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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
9.36K+ 2.4% |
$308K - $348K
|
399K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$577K - $651K
|
17.5K
$652K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
719+ 3.85% |
$23.7K - $26.7K
|
19.4K
$723K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
496K+ 2011.81% |
$16.3M - $18.4M
|
521K
$19.4M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
985KNew |
$32.4M - $36.6M
|
985K
$36.7M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
299New |
$9.84K - $11.1K
|
299
$11.1K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.56KNew |
$51.3K - $57.8K
|
1.56K
$58K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68+ 2.21% |
$2.24K - $2.53K
|
3.15K
$117K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.6K+ 5.67% |
$85.7K - $96.7K
|
48.5K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
560New |
$18.4K - $20.8K
|
560
$20.8K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 2.52% |
$98.8 - $111
|
122
$4.54K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2New |
$65.8 - $74.3
|
2
$74.4
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
722New |
$23.8K - $26.8K
|
722
$26.9K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
641+ 3.26% |
$21.1K - $23.8K
|
20.3K
$755K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
838+ 0.49% |
$27.6K - $31.1K
|
173K
$6.44M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.4K+ 9.82% |
$112K - $126K
|
38K
$1.41M
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
119+ 1.4% |
$3.92K - $4.42K
|
8.6K
$320K
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.85K- 3.12% |
$93.7K - $106K
|
88.3K
$3.29M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-231K- 31.4% |
$7.62M - $8.6M
|
505K
$18.8M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.1K+ 5.18% |
$36.2K - $40.8K
|
22.3K
$831K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.62KNew |
$119K - $134K
|
3.62K
$135K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
44.9KNew |
$1.48M - $1.67M
|
44.9K
$1.67M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.74K+ 11.23% |
$57.3K - $64.7K
|
17.3K
$642K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
907+ 10.04% |
$29.9K - $33.7K
|
9.94K
$370K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
923+ 4.6% |
$30.4K - $34.3K
|
21K
$781K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16K- 46.21% |
$526K - $594K
|
18.6K
$693K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23+ 3.0% |
$757 - $854
|
790
$29.4K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
82.7K+ 376.68% |
$2.72M - $3.07M
|
105K
$3.89M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-23- 0.18% |
$757 - $854
|
12.6K
$470K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-244- 1.2% |
$8.03K - $9.06K
|
20.1K
$748K
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.51KNew |
$280K - $316K
|
8.51K
$317K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-84- 0.23% |
$2.77K - $3.12K
|
35.8K
$1.33M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.07K+ 3.98% |
$101K - $114K
|
80.2K
$2.98M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
329+ 2.69% |
$10.8K - $12.2K
|
12.6K
$468K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 8.61% |
$730K - $824K
|
280K
$10.4M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.4K+ 4.7% |
$1.2M - $1.35M
|
811K
$30.2M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.39K+ 24.57% |
$276K - $312K
|
42.5K
$1.58M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
954New |
$31.4K - $35.4K
|
954
$35.5K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22New |
$724 - $817
|
22
$819
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.82K+ 3.21% |
$258K - $291K
|
252K
$9.36M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.81K+ 12790.91% |
$92.6K - $105K
|
2.84K
$106K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.81K- 16.59% |
$257K - $290K
|
39.2K
$1.46M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.4K+ 3.79% |
$112K - $126K
|
93.1K
$3.47M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
285+ 5.76% |
$9.38K - $10.6K
|
5.23K
$195K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
76New |
$2.5K - $2.82K
|
76
$2.83K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.94K- 0.33% |
$162K - $183K
|
1.5M
$55.9M
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
346New |
$11.4K - $12.9K
|
346
$12.9K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17.4KNew |
$572K - $646K
|
17.4K
$647K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
19+ 1.49% |
$625 - $706
|
1.3K
$48.3K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23K+ 21.02% |
$759K - $856K
|
133K
$4.94M
|