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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.13% |
$855 - $974
|
19.6K
$731K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.74K+ 1926.29% |
$123K - $140K
|
3.93K
$146K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-371- 1.58% |
$12.2K - $13.9K
|
23.1K
$861K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
13.3K+ 13.7% |
$436K - $496K
|
110K
$4.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.4K- 5.9% |
$341K - $389K
|
166K
$6.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.86K- 2.26% |
$127K - $145K
|
167K
$6.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
541+ 4.64% |
$17.8K - $20.3K
|
12.2K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.66K- 32.74% |
$54.5K - $62.1K
|
3.41K
$127K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.35K- 9.39% |
$44.4K - $50.6K
|
13K
$485K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.26K+ 2.37% |
$107K - $122K
|
141K
$5.24M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
10.6K+ 4.51% |
$349K - $397K
|
245K
$9.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.55K+ 86.71% |
$50.9K - $57.9K
|
3.33K
$124K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.97K+ 36.99% |
$97.5K - $111K
|
11K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
26.2K+ 507.97% |
$861K - $980K
|
31.3K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 3.61% |
$395 - $449
|
344
$12.8K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28.3K+ 70.46% |
$930K - $1.06M
|
68.4K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.79M- 10.0% |
$59M - $67.2M
|
16.2M
$601M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 23.49% |
$65.8K - $74.9K
|
6.52K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
115K+ 14.92% |
$3.8M - $4.32M
|
889K
$33.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
103+ 0.85% |
$3.39K - $3.86K
|
12.2K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-206K- 84.31% |
$6.77M - $7.71M
|
38.3K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
855+ 0.46% |
$28.1K - $32K
|
186K
$6.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.81K+ 5.29% |
$59.6K - $67.9K
|
36.1K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
625New |
$20.6K - $23.4K
|
625
$23.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
120New |
$3.95K - $4.49K
|
120
$4.47K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 18.5% |
$111K - $127K
|
14.9K
$555K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
687+ 6.71% |
$22.6K - $25.7K
|
10.9K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 21.6% |
$60.1K - $68.4K
|
6.63K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
744KNew |
$24.5M - $27.9M
|
744K
$27.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.75KNew |
$189K - $215K
|
5.75K
$214K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40.9KNew |
$1.34M - $1.53M
|
40.9K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.66KNew |
$219K - $250K
|
6.66K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.09K- 2.28% |
$102K - $116K
|
133K
$4.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.5K+ 2.99% |
$575K - $655K
|
603K
$22.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-345K- 36.05% |
$11.3M - $12.9M
|
612K
$22.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.63K- 6.46% |
$119K - $136K
|
52.6K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15.2K+ 8.06% |
$499K - $568K
|
203K
$7.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-98.3K- 32.9% |
$3.23M - $3.68M
|
200K
$7.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-209- 3.37% |
$6.88K - $7.83K
|
6K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-704- 96.17% |
$23.2K - $26.4K
|
28
$1.04K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.69K+ 13.42% |
$55.6K - $63.3K
|
14.3K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.67K+ 27.55% |
$87.8K - $100K
|
12.4K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-71.3K- 60.72% |
$2.35M - $2.67M
|
46.1K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6.25K- 1.97% |
$206K - $234K
|
311K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20K+ 86.84% |
$659K - $750K
|
43.1K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.24K+ 39.77% |
$172K - $196K
|
18.4K
$685K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.74K+ 75.94% |
$156K - $178K
|
11K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18.6K- 8.72% |
$612K - $696K
|
195K
$7.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 16.17% |
$59.3K - $67.4K
|
9.34K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.16K+ 1.37% |
$104K - $118K
|
235K
$8.74M
|