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 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.77K- 15.68% |
$154K - $191K
|
25.7K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-728- 11.53% |
$23.5K - $29.1K
|
5.59K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-71- 0.94% |
$2.29K - $2.84K
|
7.45K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.38K+ 12.98% |
$109K - $135K
|
29.4K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
53+ 0.49% |
$1.71K - $2.12K
|
10.8K
$469K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-8.15K- 3.19% |
$263K - $326K
|
247K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
32+ 0.54% |
$1.03K - $1.28K
|
5.91K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.68K- 3.72% |
$183K - $227K
|
147K
$6.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.22KNew |
$168K - $209K
|
5.22K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-214- 2.96% |
$6.9K - $8.56K
|
7.01K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.88KNew |
$222K - $275K
|
6.88K
$299K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.08K+ 5.04% |
$99.3K - $123K
|
64.2K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
305K+ 27.92% |
$9.85M - $12.2M
|
1.4M
$60.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.93K+ 6.46% |
$224K - $277K
|
114K
$4.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.93K+ 1.18% |
$159K - $197K
|
421K
$18.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-9.24K- 23.54% |
$298K - $370K
|
30K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
5.07KNew |
$164K - $203K
|
5.07K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
230+ 1.85% |
$7.42K - $9.2K
|
12.7K
$551K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3+ 0.56% |
$96.8 - $120
|
541
$23.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
7.31K+ 4.87% |
$236K - $293K
|
157K
$6.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
102New |
$3.29K - $4.08K
|
102
$4.44K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.48KNew |
$306K - $379K
|
9.48K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19.3K+ 2.89% |
$621K - $770K
|
685K
$29.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-37.2K- 44.24% |
$1.2M - $1.49M
|
46.9K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.83K+ 9.67% |
$91.1K - $113K
|
32K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.23K+ 42.94% |
$169K - $209K
|
17.4K
$758K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.08K+ 11.36% |
$34.8K - $43.2K
|
10.6K
$461K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.58K+ 13.75% |
$180K - $223K
|
46.2K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42.9K+ 37.82% |
$1.38M - $1.72M
|
156K
$6.8M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.66KNew |
$182K - $226K
|
5.66K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
5.23KNew |
$169K - $209K
|
5.23K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.2K+ 169.04% |
$360K - $447K
|
17.8K
$774K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
121K+ 107.53% |
$3.91M - $4.85M
|
234K
$10.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.55K- 22.02% |
$50.1K - $62.2K
|
5.5K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-395- 4.19% |
$12.7K - $15.8K
|
9.04K
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.29K+ 1.65% |
$138K - $172K
|
264K
$11.5M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
120+ 0.5% |
$3.87K - $4.8K
|
24K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.27KNew |
$235K - $291K
|
7.27K
$316K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.02KNew |
$162K - $201K
|
5.02K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
37+ 0.11% |
$1.19K - $1.48K
|
35K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
401New |
$12.9K - $16K
|
401
$17.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
53+ 19.06% |
$1.71K - $2.12K
|
331
$14.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.76K- 1.69% |
$218K - $270K
|
394K
$17.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
857KNew |
$27.6M - $34.3M
|
857K
$37.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41K+ 35.39% |
$77.6K - $96.3K
|
9.21K
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.72KNew |
$249K - $309K
|
7.72K
$336K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
33.2K+ 5.26% |
$1.07M - $1.33M
|
664K
$28.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.05K- 4.69% |
$131K - $162K
|
82.3K
$3.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
630+ 4.83% |
$20.3K - $25.2K
|
13.7K
$595K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-911- 0.4% |
$29.4K - $36.5K
|
224K
$9.76M
|