Latest Institutional Purchases of Schwab Fundamental Intl Large (FNDF)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
633K+ 3.55% |
$26.8M - $28.6M
|
18.5M
$827M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
42.5K+ 4.0% |
$1.8M - $1.92M
|
1.1M
$49.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.4K+ 3.84% |
$1.12M - $1.19M
|
713K
$32M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
19.3K+ 7.88% |
$819K - $873K
|
265K
$11.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.4K+ 14.03% |
$611K - $652K
|
117K
$5.25M
|
|
|
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
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.6K+ 15.22% |
$492K - $525K
|
87.9K
$3.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$214K - $229K
|
5.06K
$227K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.68KNew |
$198K - $211K
|
4.68K
$210K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.1K+ 68.11% |
$174K - $185K
|
10.1K
$453K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.06K+ 19.09% |
$130K - $138K
|
19.1K
$856K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.5K+ 1.33% |
$63.3K - $67.5K
|
114K
$5.09M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
723+ 5.24% |
$30.6K - $32.7K
|
14.5K
$651K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
450+ 2.97% |
$19.1K - $20.3K
|
15.6K
$700K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
230+ 3.64% |
$9.74K - $10.4K
|
6.55K
$294K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
194+ 25.63% |
$8.22K - $8.76K
|
951
$42.6K
|
|
| Q3 2025 | |||||||
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
9.11MNew |
$363M - $393M
|
9.11M
$408M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
2.6MNew |
$104M - $112M
|
2.6M
$117M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.59M+ 2149.34% |
$63.4M - $68.7M
|
1.67M
$74.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
551K+ 21.11% |
$22M - $23.8M
|
3.16M
$142M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
493KNew |
$19.7M - $21.3M
|
493K
$22.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
490K+ 0.33% |
$19.5M - $21.2M
|
147M
$6.59B
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
341K+ 446.66% |
$13.6M - $14.7M
|
417K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
340K+ 32.52% |
$13.5M - $14.7M
|
1.38M
$62M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
325K+ 1473.82% |
$13M - $14M
|
347K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
286K+ 4.83% |
$11.4M - $12.4M
|
6.22M
$278M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
282K+ 4.07% |
$11.2M - $12.2M
|
7.22M
$323M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 116.22% |
$9.61M - $10.4M
|
449K
$20.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
182K+ 21.3% |
$7.26M - $7.86M
|
1.04M
$46.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
176KNew |
$7M - $7.58M
|
176K
$7.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
156K+ 98.16% |
$6.22M - $6.73M
|
315K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
154KNew |
$6.13M - $6.64M
|
154K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
147K+ 23.0% |
$5.86M - $6.34M
|
786K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
132K+ 9.42% |
$5.25M - $5.69M
|
1.53M
$68.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128K+ 398.66% |
$5.09M - $5.51M
|
160K
$7.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
114KNew |
$4.53M - $4.91M
|
114K
$5.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
110KNew |
$4.36M - $4.73M
|
110K
$4.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
99.9K+ 25.36% |
$3.98M - $4.31M
|
494K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
89K+ 10.45% |
$3.55M - $3.84M
|
941K
$42.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
87.7K+ 65.54% |
$3.5M - $3.79M
|
222K
$9.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
86.7K+ 22.37% |
$3.45M - $3.74M
|
474K
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.4K+ 1.43% |
$3.4M - $3.69M
|
6.04M
$271M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
78.7K+ 8.52% |
$3.14M - $3.4M
|
1M
$44.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72.1K+ 46.13% |
$2.87M - $3.11M
|
228K
$10.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
68.7K+ 7.05% |
$2.74M - $2.96M
|
1.04M
$46.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.8K+ 2.92% |
$2.58M - $2.8M
|
2.28M
$102M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
62.8KNew |
$2.5M - $2.71M
|
62.8K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
60.8K+ 67.83% |
$2.42M - $2.62M
|
150K
$6.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
59.4K+ 382.92% |
$2.37M - $2.57M
|
75K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
57.1K+ 325.8% |
$2.27M - $2.46M
|
74.6K
$3.34M
|
|