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 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
112+ 18.89% |
$3.69K - $4.16K
|
705
$26.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.36KNew |
$44.8K - $50.5K
|
1.36K
$50.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.71K- 40.0% |
$287K - $323K
|
13.1K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-101- 0.56% |
$3.32K - $3.75K
|
18.1K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.73K- 2.69% |
$222K - $250K
|
243K
$9.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
66.2K+ 5.53% |
$2.18M - $2.46M
|
1.26M
$47.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
817K+ 300.84% |
$26.9M - $30.4M
|
1.09M
$40.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
463+ 3.87% |
$15.2K - $17.2K
|
12.4K
$463K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 87.59% |
$34.4K - $38.8K
|
148
$5.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.63K+ 0.41% |
$86.6K - $97.7K
|
638K
$23.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 30.94% |
$375K - $423K
|
25.4K
$946K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200K- 3.16% |
$6.59M - $7.43M
|
6.12M
$228M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.29K - $3.72K
|
100
$3.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
49+ 2.64% |
$1.61K - $1.82K
|
1.91K
$70.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4+ 0.06% |
$132 - $149
|
7.23K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
5.5K+ 1060.12% |
$181K - $204K
|
6.02K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
73.9KNew |
$2.43M - $2.74M
|
73.9K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.68K+ 23.11% |
$55.4K - $62.5K
|
8.96K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-282- 3.83% |
$9.28K - $10.5K
|
7.09K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.38K+ 7.52% |
$144K - $163K
|
62.6K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
40+ 0.36% |
$1.32K - $1.49K
|
11.2K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
310K+ 7.25% |
$10.2M - $11.5M
|
4.59M
$171M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-620- 6.07% |
$20.4K - $23K
|
9.59K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
110KNew |
$3.61M - $4.07M
|
110K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.64K- 8.65% |
$186K - $210K
|
59.6K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.13K+ 6.47% |
$202K - $228K
|
101K
$3.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-246- 0.85% |
$8.1K - $9.14K
|
28.6K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
47New |
$1.55K - $1.75K
|
47
$1.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
941New |
$31K - $35K
|
941
$35K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
910New |
$30K - $33.8K
|
910
$33.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-110K- 14.12% |
$3.62M - $4.08M
|
669K
$24.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
63+ 0.19% |
$2.07K - $2.34K
|
32.5K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.8K+ 13.41% |
$92.3K - $104K
|
23.7K
$882K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.25% |
$1.12K - $1.26K
|
13.5K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-565- 57.3% |
$18.6K - $21K
|
421
$15.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-96- 1.53% |
$3.16K - $3.57K
|
6.17K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.72KNew |
$254K - $287K
|
7.72K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6New |
$198 - $223
|
6
$223
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
213+ 5.65% |
$7.01K - $7.91K
|
3.98K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-96- 1.38% |
$3.16K - $3.57K
|
6.86K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-142K- 4.35% |
$4.69M - $5.29M
|
3.13M
$116M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
19.7KNew |
$647K - $731K
|
19.7K
$732K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.2K+ 2.78% |
$368K - $416K
|
414K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 20.44% |
$48.7K - $54.9K
|
5.76K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.58K+ 1136.69% |
$52K - $58.7K
|
1.72K
$64K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.67K+ 62.58% |
$121K - $136K
|
9.52K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
321New |
$10.6K - $11.9K
|
321
$11.9K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1New |
$32.9 - $37.2
|
1
$37.2
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
56+ 0.28% |
$1.84K - $2.08K
|
19.8K
$736K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.64K+ 0.68% |
$218K - $247K
|
986K
$36.7M
|