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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
6K+ 9.86% |
$193K - $240K
|
66.8K
$2.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103New |
$3.32K - $4.12K
|
103
$4.61K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
23.5KNew |
$757K - $940K
|
23.5K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16- 0.25% |
$516 - $640
|
6.5K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
266New |
$8.58K - $10.6K
|
266
$11.9K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
40+ 0.53% |
$1.29K - $1.6K
|
7.59K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-405- 6.94% |
$13.1K - $16.2K
|
5.43K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.66K- 8.49% |
$85.8K - $106K
|
28.7K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-244- 1.36% |
$7.87K - $9.76K
|
17.7K
$795K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.38KNew |
$210K - $239K
|
6.38K
$286K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
568New |
$18.7K - $21.3K
|
568
$25.4K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1.23KNew |
$40.5K - $46.1K
|
1.23K
$55.1K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-421- 66.4% |
$13.9K - $15.8K
|
213
$9.54K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-96- 0.49% |
$3.16K - $3.6K
|
19.6K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-72.7K- 4.84% |
$2.39M - $2.72M
|
1.43M
$64M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-8.23K- 94.59% |
$271K - $308K
|
470
$21.1K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.52K+ 2.54% |
$50.1K - $57K
|
61.5K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.53K- 88.81% |
$50.4K - $57.3K
|
193
$8.64K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.5K+ 8.6% |
$247K - $281K
|
94.7K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61.3KNew |
$2.02M - $2.3M
|
61.3K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
68+ 22.67% |
$2.24K - $2.55K
|
368
$16.5K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-188- 1.96% |
$6.19K - $7.04K
|
9.38K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
210+ 11.02% |
$6.91K - $7.86K
|
2.12K
$94.8K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-91- 0.92% |
$2.99K - $3.41K
|
9.85K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.5K+ 14980.52% |
$380K - $432K
|
11.6K
$520K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.34KNew |
$44.1K - $50.1K
|
1.34K
$60K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
117K+ 60.94% |
$3.84M - $4.37M
|
308K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
54+ 0.15% |
$1.78K - $2.02K
|
34.9K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
352New |
$11.6K - $13.2K
|
352
$15.8K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
152New |
$5K - $5.69K
|
152
$6.81K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37.8K- 99.96% |
$1.24M - $1.42M
|
14
$627
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.87KNew |
$226K - $257K
|
6.87K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.42K+ 128.73% |
$277K - $315K
|
15K
$670K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
248+ 115.35% |
$8.16K - $9.29K
|
463
$20.7K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.8KNew |
$92.1K - $105K
|
2.8K
$125K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
237+ 27.24% |
$7.8K - $8.88K
|
1.11K
$49.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
102New |
$3.36K - $3.82K
|
102
$4.57K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.95KNew |
$196K - $223K
|
5.95K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-17.4K- 0.94% |
$573K - $653K
|
1.83M
$81.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-765- 5.9% |
$25.2K - $28.6K
|
12.2K
$546K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
72New |
$2.37K - $2.7K
|
72
$3.22K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19New |
$625 - $712
|
19
$851
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-24- 1.06% |
$790 - $899
|
2.23K
$99.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.73KNew |
$189K - $215K
|
5.73K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$114K - $130K
|
3.48K
$156K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.78KNew |
$223K - $254K
|
6.78K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
55New |
$1.81K - $2.06K
|
55
$2.46K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
546New |
$18K - $20.4K
|
546
$24.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.59K+ 139.57% |
$85.2K - $97K
|
4.44K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
278New |
$9.15K - $10.4K
|
278
$12.5K
|
|