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 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.3KNew |
$436K - $497K
|
13.3K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-115- 1.51% |
$3.78K - $4.31K
|
7.51K
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.68K+ 0.73% |
$88.2K - $100K
|
368K
$13.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.34K+ 14.01% |
$208K - $237K
|
51.6K
$1.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.94K+ 8.24% |
$162K - $185K
|
64.8K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.23K+ 63.37% |
$238K - $271K
|
18.6K
$693K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-4.95K- 11.9% |
$163K - $186K
|
36.7K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.24K- 2.45% |
$40.6K - $46.3K
|
49.2K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
42.4KNew |
$1.39M - $1.59M
|
42.4K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
35.5K+ 3.66% |
$1.17M - $1.33M
|
1M
$37.4M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-322- 21.96% |
$10.6K - $12.1K
|
1.14K
$42.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
8.98K+ 2.3% |
$295K - $336K
|
399K
$14.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.04K+ 21900.0% |
$166K - $189K
|
5.06K
$188K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-130K- 15.68% |
$4.27M - $4.86M
|
697K
$26M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.58K- 21.77% |
$249K - $284K
|
27.2K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-170- 0.86% |
$5.59K - $6.37K
|
19.7K
$733K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.65K- 7.06% |
$87.1K - $99.2K
|
34.8K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
66.9K+ 405.96% |
$2.2M - $2.51M
|
83.4K
$3.11M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.7KNew |
$55.8K - $63.5K
|
1.7K
$63.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-63K- 43.77% |
$2.07M - $2.36M
|
80.9K
$3.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-555- 0.9% |
$18.3K - $20.8K
|
61.2K
$2.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-77.4K- 6.36% |
$2.55M - $2.9M
|
1.14M
$42.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-6.38K- 4.63% |
$210K - $239K
|
131K
$4.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
20.7K+ 2.6% |
$680K - $775K
|
815K
$30.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-95.8K- 81.15% |
$3.15M - $3.59M
|
22.3K
$828K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-34K- 8.19% |
$1.12M - $1.27M
|
381K
$14.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.14K+ 5.55% |
$70.3K - $80K
|
40.6K
$1.51M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
632New |
$20.8K - $23.7K
|
632
$23.5K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
24.3KNew |
$799K - $909K
|
24.3K
$904K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-554- 4.61% |
$18.2K - $20.7K
|
11.5K
$427K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-244- 1.34% |
$8.03K - $9.14K
|
18K
$669K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
16.7K+ 7.04% |
$548K - $624K
|
253K
$9.42M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-268- 1.83% |
$8.82K - $10K
|
14.4K
$535K
|
|
| Q4 2024 | |||||||
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.25K+ 50.89% |
$41.2K - $46.5K
|
3.72K
$138K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.55KNew |
$117K - $132K
|
3.55K
$132K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
387New |
$12.7K - $14.4K
|
387
$14.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$1.05K - $1.19K
|
32
$1.19K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6.12KNew |
$202K - $227K
|
6.12K
$228K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-424Closed |
$14K - $15.8K
|
0
$0
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-329- 5.12% |
$10.8K - $12.2K
|
6.1K
$227K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-182- 2.55% |
$5.99K - $6.76K
|
6.96K
$259K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
49KNew |
$1.61M - $1.82M
|
49K
$1.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
6.89KNew |
$227K - $256K
|
6.89K
$256K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-890- 13.81% |
$29.3K - $33.1K
|
5.56K
$207K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
83.4K+ 283.56% |
$2.75M - $3.1M
|
113K
$4.2M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.8K+ 3.69% |
$290K - $327K
|
247K
$9.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6KNew |
$348K - $393K
|
10.6K
$394K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.72K+ 17.94% |
$155K - $175K
|
31K
$1.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-39- 0.25% |
$1.28K - $1.45K
|
15.9K
$590K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
538New |
$17.7K - $20K
|
538
$20K
|
|