Purchases and Sales Made in Q4 2025 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
633K+ 3.55% |
$26.8M - $28.6M
|
18.5M
$827M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
153K+ 14.66% |
$6.47M - $6.9M
|
1.2M
$53.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
103KNew |
$4.35M - $4.64M
|
103K
$4.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
53.3K+ 6.65% |
$2.26M - $2.41M
|
854K
$38.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
42.5K+ 4.0% |
$1.8M - $1.92M
|
1.1M
$49.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41.8K+ 6.79% |
$1.77M - $1.89M
|
657K
$29.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
35K+ 4.28% |
$1.48M - $1.58M
|
851K
$38.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.4K+ 3.84% |
$1.12M - $1.19M
|
713K
$32M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
19.3K+ 7.88% |
$819K - $873K
|
265K
$11.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 2.18% |
$730K - $779K
|
808K
$36.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
14.6K+ 3.9% |
$619K - $660K
|
389K
$17.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.4K+ 14.03% |
$611K - $652K
|
117K
$5.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
13.2K+ 1.28% |
$559K - $597K
|
1.05M
$46.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.8K+ 3.38% |
$542K - $578K
|
391K
$17.5M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.6K+ 15.22% |
$492K - $525K
|
87.9K
$3.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
7.26K+ 60.27% |
$307K - $328K
|
19.3K
$864K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.97K+ 0.67% |
$253K - $270K
|
897K
$40.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$214K - $229K
|
5.06K
$227K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.68KNew |
$198K - $211K
|
4.68K
$210K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.39K+ 1.22% |
$186K - $198K
|
365K
$16.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.13K+ 29.74% |
$175K - $187K
|
18K
$808K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.1K+ 68.11% |
$174K - $185K
|
10.1K
$453K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.44K+ 2.44% |
$145K - $155K
|
144K
$6.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.06K+ 19.09% |
$130K - $138K
|
19.1K
$856K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.72K+ 3.03% |
$72.9K - $77.8K
|
58.5K
$2.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.5K+ 1.33% |
$63.3K - $67.5K
|
114K
$5.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 8.51% |
$55.3K - $59K
|
16.6K
$746K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
723+ 5.24% |
$30.6K - $32.7K
|
14.5K
$651K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
646+ 20.53% |
$27.4K - $29.2K
|
3.79K
$170K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
450+ 2.97% |
$19.1K - $20.3K
|
15.6K
$700K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
386New |
$16.3K - $17.4K
|
386
$17.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
307+ 95.64% |
$13K - $13.9K
|
628
$28.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
235+ 22.79% |
$9.95K - $10.6K
|
1.27K
$56.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
230+ 3.64% |
$9.74K - $10.4K
|
6.55K
$294K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
194+ 25.63% |
$8.22K - $8.76K
|
951
$42.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
59+ 0.37% |
$2.5K - $2.67K
|
16.1K
$719K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.41% |
$805 - $858
|
4.65K
$208K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 15.34% |
$2.12K - $2.26K
|
276
$12.4K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-100- 0.68% |
$4.24K - $4.52K
|
14.7K
$656K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-117- 1.65% |
$4.95K - $5.29K
|
6.99K
$313K
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-128- 1.92% |
$5.42K - $5.78K
|
6.55K
$293K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-226- 20.16% |
$9.57K - $10.2K
|
895
$40.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-436- 1.92% |
$18.5K - $19.7K
|
22.3K
$997K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-733- 1.02% |
$31K - $33.1K
|
71.3K
$3.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-882- 5.45% |
$37.4K - $39.8K
|
15.3K
$686K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.25K- 0.87% |
$52.9K - $56.4K
|
143K
$6.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.53K- 4.47% |
$64.8K - $69.1K
|
32.7K
$1.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.04K- 6.42% |
$86.3K - $92K
|
29.7K
$1.33M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.3K- 5.1% |
$97.4K - $104K
|
42.8K
$1.92M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.96K- 21.98% |
$125K - $134K
|
10.5K
$470K
|
|