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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 7.08% |
$46K - $52.4K
|
18.4K
$737K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.43K+ 6.12% |
$79.8K - $90.9K
|
42.1K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-774- 3.61% |
$25.5K - $29K
|
20.7K
$830K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.5K+ 5.8% |
$1.76M - $2.01M
|
976K
$39.2M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.91K- 1.75% |
$129K - $146K
|
220K
$8.82M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
999+ 3.54% |
$32.9K - $37.4K
|
29.2K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.54K+ 11.62% |
$215K - $245K
|
62.8K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
87+ 0.48% |
$2.86K - $3.26K
|
18.3K
$733K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.68K+ 7.35% |
$220K - $250K
|
97.5K
$3.92M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.7K+ 2.29% |
$88.9K - $101K
|
120K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.83KNew |
$192K - $218K
|
5.83K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-163- 1.86% |
$5.36K - $6.1K
|
8.6K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.93KNew |
$294K - $334K
|
8.93K
$359K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6.27K+ 4.36% |
$206K - $235K
|
150K
$6.03M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.35K+ 98.01% |
$308K - $350K
|
18.9K
$759K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
720+ 2.49% |
$23.7K - $27K
|
29.6K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.11K- 10.68% |
$102K - $117K
|
26K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.22K+ 10.81% |
$106K - $121K
|
33K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
281+ 2.02% |
$9.24K - $10.5K
|
14.2K
$570K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.61KNew |
$218K - $248K
|
6.61K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
743+ 7.13% |
$24.4K - $27.8K
|
11.2K
$449K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
81.1K+ 8.52% |
$2.67M - $3.04M
|
1.03M
$41.5M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.56K+ 2.89% |
$51.2K - $58.3K
|
55.5K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
248+ 115.35% |
$8.16K - $9.29K
|
463
$18.6K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.6KNew |
$1.33M - $1.52M
|
40.6K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.1K+ 19.57% |
$233K - $266K
|
43.4K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.8KNew |
$92.1K - $105K
|
2.8K
$112K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
836+ 5.61% |
$27.5K - $31.3K
|
15.7K
$632K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
237+ 27.24% |
$7.8K - $8.88K
|
1.11K
$44.5K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.9K- 38.1% |
$952K - $1.08M
|
47K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.28K+ 3.63% |
$108K - $123K
|
93.8K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15.4K- 1.05% |
$508K - $578K
|
1.45M
$58.4M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.57K+ 1.94% |
$183K - $208K
|
292K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 16.49% |
$167K - $190K
|
35.9K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.68K- 4.23% |
$154K - $175K
|
106K
$4.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-17.3K- 3.04% |
$571K - $650K
|
553K
$22.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 24.76% |
$61.7K - $70.2K
|
5.7K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
117+ 0.07% |
$3.85K - $4.38K
|
156K
$6.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
168+ 7.24% |
$5.53K - $6.29K
|
2.49K
$100K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.8K+ 2.55% |
$554K - $631K
|
677K
$27.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.88KNew |
$193K - $220K
|
5.88K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.53K+ 0.77% |
$50.4K - $57.4K
|
199K
$8.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.79K+ 33.98% |
$58.9K - $67K
|
7.06K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-7.1K- 41.75% |
$234K - $266K
|
9.9K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
102New |
$3.36K - $3.82K
|
102
$4.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-86.7K- 5.48% |
$2.85M - $3.25M
|
1.49M
$60M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 3.45% |
$117K - $133K
|
106K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.44K- 15.66% |
$47.5K - $54.1K
|
7.78K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.23K+ 0.56% |
$139K - $158K
|
765K
$30.7M
|