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 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.1K- 7.33% |
$36.2K - $40.9K
|
13.9K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
384+ 0.19% |
$12.6K - $14.3K
|
208K
$7.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.68K- 24.19% |
$55.3K - $62.4K
|
5.27K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9K+ 9.74% |
$457K - $516K
|
156K
$5.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.33K- 18.72% |
$76.7K - $86.6K
|
10.1K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
40.4K+ 6.35% |
$1.33M - $1.5M
|
676K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.8K+ 13.73% |
$224K - $252K
|
56.3K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
501+ 1.76% |
$16.5K - $18.6K
|
28.9K
$997K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 1.4% |
$1.05K - $1.19K
|
2.32K
$80.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18+ 3.1% |
$593 - $669
|
599
$20.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16New |
$527 - $594
|
16
$552
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
58.7K+ 11.15% |
$1.93M - $2.18M
|
585K
$20.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.5K- 1.56% |
$345K - $390K
|
660K
$22.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.23K+ 3.6% |
$73.4K - $82.8K
|
64.2K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 2.62% |
$296 - $334
|
352
$12.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.88% |
$98.8 - $111
|
342
$11.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.01K- 0.98% |
$33.2K - $37.5K
|
102K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13+ 0.18% |
$428 - $483
|
7.4K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
10.5K+ 13.72% |
$345K - $390K
|
86.9K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-130- 0.55% |
$4.28K - $4.83K
|
23.3K
$805K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
158+ 0.62% |
$5.2K - $5.87K
|
25.7K
$886K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.56K+ 152.31% |
$282K - $318K
|
14.2K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
13KNew |
$427K - $482K
|
13K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
95+ 1.12% |
$3.13K - $3.53K
|
8.58K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
84+ 2.42% |
$2.77K - $3.12K
|
3.55K
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
376New |
$12.4K - $14K
|
376
$13K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.13K+ 32.39% |
$136K - $153K
|
16.9K
$582K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
53.3K+ 20.21% |
$1.75M - $1.98M
|
317K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-27.2K- 3.19% |
$897K - $1.01M
|
827K
$28.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
519+ 1.77% |
$17.1K - $19.3K
|
29.8K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
287+ 2.75% |
$9.45K - $10.7K
|
10.7K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.25K- 37.49% |
$206K - $232K
|
10.4K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.53K+ 6.51% |
$182K - $205K
|
90.5K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-730- 7.9% |
$24K - $27.1K
|
8.52K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22+ 3.01% |
$724 - $817
|
754
$26K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.83K- 1.92% |
$192K - $217K
|
299K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.77K+ 16.26% |
$58.2K - $65.6K
|
12.6K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-126- 0.54% |
$4.15K - $4.68K
|
23.1K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.51K+ 43.16% |
$280K - $316K
|
28.2K
$973K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
220+ 3.0% |
$7.24K - $8.17K
|
7.55K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-175- 2.03% |
$5.76K - $6.5K
|
8.47K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.22K+ 409.55% |
$106K - $119K
|
4K
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.93K- 1.65% |
$228K - $257K
|
414K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
85+ 34.41% |
$2.8K - $3.16K
|
332
$11.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
110K+ 12.08% |
$3.62M - $4.08M
|
1.02M
$35.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
681+ 1.85% |
$22.4K - $25.3K
|
37.5K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
78.4KNew |
$2.58M - $2.91M
|
78.4K
$2.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-21.1K- 6.02% |
$694K - $783K
|
329K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 8.55% |
$79.9K - $90.1K
|
30.8K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.34K- 7.01% |
$274K - $310K
|
111K
$3.82M
|