Latest Institutional Transactions on Schwab Fundamental Intl Large (FNDF)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
387New |
$12.7K - $14.4K
|
387
$14K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$1.05K - $1.19K
|
32
$1.16K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6.12KNew |
$202K - $227K
|
6.12K
$222K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.99K+ 20.55% |
$65.5K - $73.9K
|
11.7K
$423K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-424Closed |
$14K - $15.8K
|
0
$0
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-329- 5.12% |
$10.8K - $12.2K
|
6.1K
$221K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-182- 2.55% |
$5.99K - $6.76K
|
6.96K
$252K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
49KNew |
$1.61M - $1.82M
|
49K
$1.78M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
6.89KNew |
$227K - $256K
|
6.89K
$250K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-890- 13.81% |
$29.3K - $33.1K
|
5.56K
$201K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
83.4K+ 283.56% |
$2.75M - $3.1M
|
113K
$4.09M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.8K+ 3.69% |
$290K - $327K
|
247K
$8.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6KNew |
$348K - $393K
|
10.6K
$383K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.72K+ 17.94% |
$155K - $175K
|
31K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-39- 0.25% |
$1.28K - $1.45K
|
15.9K
$575K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
538New |
$17.7K - $20K
|
538
$19.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
9.22KNew |
$304K - $343K
|
9.22K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.6K+ 7.38% |
$217K - $245K
|
95.9K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.7K- 3.27% |
$913K - $1.03M
|
822K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.7K- 47.58% |
$1.08M - $1.21M
|
36K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
757KNew |
$24.9M - $28.1M
|
757K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54K- 61.16% |
$1.78M - $2.01M
|
34.3K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-731- 6.86% |
$24.1K - $27.2K
|
9.92K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
109+ 0.69% |
$3.59K - $4.05K
|
15.9K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.26K- 3.04% |
$107K - $121K
|
104K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
288+ 0.56% |
$9.48K - $10.7K
|
52K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.16KNew |
$70.9K - $80.1K
|
2.16K
$78.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
118KNew |
$3.9M - $4.4M
|
118K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
226K+ 4.0% |
$7.43M - $8.38M
|
5.87M
$213M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-8.86K- 6.98% |
$292K - $329K
|
118K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50.7K+ 16.11% |
$1.67M - $1.89M
|
366K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-72.4K- 5.07% |
$2.38M - $2.69M
|
1.35M
$49.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
385K+ 3.57% |
$12.7M - $14.3M
|
11.2M
$406M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.65K- 2.85% |
$54.3K - $61.3K
|
56.3K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-713- 0.18% |
$23.5K - $26.5K
|
396K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.28K+ 2.09% |
$108K - $122K
|
160K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.4K+ 32.82% |
$605K - $683K
|
74.4K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-218- 0.96% |
$7.18K - $8.1K
|
22.5K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-60.5K- 4.15% |
$1.99M - $2.25M
|
1.4M
$50.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.2K- 27.47% |
$1.29M - $1.46M
|
103K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51.8K+ 288.76% |
$1.71M - $1.93M
|
69.8K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.84K- 10.06% |
$159K - $180K
|
43.3K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
358KNew |
$11.8M - $13.3M
|
358K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
62.9K+ 368.25% |
$2.07M - $2.34M
|
80K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$345K - $390K
|
10.5K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.04K+ 1.38% |
$34.4K - $38.8K
|
76.5K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.57K- 6.21% |
$249K - $281K
|
114K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.76K- 17.86% |
$124K - $140K
|
17.3K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-775- 2.11% |
$25.5K - $28.8K
|
36K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$800K - $903K
|
24.3K
$881K
|