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 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18.5K- 2.64% |
$608K - $692K
|
681K
$27.3M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
695+ 7.25% |
$22.9K - $26K
|
10.3K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.3K+ 7.88% |
$75.7K - $86.1K
|
31.5K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
152New |
$5K - $5.69K
|
152
$6.1K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
789+ 3.99% |
$26K - $29.5K
|
20.6K
$826K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
995K+ 0.67% |
$32.7M - $37.2M
|
149M
$5.98B
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
298+ 4.68% |
$9.8K - $11.2K
|
6.66K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-87- 1.01% |
$2.86K - $3.26K
|
8.52K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.57K- 7.66% |
$150K - $171K
|
55K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
368+ 6.62% |
$12.1K - $13.8K
|
5.92K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
186+ 2.74% |
$6.12K - $6.97K
|
6.96K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-883- 2.15% |
$29.1K - $33.1K
|
40.1K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
167K+ 1.5% |
$5.5M - $6.27M
|
11.4M
$456M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37.8K- 99.96% |
$1.24M - $1.42M
|
14
$562
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 23.71% |
$54.3K - $61.8K
|
8.61K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 3.29% |
$448K - $510K
|
401K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-66- 0.18% |
$2.17K - $2.47K
|
35.7K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.87KNew |
$226K - $257K
|
6.87K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$37.7K - $42.9K
|
1.15K
$46K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 3.9% |
$70K - $79.7K
|
52.4K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.33K- 11.42% |
$76.7K - $87.3K
|
18.1K
$726K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.09K- 0.24% |
$200K - $228K
|
2.59M
$104M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.39K- 2.33% |
$177K - $202K
|
226K
$9.07M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15.5K+ 5.35% |
$509K - $579K
|
304K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.74K+ 68.78% |
$90.1K - $103K
|
6.72K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.52K+ 5.94% |
$313K - $356K
|
170K
$6.81M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.42K+ 128.73% |
$277K - $315K
|
15K
$601K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-73K- 16.7% |
$2.4M - $2.73M
|
364K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
886+ 7.87% |
$29.1K - $33.2K
|
12.1K
$488K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 12.5% |
$16.5K - $18.7K
|
3.5K
$141K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.72K+ 25.05% |
$56.6K - $64.5K
|
8.59K
$345K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167K+ 10.67% |
$5.49M - $6.25M
|
1.73M
$69.5M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-10.2K- 14.29% |
$335K - $381K
|
61K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8.1K+ 3.28% |
$267K - $303K
|
255K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
27.1KNew |
$890K - $1.01M
|
27.1K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
321+ 4.26% |
$10.6K - $12K
|
7.85K
$315K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
82K+ 1764.75% |
$2.7M - $3.07M
|
86.7K
$3.48M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.58K+ 39.46% |
$84.8K - $96.5K
|
9.11K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$274K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-7.7K- 7.72% |
$253K - $288K
|
92.1K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-8.35M- 89.88% |
$275M - $313M
|
940K
$37.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-37- 0.54% |
$1.22K - $1.39K
|
6.8K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-39.6K- 4.8% |
$1.3M - $1.48M
|
787K
$31.6M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.32K+ 1.38% |
$307K - $349K
|
685K
$27.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.75K+ 2.95% |
$57.6K - $65.6K
|
61.1K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.09K+ 4.78% |
$68.8K - $78.3K
|
45.9K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
215K+ 24.5% |
$7.08M - $8.06M
|
1.09M
$43.9M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
217KNew |
$7.13M - $8.12M
|
217K
$8.71M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.31K- 32.8% |
$109K - $124K
|
6.77K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-128- 0.78% |
$4.21K - $4.79K
|
16.3K
$654K
|