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 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
365K+ 87.69% |
$15.5M - $16.5M
|
782K
$35M
|
|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
163KNew |
$6.91M - $7.37M
|
163K
$7.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
153K+ 14.66% |
$6.47M - $6.9M
|
1.2M
$53.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
111KNew |
$4.71M - $5.02M
|
111K
$4.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
103KNew |
$4.35M - $4.64M
|
103K
$4.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
101K+ 256.93% |
$4.28M - $4.56M
|
140K
$6.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
86.2K+ 859.79% |
$3.65M - $3.9M
|
96.3K
$4.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
69.5K+ 6.93% |
$2.94M - $3.14M
|
1.07M
$48.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.8K+ 409.49% |
$2.4M - $2.56M
|
70.6K
$3.16M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
55.6K+ 0.61% |
$2.35M - $2.51M
|
9.16M
$410M
|
|
|
Jan 29, 2026
Q4 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
55.4K+ 8.02% |
$2.35M - $2.5M
|
747K
$33.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
53.3K+ 6.65% |
$2.26M - $2.41M
|
854K
$38.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
53KNew |
$2.25M - $2.4M
|
53K
$2.37M
|
|
|
Jan 28, 2026
Q4 2025
|
Nvest Wealth Strategies, Inc.
Powell, OH |
BUY
|
- |
46.2KNew |
$1.95M - $2.09M
|
46.2K
$2.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.1KNew |
$1.87M - $1.99M
|
44.1K
$1.98M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
42.5K+ 4.0% |
$1.8M - $1.92M
|
1.1M
$49.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41.8K+ 6.79% |
$1.77M - $1.89M
|
657K
$29.4M
|
|
|
Jan 28, 2026
Q4 2025
|
Mcia Inc
|
BUY
|
- |
39.9K+ 1.53% |
$1.69M - $1.8M
|
2.64M
$118M
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
39.8K+ 29.51% |
$1.68M - $1.8M
|
175K
$7.82M
|
|
|
Jan 26, 2026
Q4 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
36.7K+ 25.03% |
$1.56M - $1.66M
|
183K
$8.22M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
36.6K+ 2.65% |
$1.55M - $1.65M
|
1.41M
$63.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
36.5K+ 7.13% |
$1.55M - $1.65M
|
548K
$24.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
35.8K+ 21.1% |
$1.52M - $1.62M
|
206K
$9.21M
|
|
|
Jan 28, 2026
Q4 2025
|
Directional Asset Management
Arlington Heights, IL |
BUY
|
- |
35.3KNew |
$1.5M - $1.6M
|
35.3K
$1.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
35K+ 4.28% |
$1.48M - $1.58M
|
851K
$38.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.6K+ 114.06% |
$1.34M - $1.43M
|
59.3K
$2.66M
|
|
|
Jan 28, 2026
Q4 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
30.8K+ 2.97% |
$1.31M - $1.39M
|
1.07M
$47.8M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
29.5KNew |
$1.25M - $1.33M
|
29.5K
$1.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.4K+ 3.84% |
$1.12M - $1.19M
|
713K
$32M
|
|
|
Jan 23, 2026
Q4 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
26.3K+ 5.03% |
$1.12M - $1.19M
|
549K
$24.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
25.5KNew |
$1.08M - $1.15M
|
25.5K
$1.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
25.3K+ 13.28% |
$1.07M - $1.14M
|
216K
$9.67M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
23.8K+ 37.85% |
$1.01M - $1.07M
|
86.6K
$3.88M
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
19.4K+ 2.55% |
$822K - $877K
|
782K
$35M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
19.3K+ 7.88% |
$819K - $873K
|
265K
$11.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
18K+ 30.86% |
$762K - $813K
|
76.3K
$3.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 2.18% |
$730K - $779K
|
808K
$36.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
14.6K+ 3.9% |
$619K - $660K
|
389K
$17.4M
|
|
|
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 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.8K+ 3.38% |
$542K - $578K
|
391K
$17.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12.7K+ 4.99% |
$536K - $572K
|
266K
$11.9M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.6K+ 15.22% |
$492K - $525K
|
87.9K
$3.94M
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
11.6K+ 28.87% |
$490K - $523K
|
51.7K
$2.31M
|
|
|
Jan 28, 2026
Q4 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
11.5K+ 42.09% |
$486K - $518K
|
38.7K
$1.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
11.2K+ 7.41% |
$476K - $508K
|
163K
$7.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.82K+ 36.88% |
$416K - $444K
|
36.5K
$1.63M
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
9.37KNew |
$397K - $423K
|
9.37K
$420K
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
9.21KNew |
$390K - $416K
|
9.21K
$413K
|
|