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
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
744+ 502.7% |
$24.5K - $27.9K
|
892
$33.2K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
743+ 7.13% |
$24.4K - $27.8K
|
11.2K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
720+ 2.49% |
$23.7K - $27K
|
29.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
699+ 3.1% |
$23K - $26.2K
|
23.2K
$864K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
695+ 7.25% |
$22.9K - $26K
|
10.3K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
687+ 6.71% |
$22.6K - $25.7K
|
10.9K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
674+ 4.25% |
$22.2K - $25.2K
|
16.5K
$615K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
632New |
$20.8K - $23.7K
|
632
$23.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
628+ 12.14% |
$20.7K - $23.5K
|
5.8K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
625New |
$20.6K - $23.4K
|
625
$23.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
546New |
$18K - $20.4K
|
546
$20.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
541+ 4.64% |
$17.8K - $20.3K
|
12.2K
$454K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
411+ 2.04% |
$13.5K - $15.4K
|
20.5K
$763K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
405+ 5.16% |
$13.3K - $15.2K
|
8.26K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
385+ 0.3% |
$12.7K - $14.4K
|
128K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
368+ 6.62% |
$12.1K - $13.8K
|
5.92K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
352New |
$11.6K - $13.2K
|
352
$13.1K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
321+ 4.26% |
$10.6K - $12K
|
7.85K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$9.87K - $11.2K
|
300
$11.2K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
298+ 4.68% |
$9.8K - $11.2K
|
6.66K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
284+ 3.62% |
$9.34K - $10.6K
|
8.12K
$302K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
281+ 2.02% |
$9.24K - $10.5K
|
14.2K
$528K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
278New |
$9.15K - $10.4K
|
278
$10.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
277+ 1.19% |
$9.11K - $10.4K
|
23.6K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
258+ 0.18% |
$8.49K - $9.66K
|
145K
$5.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
256New |
$8.42K - $9.59K
|
256
$9.53K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
248+ 115.35% |
$8.16K - $9.29K
|
463
$17.2K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
237+ 27.24% |
$7.8K - $8.88K
|
1.11K
$41.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
210+ 11.02% |
$6.91K - $7.86K
|
2.12K
$78.8K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
186+ 2.74% |
$6.12K - $6.97K
|
6.96K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
174+ 70.16% |
$5.72K - $6.52K
|
422
$15.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
168+ 7.24% |
$5.53K - $6.29K
|
2.49K
$92.7K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
152New |
$5K - $5.69K
|
152
$5.66K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
140+ 4.09% |
$4.61K - $5.24K
|
3.57K
$133K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 1.03% |
$4.57K - $5.21K
|
13.6K
$506K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
120New |
$3.95K - $4.49K
|
120
$4.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
117+ 0.07% |
$3.85K - $4.38K
|
156K
$5.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
103+ 0.85% |
$3.39K - $3.86K
|
12.2K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
102New |
$3.36K - $3.82K
|
102
$3.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
99New |
$3.26K - $3.71K
|
99
$3.68K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
87+ 0.48% |
$2.86K - $3.26K
|
18.3K
$680K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
72New |
$2.37K - $2.7K
|
72
$2.68K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
68+ 22.67% |
$2.24K - $2.55K
|
368
$13.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
65+ 5.28% |
$2.14K - $2.43K
|
1.3K
$48.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
55New |
$1.81K - $2.06K
|
55
$2.05K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
54+ 0.15% |
$1.78K - $2.02K
|
34.9K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
38+ 2.79% |
$1.25K - $1.42K
|
1.4K
$52.1K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
33+ 0.91% |
$1.09K - $1.24K
|
3.65K
$136K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
29New |
$954 - $1.09K
|
29
$1.08K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.13% |
$855 - $974
|
19.6K
$731K
|