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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.8K+ 8.65% |
$58.1K - $72K
|
22.6K
$984K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.2K+ 105.2% |
$909K - $1.13M
|
55K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-70- 0.17% |
$2.26K - $2.8K
|
40.4K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18K- 3.4% |
$579K - $719K
|
510K
$22.2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.46K+ 11.87% |
$241K - $299K
|
70.3K
$3.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-114- 3.2% |
$3.68K - $4.56K
|
3.45K
$150K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
15+ 0.42% |
$484 - $600
|
3.57K
$155K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.01K- 4.35% |
$32.6K - $40.4K
|
22.2K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.25K+ 50.83% |
$137K - $170K
|
12.6K
$548K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
336+ 2.63% |
$10.8K - $13.4K
|
13.1K
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
487K+ 28.12% |
$15.7M - $19.5M
|
2.22M
$96.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.05K- 9.93% |
$66K - $81.8K
|
18.5K
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.7M+ 28780.43% |
$55M - $68.2M
|
1.71M
$74.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
233New |
$7.51K - $9.32K
|
233
$10.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51.8K+ 197.11% |
$1.67M - $2.07M
|
78K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.3KNew |
$398K - $494K
|
12.3K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
66.7K+ 163.28% |
$2.15M - $2.67M
|
108K
$4.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.59K- 23.54% |
$51.4K - $63.8K
|
5.18K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-632- 98.44% |
$20.4K - $25.3K
|
10
$435
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
63New |
$2.03K - $2.52K
|
63
$2.74K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-54- 0.1% |
$1.74K - $2.16K
|
54.9K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
4.51K+ 6.47% |
$146K - $181K
|
74.2K
$3.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2+ 0.62% |
$64.5 - $80
|
323
$14.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
37+ 127.59% |
$1.19K - $1.48K
|
66
$2.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.14K- 3.89% |
$69K - $85.6K
|
52.9K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
728New |
$23.5K - $29.1K
|
728
$31.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
822+ 9.02% |
$26.5K - $32.9K
|
9.93K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-326- 3.83% |
$10.5K - $13K
|
8.19K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
159KNew |
$5.13M - $6.36M
|
159K
$6.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
15.8KNew |
$510K - $633K
|
15.8K
$688K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
230New |
$7.42K - $9.2K
|
230
$10K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.28K+ 78.84% |
$106K - $131K
|
7.45K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
311+ 24.2% |
$10K - $12.4K
|
1.6K
$69.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.38K- 4.12% |
$109K - $135K
|
78.7K
$3.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-256- 10.28% |
$8.26K - $10.2K
|
2.23K
$97.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
25.9K+ 2.66% |
$836K - $1.04M
|
1M
$43.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
35.5K+ 432.12% |
$1.14M - $1.42M
|
43.7K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-228- 3.28% |
$7.35K - $9.12K
|
6.72K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110K+ 12.63% |
$3.56M - $4.41M
|
983K
$42.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
47.4KNew |
$1.53M - $1.9M
|
47.4K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-336K- 22.47% |
$10.8M - $13.4M
|
1.16M
$50.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
11+ 0.18% |
$355 - $440
|
6.13K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
57.1K+ 26.35% |
$1.84M - $2.29M
|
274K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.6K+ 4.22% |
$213K - $264K
|
163K
$7.1M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.53K+ 21.83% |
$49.2K - $61.1K
|
8.52K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.73K- 21.64% |
$87.9K - $109K
|
9.87K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
942+ 9.16% |
$30.4K - $37.7K
|
11.2K
$489K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.75K+ 94.99% |
$282K - $350K
|
18K
$782K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-78- 1.0% |
$2.52K - $3.12K
|
7.7K
$335K
|