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 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 0.16% |
$658 - $749
|
12.6K
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19New |
$625 - $712
|
19
$707
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 3.61% |
$395 - $449
|
344
$12.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$65.8 - $74.9
|
7.79K
$290K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
817K+ 300.84% |
$26.9M - $30.4M
|
1.09M
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
496K+ 2011.81% |
$16.3M - $18.4M
|
521K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
358KNew |
$11.8M - $13.3M
|
358K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
226K+ 4.0% |
$7.43M - $8.38M
|
5.87M
$219M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
118KNew |
$3.9M - $4.4M
|
118K
$4.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
110KNew |
$3.61M - $4.07M
|
110K
$4.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
83.4K+ 283.56% |
$2.75M - $3.1M
|
113K
$4.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
66.2K+ 5.53% |
$2.18M - $2.46M
|
1.26M
$47.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
60.9K+ 37.05% |
$2M - $2.26M
|
225K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50.7K+ 16.11% |
$1.67M - $1.89M
|
366K
$13.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
49KNew |
$1.61M - $1.82M
|
49K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46.4K+ 11.51% |
$1.53M - $1.72M
|
449K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
44.9KNew |
$1.48M - $1.67M
|
44.9K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39KNew |
$1.28M - $1.45M
|
39K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.4K+ 4.7% |
$1.2M - $1.35M
|
811K
$30.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32.5K+ 5.09% |
$1.07M - $1.21M
|
671K
$25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.6K+ 117.24% |
$1.04M - $1.17M
|
58.6K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$800K - $903K
|
24.3K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.7KNew |
$781K - $881K
|
23.7K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
19.7KNew |
$647K - $731K
|
19.7K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.4K+ 32.82% |
$605K - $683K
|
74.4K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$577K - $651K
|
17.5K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17.4KNew |
$572K - $646K
|
17.4K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
15.6KNew |
$513K - $579K
|
15.6K
$580K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6KNew |
$348K - $393K
|
10.6K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$345K - $390K
|
10.5K
$390K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.8K+ 3.69% |
$290K - $327K
|
247K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.78K+ 14.58% |
$289K - $326K
|
69K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.51KNew |
$280K - $316K
|
8.51K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.38KNew |
$276K - $311K
|
8.38K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.03K+ 57.82% |
$264K - $298K
|
21.9K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.82K+ 3.21% |
$258K - $291K
|
252K
$9.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.72KNew |
$254K - $287K
|
7.72K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.66K+ 10.6% |
$252K - $285K
|
79.9K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
7.11KNew |
$234K - $264K
|
7.11K
$265K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.79KNew |
$224K - $252K
|
6.79K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.76K+ 11.43% |
$223K - $251K
|
65.9K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.6K+ 7.38% |
$217K - $245K
|
95.9K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
6.54KNew |
$215K - $243K
|
6.54K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
6.21KNew |
$205K - $231K
|
6.21K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.19KNew |
$204K - $230K
|
6.19K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.13K+ 6.47% |
$202K - $228K
|
101K
$3.75M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6.12KNew |
$202K - $227K
|
6.12K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
5.5K+ 1060.12% |
$181K - $204K
|
6.02K
$224K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.72K+ 17.94% |
$155K - $175K
|
31K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.38K+ 7.52% |
$144K - $163K
|
62.6K
$2.33M
|
|