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 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
153K+ 14.66% |
$6.47M - $6.9M
|
1.2M
$53.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
103KNew |
$4.35M - $4.64M
|
103K
$4.6M
|
|
|
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 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 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
35K+ 4.28% |
$1.48M - $1.58M
|
851K
$38.1M
|
|
|
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 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 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.6K+ 15.22% |
$492K - $525K
|
87.9K
$3.94M
|
|
|
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 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
7.26K+ 60.27% |
$307K - $328K
|
19.3K
$864K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.97K+ 0.67% |
$253K - $270K
|
897K
$40.2M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
5.49K+ 7.02% |
$232K - $248K
|
83.6K
$3.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$214K - $229K
|
5.06K
$227K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.86KNew |
$206K - $220K
|
4.86K
$218K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.68KNew |
$198K - $211K
|
4.68K
$210K
|
|
|
Jan 16, 2026
Q4 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4.61KNew |
$195K - $208K
|
4.61K
$206K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.39K+ 1.22% |
$186K - $198K
|
365K
$16.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.17K+ 7.33% |
$177K - $189K
|
61.1K
$2.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.13K+ 29.74% |
$175K - $187K
|
18K
$808K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.1K+ 68.11% |
$174K - $185K
|
10.1K
$453K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.44K+ 2.44% |
$145K - $155K
|
144K
$6.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.06K+ 19.09% |
$130K - $138K
|
19.1K
$856K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.72K+ 3.03% |
$72.9K - $77.8K
|
58.5K
$2.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.5K+ 1.33% |
$63.3K - $67.5K
|
114K
$5.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 8.51% |
$55.3K - $59K
|
16.6K
$746K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
994+ 1.84% |
$42.1K - $44.9K
|
54.9K
$2.46M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
723+ 5.24% |
$30.6K - $32.7K
|
14.5K
$651K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
646+ 20.53% |
$27.4K - $29.2K
|
3.79K
$170K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
450+ 2.97% |
$19.1K - $20.3K
|
15.6K
$700K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
386New |
$16.3K - $17.4K
|
386
$17.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
384+ 3.81% |
$16.3K - $17.3K
|
10.5K
$468K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
316New |
$13.4K - $14.3K
|
316
$14.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
307+ 95.64% |
$13K - $13.9K
|
628
$28.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
235+ 22.79% |
$9.95K - $10.6K
|
1.27K
$56.7K
|
|
|
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
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
111+ 0.3% |
$4.7K - $5.01K
|
37.6K
$1.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
59+ 0.37% |
$2.5K - $2.67K
|
16.1K
$719K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23+ 0.07% |
$974 - $1.04K
|
32.6K
$1.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.41% |
$805 - $858
|
4.65K
$208K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.01% |
$212 - $226
|
51.4K
$2.3M
|
|