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 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 14.81% |
$87.6K - $94.9K
|
12.7K
$551K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 42.38% |
$164K - $178K
|
13.9K
$603K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
53New |
$2.11K - $2.29K
|
53
$2.31K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
206+ 4.64% |
$8.21K - $8.89K
|
4.65K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-1.04K- 7.96% |
$41.5K - $45K
|
12K
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.78K+ 24.64% |
$111K - $120K
|
14K
$611K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
120+ 1.93% |
$4.78K - $5.18K
|
6.32K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-630- 0.33% |
$25.1K - $27.2K
|
189K
$8.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.26K- 41.76% |
$89.9K - $97.3K
|
3.15K
$137K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.08K+ 141.6% |
$83K - $89.9K
|
3.55K
$155K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
33.2K+ 4.37% |
$1.32M - $1.43M
|
791K
$34.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
61.5K+ 6.33% |
$2.45M - $2.65M
|
1.03M
$44.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-449- 4.96% |
$17.9K - $19.4K
|
8.61K
$375K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-4.2K- 2.49% |
$167K - $181K
|
164K
$7.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-97.2K- 12.39% |
$3.87M - $4.19M
|
687K
$29.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.59K+ 2.6% |
$63.3K - $68.5K
|
62.7K
$2.73M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.4K+ 7.22% |
$931K - $1.01M
|
347K
$15.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
46.5K+ 445.11% |
$1.85M - $2.01M
|
56.9K
$2.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.2K- 38.73% |
$445K - $482K
|
17.7K
$769K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
138+ 12.39% |
$5.5K - $5.95K
|
1.25K
$54.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15K- 2.38% |
$597K - $646K
|
615K
$26.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
325+ 0.7% |
$12.9K - $14K
|
47K
$2.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.63K+ 28.94% |
$145K - $157K
|
16.2K
$705K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
55.2K+ 60.26% |
$2.2M - $2.38M
|
147K
$6.39M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.3K+ 6.88% |
$488K - $529K
|
190K
$8.29M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
372+ 1.19% |
$14.8K - $16.1K
|
31.7K
$1.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
627+ 11.67% |
$25K - $27.1K
|
6K
$261K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.19K+ 22.19% |
$326K - $354K
|
45.1K
$1.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.44K+ 0.42% |
$177K - $192K
|
1.05M
$45.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.08K+ 1.43% |
$82.8K - $89.7K
|
147K
$6.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.22K- 6.65% |
$48.4K - $52.4K
|
17.1K
$743K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
386+ 7.32% |
$15.4K - $16.7K
|
5.66K
$246K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 17.14% |
$134K - $146K
|
16.3K
$710K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.07K- 5.63% |
$202K - $219K
|
85K
$3.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
11.8K+ 1.03% |
$469K - $508K
|
1.15M
$50.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-8.24K- 3.25% |
$328K - $355K
|
245K
$10.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-2.66K- 0.65% |
$106K - $115K
|
403K
$17.5M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
775+ 5.95% |
$30.9K - $33.4K
|
13.8K
$601K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.32K- 31.53% |
$172K - $187K
|
9.39K
$409K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
58+ 21.64% |
$2.31K - $2.5K
|
326
$14.2K
|
|
| Q2 2025 | |||||||
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.09K+ 4.22% |
$35.3K - $43.8K
|
27K
$1.18M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
93New |
$3K - $3.72K
|
93
$4.05K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.3K+ 131.45% |
$334K - $414K
|
18.2K
$793K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.6M- 50.0% |
$83.9M - $104M
|
2.6M
$113M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-450- 2.88% |
$14.5K - $18K
|
15.2K
$660K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
407K+ 63.89% |
$13.1M - $16.3M
|
1.04M
$45.5M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
327New |
$10.5K - $13.1K
|
327
$14.2K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-6.23K- 42.5% |
$201K - $249K
|
8.44K
$367K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.28M+ 1907.98% |
$41.4M - $51.3M
|
1.35M
$58.8M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-345K- 93.98% |
$11.1M - $13.8M
|
22.1K
$961K
|
|