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 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.6K- 1.96% |
$52.6K - $59.9K
|
79.9K
$3.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.73KNew |
$189K - $215K
|
5.73K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.74K- 1.01% |
$90.1K - $103K
|
269K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-138- 0.6% |
$4.54K - $5.17K
|
22.9K
$920K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
99New |
$3.26K - $3.71K
|
99
$3.98K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.19K+ 92.71% |
$71.9K - $81.9K
|
4.54K
$182K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18.6K+ 1673.61% |
$613K - $698K
|
19.8K
$793K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$114K - $130K
|
3.48K
$140K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$9.87K - $11.2K
|
300
$12K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.78KNew |
$223K - $254K
|
6.78K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
5.97K+ 10.6% |
$196K - $224K
|
62.3K
$2.5M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-3K- 31.84% |
$98.7K - $112K
|
6.42K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-278- 50.0% |
$9.15K - $10.4K
|
278
$11.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
190K+ 32.63% |
$6.24M - $7.11M
|
771K
$31M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-7.95K- 2.42% |
$262K - $298K
|
321K
$12.9M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-459- 0.93% |
$15.1K - $17.2K
|
48.7K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-205- 11.12% |
$6.74K - $7.68K
|
1.64K
$65.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-130K- 43.06% |
$4.28M - $4.88M
|
172K
$6.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$413K - $470K
|
12.6K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
385+ 0.3% |
$12.7K - $14.4K
|
128K
$5.15M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-3.25K- 3.79% |
$107K - $122K
|
82.6K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-216- 4.74% |
$7.11K - $8.09K
|
4.34K
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.57K- 2.74% |
$51.7K - $58.8K
|
55.7K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 4.73% |
$83.1K - $94.6K
|
50.9K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
284+ 3.62% |
$9.34K - $10.6K
|
8.12K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-776K- 53.53% |
$25.5M - $29.1M
|
674K
$27.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-16- 0.01% |
$526 - $599
|
160K
$6.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10.4K+ 128.82% |
$341K - $388K
|
18.4K
$739K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
41.8K+ 5.7% |
$1.38M - $1.57M
|
776K
$31.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-157- 0.34% |
$5.17K - $5.88K
|
46.4K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12.2K+ 15.61% |
$403K - $459K
|
90.7K
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.67K- 21.74% |
$121K - $137K
|
13.2K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
55New |
$1.81K - $2.06K
|
55
$2.21K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.16K- 0.75% |
$203K - $231K
|
816K
$32.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-10.9K- 4.85% |
$358K - $408K
|
214K
$8.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
546New |
$18K - $20.4K
|
546
$21.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.21KNew |
$303K - $345K
|
9.21K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
277+ 1.19% |
$9.11K - $10.4K
|
23.6K
$948K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.16K+ 3.35% |
$170K - $193K
|
159K
$6.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
144K+ 22.78% |
$4.74M - $5.4M
|
777K
$31.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-7.66K- 1.21% |
$252K - $287K
|
625K
$25.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.29KNew |
$306K - $348K
|
9.29K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
18.5KNew |
$608K - $692K
|
18.5K
$742K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.82KNew |
$191K - $218K
|
5.82K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.3K+ 23.29% |
$109K - $124K
|
17.5K
$702K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
938+ 2.12% |
$30.9K - $35.1K
|
45.3K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10K+ 8.11% |
$329K - $374K
|
133K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.61K- 7.03% |
$85.9K - $97.8K
|
34.5K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.59K+ 139.57% |
$85.2K - $97K
|
4.44K
$178K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
774+ 5.95% |
$25.5K - $29K
|
13.8K
$553K
|