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 |
|---|---|---|---|---|---|---|---|
|
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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.41% |
$805 - $858
|
4.65K
$208K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-3.33K- 7.07% |
$141K - $150K
|
43.7K
$1.96M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
450+ 2.97% |
$19.1K - $20.3K
|
15.6K
$700K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-100- 0.68% |
$4.24K - $4.52K
|
14.7K
$656K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.68KNew |
$198K - $211K
|
4.68K
$210K
|
|
|
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 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
307+ 95.64% |
$13K - $13.9K
|
628
$28.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-882- 5.45% |
$37.4K - $39.8K
|
15.3K
$686K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-19K- 4.71% |
$804K - $858K
|
384K
$17.2M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.6K+ 15.22% |
$492K - $525K
|
87.9K
$3.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
633K+ 3.55% |
$26.8M - $28.6M
|
18.5M
$827M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6.03K- 48.38% |
$255K - $272K
|
6.43K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
194+ 25.63% |
$8.22K - $8.76K
|
951
$42.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
13.2K+ 1.28% |
$559K - $597K
|
1.05M
$46.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.04K- 6.42% |
$86.3K - $92K
|
29.7K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.4K+ 3.84% |
$1.12M - $1.19M
|
713K
$32M
|
|
|
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
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$214K - $229K
|
5.06K
$227K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.06K+ 19.09% |
$130K - $138K
|
19.1K
$856K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
42.5K+ 4.0% |
$1.8M - $1.92M
|
1.1M
$49.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
230+ 3.64% |
$9.74K - $10.4K
|
6.55K
$294K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.5K+ 1.33% |
$63.3K - $67.5K
|
114K
$5.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.1K+ 68.11% |
$174K - $185K
|
10.1K
$453K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.25K- 0.87% |
$52.9K - $56.4K
|
143K
$6.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
19.3K+ 7.88% |
$819K - $873K
|
265K
$11.8M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
723+ 5.24% |
$30.6K - $32.7K
|
14.5K
$651K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.4K+ 14.03% |
$611K - $652K
|
117K
$5.25M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 15.34% |
$2.12K - $2.26K
|
276
$12.4K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
62.6K+ 113.96% |
$2.49M - $2.7M
|
118K
$5.26M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
334New |
$13.3K - $14.4K
|
334
$15K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.52K+ 3.41% |
$180K - $195K
|
137K
$6.14M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.03K+ 18.77% |
$41.2K - $44.6K
|
6.54K
$293K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.36K+ 2.39% |
$213K - $231K
|
230K
$10.3M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-10.5K- 1.47% |
$418K - $452K
|
703K
$31.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11.8K- 1.72% |
$470K - $509K
|
674K
$30.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
3.21K+ 7.35% |
$128K - $139K
|
46.9K
$2.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
143+ 0.76% |
$5.7K - $6.17K
|
19K
$851K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-493- 2.33% |
$19.6K - $21.3K
|
20.6K
$924K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
9.11MNew |
$363M - $393M
|
9.11M
$408M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.41K- 33.36% |
$295K - $320K
|
14.8K
$663K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
551K+ 21.11% |
$22M - $23.8M
|
3.16M
$142M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$12K - $12.9K
|
300
$13.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
7.23KNew |
$288K - $312K
|
7.23K
$324K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-240- 1.1% |
$9.56K - $10.4K
|
21.5K
$963K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.93K- 3.81% |
$117K - $126K
|
73.8K
$3.31M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.55KNew |
$102K - $110K
|
2.55K
$114K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
1.55K+ 11.74% |
$61.8K - $66.9K
|
14.8K
$661K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.84K- 14.25% |
$312K - $338K
|
47.2K
$2.11M
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.05K- 3.25% |
$41.8K - $45.3K
|
31.3K
$1.4M
|
|