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 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 1.73% |
$34.2K - $38.9K
|
61.2K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.44K+ 8.03% |
$47.4K - $54K
|
19.4K
$779K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.15K+ 27.64% |
$70.6K - $80.4K
|
9.91K
$398K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 0.79% |
$90.2K - $103K
|
349K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 11.71% |
$72.8K - $82.9K
|
21.1K
$848K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-2.29K- 9.31% |
$75.4K - $85.8K
|
22.3K
$896K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
20.4K+ 2.0% |
$672K - $765K
|
1.04M
$41.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
826New |
$27.2K - $30.9K
|
826
$33.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
15K+ 6.79% |
$494K - $563K
|
236K
$9.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-11- 0.09% |
$362 - $412
|
11.7K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
278New |
$9.15K - $10.4K
|
278
$11.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-7.03K- 7.89% |
$231K - $263K
|
82K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.4K+ 584.11% |
$1.76M - $2M
|
62.6K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
65+ 5.28% |
$2.14K - $2.43K
|
1.3K
$52.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93K+ 630.39% |
$63.5K - $72.2K
|
2.24K
$89.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.67K+ 2.12% |
$154K - $175K
|
225K
$9.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.65K+ 3.36% |
$120K - $137K
|
112K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-27.8K- 6.46% |
$916K - $1.04M
|
403K
$16.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.03K+ 8.64% |
$297K - $338K
|
113K
$4.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-36- 0.14% |
$1.18K - $1.35K
|
25.7K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-15.3K- 13.85% |
$502K - $572K
|
94.9K
$3.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.13% |
$855 - $974
|
19.6K
$789K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.74K+ 1926.29% |
$123K - $140K
|
3.93K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
13.3K+ 13.7% |
$436K - $496K
|
110K
$4.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.4K- 5.9% |
$341K - $389K
|
166K
$6.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.86K- 2.26% |
$127K - $145K
|
167K
$6.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
541+ 4.64% |
$17.8K - $20.3K
|
12.2K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.66K- 32.74% |
$54.5K - $62.1K
|
3.41K
$137K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.35K- 9.39% |
$44.4K - $50.6K
|
13K
$524K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.26K+ 2.37% |
$107K - $122K
|
141K
$5.66M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
10.6K+ 4.51% |
$349K - $397K
|
245K
$9.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.55K+ 86.71% |
$50.9K - $57.9K
|
3.33K
$134K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.97K+ 36.99% |
$97.5K - $111K
|
11K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 3.61% |
$395 - $449
|
344
$13.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 23.49% |
$65.8K - $74.9K
|
6.52K
$262K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
115K+ 14.92% |
$3.8M - $4.32M
|
889K
$35.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
103+ 0.85% |
$3.39K - $3.86K
|
12.2K
$489K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
855+ 0.46% |
$28.1K - $32K
|
186K
$7.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
625New |
$20.6K - $23.4K
|
625
$25.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
120New |
$3.95K - $4.49K
|
120
$4.82K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 18.5% |
$111K - $127K
|
14.9K
$599K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
687+ 6.71% |
$22.6K - $25.7K
|
10.9K
$439K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 21.6% |
$60.1K - $68.4K
|
6.63K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.75KNew |
$189K - $215K
|
5.75K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40.9KNew |
$1.34M - $1.53M
|
40.9K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.66KNew |
$219K - $250K
|
6.66K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.09K- 2.28% |
$102K - $116K
|
133K
$5.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-345K- 36.05% |
$11.3M - $12.9M
|
612K
$24.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.63K- 6.46% |
$119K - $136K
|
52.6K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15.2K+ 8.06% |
$499K - $568K
|
203K
$8.17M
|