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 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.66KNew |
$219K - $250K
|
6.66K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.61KNew |
$218K - $248K
|
6.61K
$246K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.54K+ 11.62% |
$215K - $245K
|
62.8K
$2.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.34K+ 14.01% |
$208K - $237K
|
51.6K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6.27K+ 4.36% |
$206K - $235K
|
150K
$5.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.15KNew |
$202K - $230K
|
6.15K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
5.97K+ 10.6% |
$196K - $224K
|
62.3K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.95KNew |
$196K - $223K
|
5.95K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.88KNew |
$193K - $220K
|
5.88K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.83KNew |
$192K - $218K
|
5.83K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.82KNew |
$191K - $218K
|
5.82K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.81K+ 44.47% |
$191K - $217K
|
18.9K
$702K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.75KNew |
$189K - $215K
|
5.75K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.73KNew |
$189K - $215K
|
5.73K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.72K+ 1.77% |
$188K - $214K
|
329K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.57K+ 1.94% |
$183K - $208K
|
292K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.52K+ 194.57% |
$182K - $207K
|
8.35K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.49K+ 4.51% |
$181K - $206K
|
127K
$4.73M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.32K+ 2.77% |
$175K - $199K
|
198K
$7.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.24K+ 39.77% |
$172K - $196K
|
18.4K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.2K+ 1.3% |
$171K - $195K
|
405K
$15.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.16K+ 3.35% |
$170K - $193K
|
159K
$5.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 16.49% |
$167K - $190K
|
35.9K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.04K+ 21900.0% |
$166K - $189K
|
5.06K
$188K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4.94K+ 8.24% |
$162K - $185K
|
64.8K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.74K+ 75.94% |
$156K - $178K
|
11K
$409K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.67K+ 2.12% |
$154K - $175K
|
225K
$8.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.57K+ 3.95% |
$150K - $171K
|
120K
$4.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.37K+ 6.94% |
$144K - $164K
|
67.3K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.23K+ 0.56% |
$139K - $158K
|
765K
$28.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.16KNew |
$137K - $156K
|
4.16K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.08K+ 3.57% |
$134K - $153K
|
118K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.99K+ 4.84% |
$131K - $149K
|
86.4K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.74K+ 1926.29% |
$123K - $140K
|
3.93K
$146K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.65K+ 3.36% |
$120K - $137K
|
112K
$4.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
3.61K+ 16.85% |
$119K - $135K
|
25K
$932K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 3.45% |
$117K - $133K
|
106K
$3.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.48K+ 51.94% |
$114K - $130K
|
10.2K
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$114K - $130K
|
3.48K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.44K+ 5.19% |
$113K - $129K
|
69.7K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.3K+ 23.29% |
$109K - $124K
|
17.5K
$650K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.28K+ 3.63% |
$108K - $123K
|
93.8K
$3.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.26K+ 2.37% |
$107K - $122K
|
141K
$5.24M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.22K+ 10.81% |
$106K - $121K
|
33K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.16K+ 1.37% |
$104K - $118K
|
235K
$8.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.07K+ 0.76% |
$101K - $115K
|
408K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.97K+ 36.99% |
$97.5K - $111K
|
11K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.8KNew |
$92.1K - $105K
|
2.8K
$104K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 0.79% |
$90.2K - $103K
|
349K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.74K+ 68.78% |
$90.1K - $103K
|
6.72K
$250K
|