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 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
17.6KNew |
$578K - $658K
|
17.6K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.5K+ 2.99% |
$575K - $655K
|
603K
$22.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
17.3K+ 3.52% |
$568K - $646K
|
508K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.8K+ 2.55% |
$554K - $631K
|
677K
$25.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
16.7K+ 7.04% |
$548K - $624K
|
253K
$9.42M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 2.36% |
$520K - $592K
|
684K
$25.5M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15.5K+ 5.35% |
$509K - $579K
|
304K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15.2K+ 8.06% |
$499K - $568K
|
203K
$7.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
15K+ 6.79% |
$494K - $563K
|
236K
$8.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
14.9KNew |
$489K - $557K
|
14.9K
$553K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 58.88% |
$438K - $498K
|
35.9K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.3KNew |
$436K - $497K
|
13.3K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
13.3K+ 13.7% |
$436K - $496K
|
110K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.3KNew |
$436K - $496K
|
13.3K
$493K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
13.2K+ 3.42% |
$434K - $493K
|
398K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
13KNew |
$429K - $488K
|
13K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.8KNew |
$420K - $479K
|
12.8K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$413K - $470K
|
12.6K
$467K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12.2K+ 15.61% |
$403K - $459K
|
90.7K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.5K+ 14980.52% |
$380K - $432K
|
11.6K
$432K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.4KNew |
$377K - $429K
|
11.4K
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
10.6K+ 4.51% |
$349K - $397K
|
245K
$9.14M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.6K+ 3.79% |
$347K - $395K
|
289K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10.4K+ 128.82% |
$341K - $388K
|
18.4K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$336K - $382K
|
10.2K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10K+ 8.11% |
$329K - $374K
|
133K
$4.96M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.52K+ 5.94% |
$313K - $356K
|
170K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.38KNew |
$309K - $351K
|
9.38K
$349K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.35K+ 98.01% |
$308K - $350K
|
18.9K
$703K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.33K+ 3.34% |
$307K - $349K
|
289K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.32K+ 1.38% |
$307K - $349K
|
685K
$25.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.29KNew |
$306K - $348K
|
9.29K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.21KNew |
$303K - $345K
|
9.21K
$343K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.03K+ 8.64% |
$297K - $338K
|
113K
$4.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
8.98K+ 2.3% |
$295K - $336K
|
399K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.93KNew |
$294K - $334K
|
8.93K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.44K+ 77.11% |
$278K - $316K
|
19.4K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.42K+ 128.73% |
$277K - $315K
|
15K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.34KNew |
$274K - $312K
|
8.34K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
8.21KNew |
$270K - $307K
|
8.21K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.13KNew |
$268K - $305K
|
8.13K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8.1K+ 3.28% |
$267K - $303K
|
255K
$9.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.23K+ 63.37% |
$238K - $271K
|
18.6K
$693K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.1K+ 19.57% |
$233K - $266K
|
43.4K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.08K+ 31.74% |
$233K - $265K
|
29.4K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.87KNew |
$226K - $257K
|
6.87K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.78KNew |
$223K - $254K
|
6.78K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.68K+ 7.35% |
$220K - $250K
|
97.5K
$3.63M
|