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 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23- 0.13% |
$916 - $992
|
17.2K
$769K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
45New |
$1.79K - $1.94K
|
45
$2.02K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
134+ 0.21% |
$5.34K - $5.78K
|
63.1K
$2.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-864- 1.6% |
$34.4K - $37.3K
|
53.2K
$2.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-95- 1.84% |
$3.78K - $4.1K
|
5.08K
$227K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.2K- 33.17% |
$448K - $485K
|
22.6K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72.1K+ 46.13% |
$2.87M - $3.11M
|
228K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
242+ 1.31% |
$9.64K - $10.4K
|
18.7K
$840K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-7.08K- 14.58% |
$282K - $305K
|
41.5K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
BUY
|
- |
940+ 3.12% |
$37.4K - $40.6K
|
31.1K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
SELL
|
- |
-657- 8.99% |
$26.2K - $28.3K
|
6.65K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
27.9K+ 12.36% |
$1.11M - $1.2M
|
254K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.5K+ 3.92% |
$1.53M - $1.66M
|
1.02M
$45.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.68K- 63.4% |
$107K - $116K
|
1.55K
$69.3K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-11.4K- 47.37% |
$453K - $490K
|
12.6K
$566K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
13K+ 8.23% |
$516K - $559K
|
170K
$7.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-575- 4.92% |
$22.9K - $24.8K
|
11.1K
$498K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-780- 0.07% |
$31.1K - $33.7K
|
1.16M
$51.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
795+ 14.44% |
$31.7K - $34.3K
|
6.3K
$282K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.41K+ 147.03% |
$136K - $147K
|
5.74K
$257K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
92+ 0.97% |
$3.67K - $3.97K
|
9.57K
$429K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.23K+ 8.74% |
$288K - $312K
|
89.9K
$4.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.49K+ 1.39% |
$99.2K - $107K
|
182K
$8.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
176KNew |
$7M - $7.58M
|
176K
$7.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
4.98KNew |
$198K - $215K
|
4.98K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
120+ 0.27% |
$4.78K - $5.18K
|
44.5K
$1.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
325K+ 1473.82% |
$13M - $14M
|
347K
$15.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-821- 12.21% |
$32.7K - $35.4K
|
5.9K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.67K- 2.7% |
$226K - $245K
|
205K
$9.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
762+ 9.24% |
$30.4K - $32.9K
|
9.01K
$403K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
978+ 1.61% |
$39K - $42.2K
|
61.8K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.76K+ 32.17% |
$389K - $421K
|
40.1K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.9K+ 56.86% |
$1.55M - $1.68M
|
107K
$4.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.94K+ 50.8% |
$277K - $300K
|
20.6K
$923K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-142- 1.95% |
$5.66K - $6.13K
|
7.13K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-70- 6.0% |
$2.79K - $3.02K
|
1.1K
$49.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.02K- 45.57% |
$40.6K - $43.9K
|
1.22K
$54.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
18New |
$717 - $777
|
18
$806
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.43% |
$120 - $129
|
699
$31.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
SELL
|
- |
-14.6K- 1.88% |
$583K - $631K
|
762K
$34.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
99.9K+ 25.36% |
$3.98M - $4.31M
|
494K
$22.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-428- 85.6% |
$17.1K - $18.5K
|
72
$3.22K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.98K+ 4.24% |
$119K - $129K
|
73.3K
$3.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.01K+ 0.19% |
$160K - $173K
|
2.11M
$94.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
4.89KNew |
$195K - $211K
|
4.89K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.08K- 29.36% |
$82.7K - $89.6K
|
5K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-76- 0.16% |
$3.03K - $3.28K
|
47.9K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.35K+ 1.53% |
$53.9K - $58.4K
|
89.5K
$4.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.65K+ 12.85% |
$65.7K - $71.2K
|
14.5K
$649K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.34KNew |
$213K - $230K
|
5.34K
$239K
|
|