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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
795+ 14.44% |
$31.7K - $34.3K
|
6.3K
$282K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.41K+ 147.03% |
$136K - $147K
|
5.74K
$257K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
92+ 0.97% |
$3.67K - $3.97K
|
9.57K
$429K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.23K+ 8.74% |
$288K - $312K
|
89.9K
$4.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.41K+ 11.16% |
$216K - $234K
|
53.9K
$2.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.49K+ 1.39% |
$99.2K - $107K
|
182K
$8.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
176KNew |
$7M - $7.58M
|
176K
$7.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
4.98KNew |
$198K - $215K
|
4.98K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.36K- 7.82% |
$54.2K - $58.7K
|
16K
$719K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
120+ 0.27% |
$4.78K - $5.18K
|
44.5K
$1.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
325K+ 1473.82% |
$13M - $14M
|
347K
$15.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-821- 12.21% |
$32.7K - $35.4K
|
5.9K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.67K- 2.7% |
$226K - $245K
|
205K
$9.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
762+ 9.24% |
$30.4K - $32.9K
|
9.01K
$403K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
978+ 1.61% |
$39K - $42.2K
|
61.8K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.76K+ 32.17% |
$389K - $421K
|
40.1K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.9K+ 56.86% |
$1.55M - $1.68M
|
107K
$4.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.94K+ 50.8% |
$277K - $300K
|
20.6K
$923K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-142- 1.95% |
$5.66K - $6.13K
|
7.13K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-70- 6.0% |
$2.79K - $3.02K
|
1.1K
$49.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.02K- 45.57% |
$40.6K - $43.9K
|
1.22K
$54.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
18New |
$717 - $777
|
18
$806
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.43% |
$120 - $129
|
699
$31.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
SELL
|
- |
-14.6K- 1.88% |
$583K - $631K
|
762K
$34.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
99.9K+ 25.36% |
$3.98M - $4.31M
|
494K
$22.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-428- 85.6% |
$17.1K - $18.5K
|
72
$3.22K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.98K+ 4.24% |
$119K - $129K
|
73.3K
$3.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.01K+ 0.19% |
$160K - $173K
|
2.11M
$94.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
4.89KNew |
$195K - $211K
|
4.89K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.08K- 29.36% |
$82.7K - $89.6K
|
5K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-76- 0.16% |
$3.03K - $3.28K
|
47.9K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.35K+ 1.53% |
$53.9K - $58.4K
|
89.5K
$4.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.65K+ 12.85% |
$65.7K - $71.2K
|
14.5K
$649K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.34KNew |
$213K - $230K
|
5.34K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
126+ 1.37% |
$5.02K - $5.44K
|
9.34K
$418K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.12KNew |
$284K - $307K
|
7.12K
$319K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13+ 3.93% |
$518 - $561
|
344
$15.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.16KNew |
$245K - $266K
|
6.16K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.11K+ 0.42% |
$44.3K - $48K
|
265K
$11.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.52K- 1.42% |
$140K - $152K
|
244K
$10.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-12.5K- 2.14% |
$498K - $539K
|
572K
$25.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
78New |
$3.11K - $3.37K
|
78
$3.49K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-62- 3.76% |
$2.47K - $2.68K
|
1.59K
$71K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.81KNew |
$192K - $208K
|
4.81K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
55+ 0.31% |
$2.19K - $2.37K
|
17.8K
$797K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.57K- 0.48% |
$102K - $111K
|
534K
$23.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8.02K+ 12.08% |
$320K - $346K
|
74.4K
$3.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.3KNew |
$211K - $229K
|
5.3K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.34K- 1.63% |
$53.2K - $57.6K
|
80.5K
$3.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
393+ 9.65% |
$15.7K - $17K
|
4.47K
$200K
|
|