Purchases and Sales Made in Q2 2025 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL INTL LARGE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
764K+ 4.73% |
$24.6M - $30.6M
|
16.9M
$680M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
574K+ 294.82% |
$18.5M - $23M
|
769K
$30.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
88.1K+ 9.19% |
$2.84M - $3.53M
|
1.05M
$42M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
47.7K+ 112.59% |
$1.54M - $1.91M
|
90.1K
$3.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47.6K+ 110.37% |
$1.53M - $1.9M
|
90.7K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40.5K+ 5.44% |
$1.31M - $1.62M
|
784K
$31.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
36.6K+ 4.49% |
$1.18M - $1.46M
|
852K
$34.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
35.9K+ 17.65% |
$1.16M - $1.44M
|
239K
$9.61M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34.8K+ 12.03% |
$1.12M - $1.39M
|
324K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27.7K+ 4.59% |
$893K - $1.11M
|
630K
$25.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
26.2K+ 23.37% |
$845K - $1.05M
|
138K
$5.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
24.9K+ 20.71% |
$802K - $995K
|
145K
$5.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
23.5KNew |
$757K - $940K
|
23.5K
$943K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
18.3KNew |
$589K - $731K
|
18.3K
$734K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.7K+ 3.94% |
$506K - $628K
|
414K
$16.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.3K+ 30.03% |
$493K - $612K
|
66.2K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
13.1KNew |
$422K - $524K
|
13.1K
$525K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13KNew |
$420K - $521K
|
13K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
11.1K+ 60.11% |
$357K - $443K
|
29.5K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.78KNew |
$315K - $391K
|
9.78K
$393K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.84K+ 1.72% |
$221K - $274K
|
406K
$16.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
5.53K+ 15.09% |
$178K - $221K
|
42.2K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.27KNew |
$170K - $211K
|
5.27K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.09K+ 2.21% |
$132K - $164K
|
190K
$7.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.59K+ 52.29% |
$116K - $144K
|
10.4K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.09K+ 4.51% |
$99.5K - $123K
|
71.4K
$2.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
2K+ 0.18% |
$64.6K - $80.2K
|
1.14M
$45.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2K+ 58.6% |
$64.4K - $79.9K
|
5.4K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.53K+ 9.7% |
$49.2K - $61.1K
|
17.3K
$694K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 12.42% |
$46K - $57K
|
12.9K
$518K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.18K+ 985.0% |
$38.1K - $47.3K
|
1.3K
$52.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.09K+ 4.22% |
$35.3K - $43.8K
|
27K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
854+ 2.37% |
$27.5K - $34.2K
|
36.9K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
829New |
$26.7K - $33.2K
|
829
$33.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400+ 4.28% |
$12.9K - $16K
|
9.74K
$391K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
283+ 0.11% |
$9.13K - $11.3K
|
253K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
266New |
$8.58K - $10.6K
|
266
$10.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
209+ 0.9% |
$6.74K - $8.36K
|
23.4K
$938K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
196+ 1.59% |
$6.32K - $7.84K
|
12.6K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.53% |
$1.29K - $1.6K
|
7.59K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.05% |
$613 - $760
|
37.5K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.07% |
$355 - $440
|
16K
$642K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.37% |
$32.3 - $40
|
268
$10.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16- 0.25% |
$516 - $640
|
6.5K
$261K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30- 0.09% |
$968 - $1.2K
|
34.8K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-193- 14.19% |
$6.22K - $7.72K
|
1.17K
$46.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-244- 1.36% |
$7.87K - $9.76K
|
17.7K
$713K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-405- 6.94% |
$13.1K - $16.2K
|
5.43K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-700- 1.48% |
$22.6K - $28K
|
46.7K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-737- 0.56% |
$23.8K - $29.5K
|
130K
$5.24M
|