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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.7K+ 2.29% |
$88.9K - $101K
|
120K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.68K+ 2.56% |
$88.3K - $100K
|
107K
$3.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.68K+ 0.73% |
$88.2K - $100K
|
368K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.67K+ 27.55% |
$87.8K - $100K
|
12.4K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.59K+ 139.57% |
$85.2K - $97K
|
4.44K
$165K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.58K+ 39.46% |
$84.8K - $96.5K
|
9.11K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.57K+ 24.92% |
$84.5K - $96.2K
|
12.9K
$479K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.53K+ 14.01% |
$83.2K - $94.7K
|
20.6K
$766K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.49K+ 19.73% |
$82K - $93.3K
|
15.1K
$563K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.43K+ 6.12% |
$79.8K - $90.9K
|
42.1K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.3K+ 7.88% |
$75.7K - $86.1K
|
31.5K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 11.71% |
$72.8K - $82.9K
|
21.1K
$786K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.19K+ 92.71% |
$71.9K - $81.9K
|
4.54K
$169K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.15K+ 27.64% |
$70.6K - $80.4K
|
9.91K
$369K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.14K+ 5.55% |
$70.3K - $80K
|
40.6K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.14K+ 2809.21% |
$70.2K - $80K
|
2.21K
$82.3K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.09K+ 4.78% |
$68.8K - $78.3K
|
45.9K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93K+ 630.39% |
$63.5K - $72.2K
|
2.24K
$83.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.81K+ 5.29% |
$59.6K - $67.9K
|
36.1K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.79K+ 33.98% |
$58.9K - $67K
|
7.06K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.75K+ 2.95% |
$57.6K - $65.6K
|
61.1K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.72K+ 25.05% |
$56.6K - $64.5K
|
8.59K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.7KNew |
$55.8K - $63.5K
|
1.7K
$63.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.69K+ 13.42% |
$55.6K - $63.3K
|
14.3K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.66K+ 8.66% |
$54.5K - $62.1K
|
20.8K
$774K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 23.71% |
$54.3K - $61.8K
|
8.61K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.61K+ 2.5% |
$52.9K - $60.2K
|
65.8K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.6K+ 10.05% |
$52.5K - $59.8K
|
17.5K
$651K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.56K+ 2.89% |
$51.2K - $58.3K
|
55.5K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.55K+ 86.71% |
$50.9K - $57.9K
|
3.33K
$124K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.53K+ 0.77% |
$50.4K - $57.4K
|
199K
$7.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.51KNew |
$49.7K - $56.5K
|
1.51K
$56.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.44K+ 8.03% |
$47.4K - $54K
|
19.4K
$722K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.4K+ 1.63% |
$46.1K - $52.5K
|
87.5K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.34KNew |
$44.1K - $50.1K
|
1.34K
$49.8K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.25K+ 19.98% |
$41.1K - $46.8K
|
7.5K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.16K+ 5.7% |
$38K - $43.3K
|
21.5K
$799K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$37.7K - $42.9K
|
1.15K
$42.7K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.07K+ 13.64% |
$35.3K - $40.1K
|
8.93K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 1.73% |
$34.2K - $38.9K
|
61.2K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.02K+ 11.41% |
$33.7K - $38.3K
|
10K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
999+ 3.54% |
$32.9K - $37.4K
|
29.2K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
938+ 2.12% |
$30.9K - $35.1K
|
45.3K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
886+ 7.87% |
$29.1K - $33.2K
|
12.1K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
855+ 0.46% |
$28.1K - $32K
|
186K
$6.9M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
836+ 5.61% |
$27.5K - $31.3K
|
15.7K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
832+ 3.51% |
$27.4K - $31.2K
|
24.5K
$913K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
826New |
$27.2K - $30.9K
|
826
$30.7K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
789+ 3.99% |
$26K - $29.5K
|
20.6K
$766K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
774+ 5.95% |
$25.5K - $29K
|
13.8K
$513K
|