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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-422K- 49.31% |
$16.8M - $18.2M
|
434K
$19.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.7K- 3.14% |
$108K - $117K
|
83.4K
$3.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.26K+ 2.31% |
$170K - $184K
|
189K
$8.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
42+ 0.09% |
$1.67K - $1.81K
|
46.2K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.5KNew |
$537K - $582K
|
13.5K
$604K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
783+ 12.15% |
$31.2K - $33.8K
|
7.23K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
86.7K+ 22.37% |
$3.45M - $3.74M
|
474K
$21.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.57K+ 39.86% |
$182K - $197K
|
16K
$718K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-180K- 12.16% |
$7.16M - $7.76M
|
1.3M
$58.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.2K+ 23.69% |
$87.4K - $94.7K
|
11.5K
$513K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
887+ 1.89% |
$35.3K - $38.3K
|
47.8K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.6K- 20.73% |
$63.6K - $68.9K
|
6.1K
$273K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-901- 14.16% |
$35.9K - $38.9K
|
5.46K
$245K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.94K- 15.33% |
$77.4K - $83.8K
|
10.7K
$481K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-222- 4.33% |
$8.84K - $9.58K
|
4.91K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-815- 3.66% |
$32.5K - $35.2K
|
21.4K
$960K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.51K+ 1.49% |
$60.2K - $65.2K
|
103K
$4.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.76K+ 25.14% |
$150K - $162K
|
18.7K
$838K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.6K+ 1.09% |
$742K - $803K
|
1.73M
$77.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
160+ 0.15% |
$6.37K - $6.9K
|
108K
$4.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.5K+ 2.11% |
$59.7K - $64.7K
|
72.6K
$3.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-257- 4.6% |
$10.2K - $11.1K
|
5.33K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 116.22% |
$9.61M - $10.4M
|
449K
$20.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$459K - $497K
|
11.5K
$516K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
SELL
|
- |
-7.96K- 0.76% |
$317K - $343K
|
1.04M
$46.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-153- 1.36% |
$6.1K - $6.6K
|
11.1K
$496K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.18KNew |
$246K - $267K
|
6.18K
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
442+ 1.7% |
$17.6K - $19.1K
|
26.5K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
527+ 6.73% |
$21K - $22.7K
|
8.36K
$374K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.81KNew |
$192K - $208K
|
4.81K
$215K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.11K+ 2.85% |
$84.2K - $91.2K
|
76.4K
$3.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.19K- 4.18% |
$87.2K - $94.5K
|
50.2K
$2.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.43K- 1.34% |
$216K - $234K
|
398K
$17.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.8K+ 24.23% |
$71.9K - $77.8K
|
9.25K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.12% |
$398 - $432
|
8.51K
$381K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-464- 2.76% |
$18.5K - $20K
|
16.3K
$731K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
24.4KNew |
$970K - $1.05M
|
24.4K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.21K+ 0.33% |
$88.1K - $95.4K
|
666K
$29.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.4K+ 48.48% |
$415K - $450K
|
31.9K
$1.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
500+ 4.74% |
$19.9K - $21.6K
|
11K
$495K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
355+ 9.72% |
$14.1K - $15.3K
|
4.01K
$179K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.36KNew |
$214K - $231K
|
5.36K
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 7.46% |
$133K - $144K
|
48.2K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
303+ 0.27% |
$12.1K - $13.1K
|
111K
$4.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-2.5K- 5.68% |
$99.4K - $108K
|
41.5K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
565+ 10.83% |
$22.5K - $24.4K
|
5.78K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.82K+ 1.76% |
$192K - $208K
|
279K
$12.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-915- 3.2% |
$36.5K - $39.5K
|
27.7K
$1.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
707+ 11.08% |
$28.2K - $30.5K
|
7.09K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.51K- 2.31% |
$180K - $195K
|
191K
$8.54M
|
|