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 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-803- 0.22% |
$25.9K - $32.1K
|
368K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.13K- 0.48% |
$36.4K - $45.2K
|
234K
$9.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.53K- 1.33% |
$49.4K - $61.4K
|
113K
$4.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.58K- 10.98% |
$50.9K - $63.1K
|
12.8K
$514K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2K- 1.51% |
$64.6K - $80.1K
|
131K
$5.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.49K- 1.63% |
$80.2K - $99.5K
|
150K
$6.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.66K- 8.49% |
$85.8K - $106K
|
28.7K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.53K- 18.95% |
$114K - $141K
|
15.1K
$606K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.75K- 1.25% |
$153K - $190K
|
376K
$15.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.95K- 18.14% |
$224K - $278K
|
31.4K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.2K- 9.01% |
$232K - $288K
|
72.7K
$2.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-8.98K- 7.0% |
$289K - $359K
|
119K
$4.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-9.32K- 2.67% |
$300K - $373K
|
339K
$13.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.8K- 29.04% |
$381K - $472K
|
28.8K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-16.2K- 5.06% |
$524K - $650K
|
305K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-152K- 14.64% |
$4.91M - $6.1M
|
888K
$35.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-305K- 22.52% |
$9.84M - $12.2M
|
1.05M
$42.1M
|