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 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
126+ 1.37% |
$5.02K - $5.44K
|
9.34K
$418K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.12KNew |
$284K - $307K
|
7.12K
$319K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13+ 3.93% |
$518 - $561
|
344
$15.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.16KNew |
$245K - $266K
|
6.16K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.11K+ 0.42% |
$44.3K - $48K
|
265K
$11.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.52K- 1.42% |
$140K - $152K
|
244K
$10.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-12.5K- 2.14% |
$498K - $539K
|
572K
$25.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
78New |
$3.11K - $3.37K
|
78
$3.49K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-62- 3.76% |
$2.47K - $2.68K
|
1.59K
$71K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.81KNew |
$192K - $208K
|
4.81K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
55+ 0.31% |
$2.19K - $2.37K
|
17.8K
$797K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.57K- 0.48% |
$102K - $111K
|
534K
$23.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8.02K+ 12.08% |
$320K - $346K
|
74.4K
$3.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.3KNew |
$211K - $229K
|
5.3K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.34K- 1.63% |
$53.2K - $57.6K
|
80.5K
$3.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
393+ 9.65% |
$15.7K - $17K
|
4.47K
$200K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
114KNew |
$4.53M - $4.91M
|
114K
$5.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
795+ 2.12% |
$31.7K - $34.3K
|
38.2K
$1.71M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-763- 4.83% |
$30.4K - $32.9K
|
15K
$673K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-364- 6.86% |
$14.5K - $15.7K
|
4.95K
$221K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
93+ 0.02% |
$3.71K - $4.01K
|
507K
$22.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
251+ 2.57% |
$10K - $10.8K
|
10K
$449K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
669New |
$26.7K - $28.9K
|
669
$30K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.92K+ 33.17% |
$315K - $342K
|
31.8K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-31K- 53.75% |
$1.24M - $1.34M
|
26.7K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-23.6K- 82.38% |
$941K - $1.02M
|
5.05K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
947+ 7.7% |
$37.7K - $40.9K
|
13.2K
$593K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.79K- 1.19% |
$111K - $120K
|
231K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.5K+ 36.66% |
$539K - $584K
|
50.5K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
931+ 61.66% |
$37.1K - $40.2K
|
2.44K
$109K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.05K+ 2.33% |
$41.9K - $45.4K
|
46.2K
$2.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
214+ 1.92% |
$8.53K - $9.23K
|
11.4K
$509K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.76K+ 11.14% |
$110K - $119K
|
27.6K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.43KNew |
$216K - $234K
|
5.43K
$243K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
182K+ 21.3% |
$7.26M - $7.86M
|
1.04M
$46.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
20.4KNew |
$812K - $880K
|
20.4K
$913K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.2K+ 13.79% |
$884K - $957K
|
183K
$8.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.39KNew |
$95.2K - $103K
|
2.39K
$107K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
138+ 0.72% |
$5.5K - $5.95K
|
19.3K
$866K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
121+ 0.37% |
$4.82K - $5.22K
|
33.2K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.73K+ 0.98% |
$268K - $290K
|
691K
$31M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
6.1KNew |
$243K - $263K
|
6.1K
$273K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
16.6K+ 59.21% |
$663K - $718K
|
44.7K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.55K+ 1.16% |
$102K - $110K
|
222K
$9.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-363- 1.77% |
$14.5K - $15.7K
|
20.1K
$900K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14K+ 4.51% |
$557K - $603K
|
324K
$14.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
15.6K+ 13.13% |
$623K - $675K
|
135K
$6.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.44K+ 22.15% |
$57.5K - $62.3K
|
7.96K
$357K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.63K- 22.67% |
$65K - $70.4K
|
5.57K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
31.1K+ 6.48% |
$1.24M - $1.34M
|
512K
$22.9M
|
|