Purchases and Sales Made in Q3 2025 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
341K+ 446.66% |
$13.6M - $14.7M
|
417K
$18.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
78.7K+ 8.52% |
$3.14M - $3.4M
|
1M
$43.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
61.5K+ 6.33% |
$2.45M - $2.65M
|
1.03M
$44.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
55.2K+ 60.26% |
$2.2M - $2.38M
|
147K
$6.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
51.8K+ 27.6% |
$2.07M - $2.24M
|
240K
$10.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
46.5K+ 445.11% |
$1.85M - $2.01M
|
56.9K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
45.1K+ 193.04% |
$1.8M - $1.95M
|
68.4K
$2.98M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.8KNew |
$1.66M - $1.8M
|
41.8K
$1.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
33.2K+ 4.37% |
$1.32M - $1.43M
|
791K
$34.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
29.5K+ 367.52% |
$1.17M - $1.27M
|
37.5K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
26.5KNew |
$1.05M - $1.14M
|
26.5K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
24.7K+ 21.75% |
$982K - $1.06M
|
138K
$6.01M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.4K+ 7.22% |
$931K - $1.01M
|
347K
$15.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
18.8K+ 3.73% |
$749K - $811K
|
523K
$22.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.5K+ 76.5% |
$738K - $800K
|
42.8K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18.2KNew |
$724K - $785K
|
18.2K
$791K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.7K+ 6.99% |
$667K - $722K
|
256K
$11.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16.7K+ 2.09% |
$666K - $722K
|
816K
$35.5M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
13.1KNew |
$523K - $566K
|
13.1K
$571K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
12.5K+ 6.42% |
$496K - $537K
|
206K
$8.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.3K+ 6.88% |
$488K - $529K
|
190K
$8.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
12.2K+ 1.17% |
$488K - $528K
|
1.06M
$46.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2K+ 13.48% |
$487K - $527K
|
103K
$4.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.1K+ 79.7% |
$481K - $521K
|
27.2K
$1.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
11.8K+ 1.03% |
$469K - $508K
|
1.15M
$50.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.9KNew |
$435K - $471K
|
10.9K
$475K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
10.3K+ 21.53% |
$412K - $446K
|
58.3K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$403K - $436K
|
10.1K
$440K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.85K+ 33.43% |
$392K - $425K
|
39.3K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.38K+ 1.2% |
$374K - $405K
|
794K
$34.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8.77K+ 2.13% |
$349K - $378K
|
421K
$18.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.19K+ 22.19% |
$326K - $354K
|
45.1K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.01K+ 1.94% |
$319K - $346K
|
422K
$18.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.56KNew |
$261K - $283K
|
6.56K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.02KNew |
$240K - $260K
|
6.02K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.73KNew |
$228K - $247K
|
5.73K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.18KNew |
$206K - $224K
|
5.18K
$225K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.98KNew |
$198K - $215K
|
4.98K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.89K+ 1.47% |
$195K - $211K
|
337K
$14.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.44K+ 0.42% |
$177K - $192K
|
1.05M
$45.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.43K+ 7.79% |
$176K - $191K
|
61.3K
$2.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.4K+ 3.32% |
$175K - $190K
|
137K
$5.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.35K+ 57.81% |
$173K - $188K
|
11.9K
$517K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.28K+ 4.31% |
$171K - $185K
|
104K
$4.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
4.2K+ 16.78% |
$167K - $181K
|
29.2K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.13K+ 1.67% |
$165K - $178K
|
252K
$11M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 42.38% |
$164K - $178K
|
13.9K
$603K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.63K+ 28.94% |
$145K - $157K
|
16.2K
$705K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.99K+ 12.82% |
$119K - $129K
|
26.3K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 25.66% |
$113K - $122K
|
13.9K
$605K
|