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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.43K+ 7.79% |
$176K - $191K
|
61.3K
$2.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.98KNew |
$198K - $215K
|
4.98K
$223K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-151- 2.76% |
$6.02K - $6.52K
|
5.32K
$238K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
800New |
$31.9K - $34.5K
|
800
$35.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
89+ 8.06% |
$3.55K - $3.84K
|
1.19K
$53.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-175- 21.11% |
$6.97K - $7.55K
|
654
$29.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
74New |
$2.95K - $3.19K
|
74
$3.31K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
750+ 57.56% |
$29.9K - $32.4K
|
2.05K
$92K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-620- 1.05% |
$24.7K - $26.8K
|
58.5K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.69K+ 545.95% |
$67.2K - $72.8K
|
2K
$89.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-300- 4.7% |
$12K - $12.9K
|
6.09K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.01K+ 1.94% |
$319K - $346K
|
422K
$18.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
990+ 5.73% |
$39.4K - $42.7K
|
18.3K
$818K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-66- 0.57% |
$2.63K - $2.85K
|
11.5K
$517K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
341K+ 446.66% |
$13.6M - $14.7M
|
417K
$18.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
78.7K+ 8.52% |
$3.14M - $3.4M
|
1M
$44.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
320+ 2.46% |
$12.7K - $13.8K
|
13.3K
$596K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
18.8K+ 3.73% |
$749K - $811K
|
523K
$23.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-9.21K- 2.72% |
$367K - $398K
|
330K
$14.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
207+ 2.76% |
$8.25K - $8.93K
|
7.71K
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.99K- 4.23% |
$79.1K - $85.7K
|
45K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.35K+ 57.81% |
$173K - $188K
|
11.9K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 14.81% |
$87.6K - $94.9K
|
12.7K
$567K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 42.38% |
$164K - $178K
|
13.9K
$621K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
53New |
$2.11K - $2.29K
|
53
$2.37K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
206+ 4.64% |
$8.21K - $8.89K
|
4.65K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.78K+ 24.64% |
$111K - $120K
|
14K
$629K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-630- 0.33% |
$25.1K - $27.2K
|
189K
$8.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.08K+ 141.6% |
$83K - $89.9K
|
3.55K
$159K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-449- 4.96% |
$17.9K - $19.4K
|
8.61K
$386K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.59K+ 2.6% |
$63.3K - $68.5K
|
62.7K
$2.81M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.4K+ 7.22% |
$931K - $1.01M
|
347K
$15.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.2K- 38.73% |
$445K - $482K
|
17.7K
$791K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
138+ 12.39% |
$5.5K - $5.95K
|
1.25K
$56.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
55.2K+ 60.26% |
$2.2M - $2.38M
|
147K
$6.57M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.3K+ 6.88% |
$488K - $529K
|
190K
$8.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
627+ 11.67% |
$25K - $27.1K
|
6K
$269K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.44K+ 0.42% |
$177K - $192K
|
1.05M
$47.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.08K+ 1.43% |
$82.8K - $89.7K
|
147K
$6.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.22K- 6.65% |
$48.4K - $52.4K
|
17.1K
$764K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
386+ 7.32% |
$15.4K - $16.7K
|
5.66K
$254K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 17.14% |
$134K - $146K
|
16.3K
$731K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.07K- 5.63% |
$202K - $219K
|
85K
$3.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.32K- 31.53% |
$172K - $187K
|
9.39K
$420K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
26.6K+ 68.05% |
$856K - $1.06M
|
65.6K
$2.94M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.1K- 15.89% |
$1.81M - $2.25M
|
297K
$13.3M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.92K- 18.95% |
$255K - $317K
|
33.9K
$1.52M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.09K+ 4.22% |
$35.3K - $43.8K
|
27K
$1.21M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
93New |
$3K - $3.72K
|
93
$4.17K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.3K+ 131.45% |
$334K - $414K
|
18.2K
$816K
|
|