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 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.44K+ 77.11% |
$278K - $316K
|
19.4K
$778K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.37K+ 6.94% |
$144K - $164K
|
67.3K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
29New |
$954 - $1.09K
|
29
$1.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.95KNew |
$196K - $223K
|
5.95K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.75K- 18.87% |
$57.5K - $65.5K
|
7.52K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.57K+ 24.92% |
$84.5K - $96.2K
|
12.9K
$517K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-370- 5.0% |
$12.2K - $13.9K
|
7.03K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
3.61K+ 16.85% |
$119K - $135K
|
25K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-689- 6.72% |
$22.7K - $25.8K
|
9.57K
$384K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
448K+ 50.0% |
$14.7M - $16.8M
|
1.34M
$53.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
258+ 0.18% |
$8.49K - $9.66K
|
145K
$5.84M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.6K+ 3.79% |
$347K - $395K
|
289K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.51KNew |
$49.7K - $56.5K
|
1.51K
$60.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-17.4K- 0.94% |
$573K - $653K
|
1.83M
$73.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
14.9KNew |
$489K - $557K
|
14.9K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
153KNew |
$5.02M - $5.72M
|
153K
$6.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.13KNew |
$268K - $305K
|
8.13K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-298- 0.69% |
$9.8K - $11.2K
|
43K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.16KNew |
$137K - $156K
|
4.16K
$167K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-108K- 56.51% |
$3.56M - $4.05M
|
83.3K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
256New |
$8.42K - $9.59K
|
256
$10.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.02K+ 11.41% |
$33.7K - $38.3K
|
10K
$401K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
174+ 70.16% |
$5.72K - $6.52K
|
422
$16.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
628+ 12.14% |
$20.7K - $23.5K
|
5.8K
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.99K+ 4.84% |
$131K - $149K
|
86.4K
$3.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$65.8 - $74.9
|
7.79K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
147K+ 28.04% |
$4.83M - $5.5M
|
670K
$26.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.59K- 21.74% |
$52.3K - $59.5K
|
5.72K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.48K+ 51.94% |
$114K - $130K
|
10.2K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.88K- 3.31% |
$94.6K - $108K
|
84.1K
$3.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
405+ 5.16% |
$13.3K - $15.2K
|
8.26K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9- 0.07% |
$296 - $337
|
12.5K
$502K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.7K- 15.14% |
$55.8K - $63.5K
|
9.51K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.9KNew |
$1.68M - $1.91M
|
50.9K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-765- 5.9% |
$25.2K - $28.6K
|
12.2K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.4K+ 1.63% |
$46.1K - $52.5K
|
87.5K
$3.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.61K+ 2.5% |
$52.9K - $60.2K
|
65.8K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.72K+ 1.77% |
$188K - $214K
|
329K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.2K- 37.3% |
$633K - $721K
|
32.3K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
72New |
$2.37K - $2.7K
|
72
$2.89K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19New |
$625 - $712
|
19
$763
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-24- 1.06% |
$790 - $899
|
2.23K
$89.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.48K- 3.93% |
$246K - $280K
|
183K
$7.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-7.73K- 4.67% |
$254K - $289K
|
158K
$6.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.07K- 12.43% |
$35.1K - $40K
|
7.52K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
17.3K+ 3.52% |
$568K - $646K
|
508K
$20.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.07K+ 0.76% |
$101K - $115K
|
408K
$16.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.15KNew |
$202K - $230K
|
6.15K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-105K- 18.98% |
$3.46M - $3.94M
|
449K
$18M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
38+ 2.79% |
$1.25K - $1.42K
|
1.4K
$56.3K
|