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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
66.9K+ 405.96% |
$2.2M - $2.51M
|
83.4K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.3KNew |
$2.02M - $2.3M
|
61.3K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
60.8KNew |
$2M - $2.28M
|
60.8K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.5K+ 5.8% |
$1.76M - $2.01M
|
976K
$39.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.4K+ 584.11% |
$1.76M - $2M
|
62.6K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
46.9K+ 3.71% |
$1.54M - $1.76M
|
1.31M
$52.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.7K+ 5.38% |
$1.44M - $1.64M
|
855K
$34.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
41.8K+ 5.7% |
$1.38M - $1.57M
|
776K
$31.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40.9KNew |
$1.34M - $1.53M
|
40.9K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.6KNew |
$1.33M - $1.52M
|
40.6K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
35.5K+ 3.66% |
$1.17M - $1.33M
|
1M
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
35K+ 43.73% |
$1.15M - $1.31M
|
115K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
29.2K+ 106.66% |
$962K - $1.1M
|
56.7K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.9K+ 7.18% |
$917K - $1.04M
|
416K
$16.7M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
27.1KNew |
$890K - $1.01M
|
27.1K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.3KNew |
$864K - $984K
|
26.3K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
26K+ 22.97% |
$857K - $975K
|
139K
$5.6M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
24.3KNew |
$799K - $909K
|
24.3K
$975K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
23.9KNew |
$785K - $894K
|
23.9K
$959K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22.7K+ 4.5% |
$748K - $852K
|
528K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21.9K+ 5.98% |
$720K - $819K
|
388K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
21.1K+ 5.33% |
$694K - $790K
|
417K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
20.4K+ 2.0% |
$672K - $765K
|
1.04M
$41.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20K+ 86.84% |
$659K - $750K
|
43.1K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18.6K+ 1673.61% |
$613K - $698K
|
19.8K
$793K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
18.5K+ 4.14% |
$609K - $694K
|
466K
$18.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
18.5KNew |
$608K - $692K
|
18.5K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.6K+ 136.89% |
$578K - $658K
|
30.4K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
17.6KNew |
$578K - $658K
|
17.6K
$705K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
17.3K+ 3.52% |
$568K - $646K
|
508K
$20.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.8K+ 2.55% |
$554K - $631K
|
677K
$27.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 2.36% |
$520K - $592K
|
684K
$27.5M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15.5K+ 5.35% |
$509K - $579K
|
304K
$12.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15.2K+ 8.06% |
$499K - $568K
|
203K
$8.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
15K+ 6.79% |
$494K - $563K
|
236K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15K+ 22.75% |
$493K - $562K
|
80.9K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
14.9KNew |
$489K - $557K
|
14.9K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 58.88% |
$438K - $498K
|
35.9K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.3KNew |
$436K - $497K
|
13.3K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
13.3K+ 13.7% |
$436K - $496K
|
110K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.3KNew |
$436K - $496K
|
13.3K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
13KNew |
$429K - $488K
|
13K
$524K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.8KNew |
$420K - $479K
|
12.8K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.7K+ 8.3% |
$419K - $477K
|
166K
$6.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.6KNew |
$413K - $470K
|
12.6K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12.2K+ 15.61% |
$403K - $459K
|
90.7K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.5K+ 14980.52% |
$380K - $432K
|
11.6K
$466K
|
|
|
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
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
10.6K+ 4.51% |
$349K - $397K
|
245K
$9.86M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.6K+ 3.79% |
$347K - $395K
|
289K
$11.6M
|