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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.2K+ 169.04% |
$360K - $447K
|
17.8K
$797K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
121K+ 107.53% |
$3.91M - $4.85M
|
234K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-395- 4.19% |
$12.7K - $15.8K
|
9.04K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.02KNew |
$162K - $201K
|
5.02K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
401New |
$12.9K - $16K
|
401
$18K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.72KNew |
$249K - $309K
|
7.72K
$346K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.05K- 4.69% |
$131K - $162K
|
82.3K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
417+ 5.55% |
$13.4K - $16.7K
|
7.93K
$355K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
795+ 96.25% |
$25.6K - $31.8K
|
1.62K
$72.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
8.67KNew |
$280K - $347K
|
8.67K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.73K+ 64.29% |
$120K - $149K
|
9.53K
$427K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.16KNew |
$167K - $207K
|
5.16K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.5% |
$96.8 - $120
|
602
$27K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.41K- 27.02% |
$77.8K - $96.6K
|
6.52K
$292K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.15KNew |
$37.2K - $46.1K
|
1.15K
$51.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
98New |
$3.16K - $3.92K
|
98
$4.39K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.28% |
$32.3 - $40
|
356
$15.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-938- 13.77% |
$30.3K - $37.5K
|
5.87K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
296New |
$9.55K - $11.8K
|
296
$13.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
646New |
$20.8K - $25.9K
|
646
$28.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
354New |
$11.4K - $14.2K
|
354
$15.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4.05KNew |
$130K - $162K
|
4.05K
$181K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2K- 57.14% |
$64.5K - $80K
|
1.5K
$67.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10+ 0.09% |
$323 - $400
|
11.2K
$502K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.4K- 5.96% |
$77.5K - $96.2K
|
37.9K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-22- 1.57% |
$710 - $880
|
1.38K
$61.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
449+ 5.3% |
$14.5K - $18K
|
8.92K
$399K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
661New |
$21.3K - $26.5K
|
661
$29.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-54- 0.38% |
$1.74K - $2.16K
|
14.2K
$638K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
185New |
$5.97K - $7.4K
|
185
$8.29K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.21KNew |
$168K - $208K
|
5.21K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.35KNew |
$205K - $254K
|
6.35K
$285K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.8K+ 24.44% |
$57.9K - $71.9K
|
9.14K
$410K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15+ 0.05% |
$484 - $600
|
33K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
24.8KNew |
$799K - $991K
|
24.8K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.59K- 15.06% |
$83.4K - $103K
|
14.6K
$653K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.13K- 8.73% |
$101K - $125K
|
32.8K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
944+ 0.35% |
$30.4K - $37.8K
|
270K
$12.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-76- 0.08% |
$2.45K - $3.04K
|
99.2K
$4.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
555New |
$17.9K - $22.2K
|
555
$24.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.19KNew |
$167K - $208K
|
5.19K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
6.85K+ 1.1% |
$221K - $274K
|
632K
$28.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
34+ 0.52% |
$1.1K - $1.36K
|
6.57K
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-697- 10.46% |
$22.5K - $27.9K
|
5.97K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11New |
$355 - $440
|
11
$493
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.09KNew |
$67.2K - $83.4K
|
2.09K
$93.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-293- 85.17% |
$9.45K - $11.7K
|
51
$2.28K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-267- 5.88% |
$8.61K - $10.7K
|
4.28K
$192K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.4K- 39.56% |
$110K - $136K
|
5.19K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-98- 8.57% |
$3.16K - $3.92K
|
1.05K
$46.9K
|
|