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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
764K+ 4.73% |
$24.6M - $30.6M
|
16.9M
$680M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
574K+ 294.82% |
$18.5M - $23M
|
769K
$30.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
88.1K+ 9.19% |
$2.84M - $3.53M
|
1.05M
$42M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
47.7K+ 112.59% |
$1.54M - $1.91M
|
90.1K
$3.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40.5K+ 5.44% |
$1.31M - $1.62M
|
784K
$31.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
36.6K+ 4.49% |
$1.18M - $1.46M
|
852K
$34.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27.7K+ 4.59% |
$893K - $1.11M
|
630K
$25.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
26.2K+ 23.37% |
$845K - $1.05M
|
138K
$5.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
24.9K+ 20.71% |
$802K - $995K
|
145K
$5.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.7K+ 3.94% |
$506K - $628K
|
414K
$16.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.3K+ 30.03% |
$493K - $612K
|
66.2K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
13.1KNew |
$422K - $524K
|
13.1K
$525K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13KNew |
$420K - $521K
|
13K
$523K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.78KNew |
$315K - $391K
|
9.78K
$393K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.84K+ 1.72% |
$221K - $274K
|
406K
$16.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.27KNew |
$170K - $211K
|
5.27K
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.59K+ 52.29% |
$116K - $144K
|
10.4K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.09K+ 4.51% |
$99.5K - $123K
|
71.4K
$2.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
2K+ 0.18% |
$64.6K - $80.2K
|
1.14M
$45.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 12.42% |
$46K - $57K
|
12.9K
$518K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.09K+ 4.22% |
$35.3K - $43.8K
|
27K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
854+ 2.37% |
$27.5K - $34.2K
|
36.9K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
829New |
$26.7K - $33.2K
|
829
$33.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400+ 4.28% |
$12.9K - $16K
|
9.74K
$391K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
283+ 0.11% |
$9.13K - $11.3K
|
253K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
209+ 0.9% |
$6.74K - $8.36K
|
23.4K
$938K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
196+ 1.59% |
$6.32K - $7.84K
|
12.6K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.53% |
$1.29K - $1.6K
|
7.59K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.05% |
$613 - $760
|
37.5K
$1.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.37% |
$32.3 - $40
|
268
$10.8K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
995K+ 0.67% |
$32.7M - $37.2M
|
149M
$5.98B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
607K+ 10.33% |
$20M - $22.7M
|
6.48M
$260M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
448K+ 50.0% |
$14.7M - $16.8M
|
1.34M
$53.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
307K+ 6.69% |
$10.1M - $11.5M
|
4.9M
$197M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
305KNew |
$10M - $11.4M
|
305K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
217KNew |
$7.13M - $8.12M
|
217K
$8.71M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
215K+ 24.5% |
$7.08M - $8.06M
|
1.09M
$43.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
190K+ 32.63% |
$6.24M - $7.11M
|
771K
$31M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172K+ 38.29% |
$5.66M - $6.44M
|
621K
$24.9M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
167K+ 1.5% |
$5.5M - $6.27M
|
11.4M
$456M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167K+ 10.67% |
$5.49M - $6.25M
|
1.73M
$69.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
153KNew |
$5.02M - $5.72M
|
153K
$6.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
147K+ 28.04% |
$4.83M - $5.5M
|
670K
$26.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
144K+ 22.78% |
$4.74M - $5.4M
|
777K
$31.2M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
117K+ 60.94% |
$3.84M - $4.37M
|
308K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
115K+ 14.92% |
$3.8M - $4.32M
|
889K
$35.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 122.89% |
$3.76M - $4.28M
|
208K
$8.33M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
82K+ 1764.75% |
$2.7M - $3.07M
|
86.7K
$3.48M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
81.1K+ 8.52% |
$2.67M - $3.04M
|
1.03M
$41.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
69.1K+ 4.95% |
$2.27M - $2.59M
|
1.47M
$58.9M
|
|