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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
118KNew |
$3.9M - $4.4M
|
118K
$4.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
83.4K+ 283.56% |
$2.75M - $3.1M
|
113K
$4.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
60.9K+ 37.05% |
$2M - $2.26M
|
225K
$9.04M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
49KNew |
$1.61M - $1.82M
|
49K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
44.9KNew |
$1.48M - $1.67M
|
44.9K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39KNew |
$1.28M - $1.45M
|
39K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.6K+ 117.24% |
$1.04M - $1.17M
|
58.6K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$800K - $903K
|
24.3K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$577K - $651K
|
17.5K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
15.6KNew |
$513K - $579K
|
15.6K
$626K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6KNew |
$348K - $393K
|
10.6K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$345K - $390K
|
10.5K
$421K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.8K+ 3.69% |
$290K - $327K
|
247K
$9.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.51KNew |
$280K - $316K
|
8.51K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.38KNew |
$276K - $311K
|
8.38K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.72KNew |
$254K - $287K
|
7.72K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
7.11KNew |
$234K - $264K
|
7.11K
$286K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.91K+ 28.55% |
$228K - $257K
|
31.1K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.79KNew |
$224K - $252K
|
6.79K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
6.54KNew |
$215K - $243K
|
6.54K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
6.21KNew |
$205K - $231K
|
6.21K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.19KNew |
$204K - $230K
|
6.19K
$248K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6.12KNew |
$202K - $227K
|
6.12K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
5.5K+ 1060.12% |
$181K - $204K
|
6.02K
$242K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.72K+ 17.94% |
$155K - $175K
|
31K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.96KNew |
$130K - $147K
|
3.96K
$159K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.62K+ 802.88% |
$119K - $135K
|
4.07K
$164K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.55KNew |
$117K - $132K
|
3.55K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.26K+ 77.45% |
$107K - $121K
|
7.48K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.16KNew |
$70.9K - $80.1K
|
2.16K
$86.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.74K+ 11.23% |
$57.3K - $64.7K
|
17.3K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.58K+ 1136.69% |
$52K - $58.7K
|
1.72K
$69K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.56KNew |
$51.3K - $57.8K
|
1.56K
$62.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 562.4% |
$46.3K - $52.2K
|
1.66K
$66.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.36KNew |
$44.8K - $50.5K
|
1.36K
$54.6K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.25K+ 50.89% |
$41.2K - $46.5K
|
3.72K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.06K+ 2.49% |
$34.9K - $39.4K
|
43.6K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.06KNew |
$34.9K - $39.3K
|
1.06K
$42.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
954New |
$31.4K - $35.4K
|
954
$38.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
941New |
$31K - $35K
|
941
$37.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
910New |
$30K - $33.8K
|
910
$36.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
907New |
$29.9K - $33.7K
|
907
$36.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
882New |
$29K - $32.8K
|
882
$35.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
765New |
$25.2K - $28.4K
|
765
$30.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
722New |
$23.8K - $26.8K
|
722
$29K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
652+ 1481.82% |
$21.5K - $24.2K
|
696
$28K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
619+ 255.79% |
$20.4K - $23K
|
861
$34.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
560New |
$18.4K - $20.8K
|
560
$22.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
538New |
$17.7K - $20K
|
538
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
463+ 3.87% |
$15.2K - $17.2K
|
12.4K
$500K
|