Latest Institutional Purchases of Schwab Fundamental Intl Large (FNDF)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
182K+ 7.55% |
$5.99M - $6.76M
|
2.59M
$89.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
152K+ 26.05% |
$5M - $5.64M
|
735K
$25.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
110K+ 12.08% |
$3.62M - $4.08M
|
1.02M
$35.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
108K+ 0.65% |
$3.54M - $3.99M
|
16.8M
$577M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
96.3K+ 454.37% |
$3.17M - $3.58M
|
117K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
94.9K+ 13.57% |
$3.12M - $3.53M
|
795K
$27.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
88.5K+ 7.84% |
$2.91M - $3.29M
|
1.22M
$41.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
79K+ 8.87% |
$2.6M - $2.93M
|
969K
$33.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
78.4KNew |
$2.58M - $2.91M
|
78.4K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
58.7K+ 11.15% |
$1.93M - $2.18M
|
585K
$20.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
54.6KNew |
$1.8M - $2.03M
|
54.6K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
53.3K+ 20.21% |
$1.75M - $1.98M
|
317K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
51K+ 11.61% |
$1.68M - $1.9M
|
490K
$16.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
43.1K+ 5.04% |
$1.42M - $1.6M
|
898K
$30.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
41.6KNew |
$1.37M - $1.55M
|
41.6K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
41.1K+ 42.42% |
$1.35M - $1.53M
|
138K
$4.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 11.53% |
$1.18M - $1.33M
|
346K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
35.5K+ 5.95% |
$1.17M - $1.32M
|
633K
$21.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
34.2K+ 11.83% |
$1.13M - $1.27M
|
323K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
32.9K+ 3.56% |
$1.08M - $1.22M
|
956K
$32.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
30K+ 4.97% |
$987K - $1.11M
|
633K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
25.7K+ 3.49% |
$845K - $954K
|
761K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
24.1K+ 5.7% |
$794K - $896K
|
447K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
22K+ 11.06% |
$725K - $818K
|
221K
$7.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
20.5K+ 23.25% |
$674K - $760K
|
109K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.5K+ 4.41% |
$643K - $725K
|
463K
$15.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.1K+ 53.99% |
$596K - $672K
|
51.6K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.4K+ 8.16% |
$574K - $648K
|
231K
$7.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
17.2K+ 23.4% |
$567K - $640K
|
90.8K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
17KNew |
$560K - $632K
|
17K
$586K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16K+ 6.09% |
$526K - $593K
|
278K
$9.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
14K+ 3.79% |
$462K - $522K
|
385K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13.7K+ 7.87% |
$452K - $510K
|
188K
$6.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
13.2K+ 9.4% |
$436K - $492K
|
154K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
13.2KNew |
$433K - $489K
|
13.2K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13KNew |
$428K - $483K
|
13K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
13KNew |
$427K - $482K
|
13K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
12.6KNew |
$415K - $468K
|
12.6K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
10.5K+ 13.72% |
$345K - $390K
|
86.9K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.1KNew |
$332K - $374K
|
10.1K
$347K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
9.07K+ 2.38% |
$299K - $337K
|
390K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.91K+ 3.18% |
$293K - $331K
|
289K
$9.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.56K+ 152.31% |
$282K - $318K
|
14.2K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.51K+ 43.16% |
$280K - $316K
|
28.2K
$972K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8.48K+ 3.8% |
$279K - $315K
|
232K
$7.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.34K+ 15.29% |
$275K - $310K
|
62.9K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
8.12K+ 2.92% |
$267K - $302K
|
286K
$9.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.86KNew |
$259K - $292K
|
7.86K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.66K+ 10.6% |
$252K - $285K
|
79.9K
$2.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.35K+ 0.96% |
$242K - $273K
|
773K
$26.6M
|