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 1.03% |
$4.57K - $5.21K
|
13.6K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.5K- 11.46% |
$1.56M - $1.78M
|
367K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.3KNew |
$436K - $496K
|
13.3K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.16K+ 5.7% |
$38K - $43.3K
|
21.5K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.08K+ 31.74% |
$233K - $265K
|
29.4K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 9.88% |
$42.1K - $47.9K
|
11.7K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.27K- 2.97% |
$74.8K - $85.2K
|
74.2K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-123K- 2.0% |
$4.03M - $4.59M
|
6M
$241M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.58K- 2.14% |
$51.9K - $59.1K
|
72.3K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
699+ 3.1% |
$23K - $26.2K
|
23.2K
$932K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.52K+ 194.57% |
$182K - $207K
|
8.35K
$335K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.53K+ 14.01% |
$83.2K - $94.7K
|
20.6K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.4K- 13.85% |
$604K - $688K
|
114K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-554- 8.04% |
$18.2K - $20.7K
|
6.34K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.09K- 24.5% |
$68.8K - $78.3K
|
6.45K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
140+ 4.09% |
$4.61K - $5.24K
|
3.57K
$143K
|