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 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10.4K+ 128.82% |
$341K - $388K
|
18.4K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$336K - $382K
|
10.2K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10K+ 8.11% |
$329K - $374K
|
133K
$5.35M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.52K+ 5.94% |
$313K - $356K
|
170K
$6.81M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.38KNew |
$309K - $351K
|
9.38K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.35K+ 98.01% |
$308K - $350K
|
18.9K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.33K+ 3.34% |
$307K - $349K
|
289K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.32K+ 1.38% |
$307K - $349K
|
685K
$27.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.29KNew |
$306K - $348K
|
9.29K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.21KNew |
$303K - $345K
|
9.21K
$370K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.03K+ 8.64% |
$297K - $338K
|
113K
$4.56M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.93KNew |
$294K - $334K
|
8.93K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.83K+ 45.48% |
$290K - $331K
|
28.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.46K+ 3.36% |
$278K - $317K
|
260K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.44K+ 77.11% |
$278K - $316K
|
19.4K
$778K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.42K+ 128.73% |
$277K - $315K
|
15K
$601K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.34KNew |
$274K - $312K
|
8.34K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
8.21KNew |
$270K - $307K
|
8.21K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.13KNew |
$268K - $305K
|
8.13K
$327K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
8.1K+ 3.28% |
$267K - $303K
|
255K
$10.3M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.87KNew |
$259K - $295K
|
7.87K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.87K+ 21.87% |
$259K - $295K
|
43.9K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.5K+ 8.6% |
$247K - $281K
|
94.7K
$3.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.1K+ 19.57% |
$233K - $266K
|
43.4K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.08K+ 31.74% |
$233K - $265K
|
29.4K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.87KNew |
$226K - $257K
|
6.87K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
6.81KNew |
$224K - $255K
|
6.81K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.78KNew |
$223K - $254K
|
6.78K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.68K+ 7.35% |
$220K - $250K
|
97.5K
$3.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.66KNew |
$219K - $250K
|
6.66K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.61KNew |
$218K - $248K
|
6.61K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.59KNew |
$217K - $247K
|
6.59K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
6.56KNew |
$216K - $245K
|
6.56K
$263K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.54K+ 11.62% |
$215K - $245K
|
62.8K
$2.52M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.38KNew |
$210K - $239K
|
6.38K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.34K+ 14.01% |
$208K - $237K
|
51.6K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6.27K+ 4.36% |
$206K - $235K
|
150K
$6.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.15KNew |
$202K - $230K
|
6.15K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
5.97K+ 10.6% |
$196K - $224K
|
62.3K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.95KNew |
$196K - $223K
|
5.95K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.88KNew |
$193K - $220K
|
5.88K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.82KNew |
$191K - $218K
|
5.82K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.81K+ 44.47% |
$191K - $217K
|
18.9K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.75KNew |
$189K - $215K
|
5.75K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.73KNew |
$189K - $215K
|
5.73K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.72K+ 1.77% |
$188K - $214K
|
329K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.57K+ 1.94% |
$183K - $208K
|
292K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.55K+ 6.92% |
$183K - $208K
|
85.7K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.52K+ 194.57% |
$182K - $207K
|
8.35K
$335K
|