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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
995K+ 0.67% |
$32.7M - $37.2M
|
149M
$5.55B
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
744KNew |
$24.5M - $27.9M
|
744K
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
469K+ 47.56% |
$15.4M - $17.6M
|
1.46M
$54.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
448K+ 50.0% |
$14.7M - $16.8M
|
1.34M
$50M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
307K+ 6.69% |
$10.1M - $11.5M
|
4.9M
$182M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
305KNew |
$10M - $11.4M
|
305K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
217KNew |
$7.13M - $8.12M
|
217K
$8.07M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
215K+ 24.5% |
$7.08M - $8.06M
|
1.09M
$40.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
190K+ 32.63% |
$6.24M - $7.11M
|
771K
$28.7M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
167K+ 1.5% |
$5.5M - $6.27M
|
11.4M
$423M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167K+ 10.67% |
$5.49M - $6.25M
|
1.73M
$64.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
153KNew |
$5.02M - $5.72M
|
153K
$5.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
147K+ 28.04% |
$4.83M - $5.5M
|
670K
$24.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
144K+ 22.78% |
$4.74M - $5.4M
|
777K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
117K+ 60.94% |
$3.84M - $4.37M
|
308K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
115K+ 14.92% |
$3.8M - $4.32M
|
889K
$33.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 122.89% |
$3.76M - $4.28M
|
208K
$7.72M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
82K+ 1764.75% |
$2.7M - $3.07M
|
86.7K
$3.23M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
81.1K+ 8.52% |
$2.67M - $3.04M
|
1.03M
$38.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
69.1K+ 4.95% |
$2.27M - $2.59M
|
1.47M
$54.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
66.9K+ 405.96% |
$2.2M - $2.51M
|
83.4K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.3KNew |
$2.02M - $2.3M
|
61.3K
$2.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
61.2K+ 6.82% |
$2.01M - $2.29M
|
959K
$35.7M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
60.8KNew |
$2M - $2.28M
|
60.8K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.5K+ 5.8% |
$1.76M - $2.01M
|
976K
$36.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.4K+ 584.11% |
$1.76M - $2M
|
62.6K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.9KNew |
$1.68M - $1.91M
|
50.9K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
42.4KNew |
$1.39M - $1.59M
|
42.4K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
41.8K+ 5.7% |
$1.38M - $1.57M
|
776K
$28.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40.9KNew |
$1.34M - $1.53M
|
40.9K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.6KNew |
$1.33M - $1.52M
|
40.6K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
37.4KNew |
$1.23M - $1.4M
|
37.4K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
35.5K+ 3.66% |
$1.17M - $1.33M
|
1M
$37.4M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
35KNew |
$1.15M - $1.31M
|
35K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
29.2K+ 106.66% |
$962K - $1.1M
|
56.7K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28.3K+ 70.46% |
$930K - $1.06M
|
68.4K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
27.1KNew |
$890K - $1.01M
|
27.1K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.3KNew |
$864K - $984K
|
26.3K
$978K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
26.2K+ 507.97% |
$861K - $980K
|
31.3K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
26K+ 22.97% |
$857K - $975K
|
139K
$5.19M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
24.3KNew |
$799K - $909K
|
24.3K
$904K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
23.9KNew |
$785K - $894K
|
23.9K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22.7K+ 4.5% |
$748K - $852K
|
528K
$19.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
20.7K+ 2.6% |
$680K - $775K
|
815K
$30.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
20.4K+ 2.0% |
$672K - $765K
|
1.04M
$38.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20K+ 86.84% |
$659K - $750K
|
43.1K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18.6K+ 1673.61% |
$613K - $698K
|
19.8K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
18.5K+ 4.14% |
$609K - $694K
|
466K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
18.5KNew |
$608K - $692K
|
18.5K
$688K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.6K+ 136.89% |
$578K - $658K
|
30.4K
$1.13M
|