Latest Institutional Purchases of Schwab Fundamental Intl Large (FNDF)

FNDF Quotes by TradingView

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 07, 2025 Q4 2024
Rise Advisors, LLC

BUY
 -
59
New
$1.94K - $2.19K
59 $2.64K
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
47
New
$1.55K - $1.75K
47 $2.11K
Mar 06, 2025 Q4 2024
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
32
New
$1.05K - $1.19K
32 $1.43K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
22
New
$724 - $817
22 $985
Jan 28, 2025 Q4 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
22
+ 3.01%
$724 - $817
754 $33.8K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
19
New
$625 - $706
19 $851
Jan 22, 2025 Q4 2024
Fortress Wealth Management, Inc.

BUY
 -
19
+ 0.17%
$625 - $706
11K $491K
Jan 29, 2025 Q4 2024
Armor Investment Advisors, LLC

BUY
 -
16
New
$527 - $594
16 $717
Jan 22, 2025 Q4 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
8
+ 2.87%
$263 - $297
287 $12.9K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
6
New
$198 - $223
6 $269
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
3
+ 0.88%
$98.8 - $111
342 $15.3K
Feb 14, 2025 Q4 2024
10 Elms LLP

Tulsa, OK
BUY
 -
2
New
$65.8 - $74.3
2 $89.6
Feb 07, 2025 Q4 2024
United Community Bank

Greenville, SC
BUY
 -
1
New
$32.9 - $37.2
1 $44.8
Q3 2024
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
36.3K
+ 63.18%
$1.22M - $1.37M
93.7K $4.2M
Nov 12, 2024 Q3 2024
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
35K
+ 455.81%
$1.18M - $1.32M
42.7K $1.91M
Nov 14, 2024 Q3 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
19K
New
$641K - $718K
19K $853K
Oct 31, 2024 Q3 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
11.7K
+ 4.17%
$392K - $439K
291K $13M
Nov 06, 2024 Q3 2024
Vishria Bird Financial Group, LLC

BUY
 -
11.4K
New
$382K - $428K
11.4K $508K
Nov 04, 2024 Q3 2024
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
7.96K
New
$268K - $300K
7.96K $357K
Oct 24, 2024 Q3 2024
Smith, Salley & Associates

BUY
 -
7.55K
New
$254K - $285K
7.55K $338K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
7.55K
+ 1.68%
$254K - $285K
458K $20.5M
Nov 13, 2024 Q3 2024
Argent Financial Group, Inc.

Ruston, LA
BUY
 -
5.53K
New
$186K - $208K
5.53K $248K
Dec 02, 2024 Q3 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
5.51K
New
$185K - $208K
5.51K $247K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
3.16K
New
$106K - $119K
3.16K $141K
Nov 08, 2024 Q3 2024
New Potomac Partners, LLC

BUY
 -
2.75K
New
$92.6K - $104K
2.75K $123K
Nov 04, 2024 Q3 2024
Proffitt & Goodson Inc

BUY
 -
2.75K
New
$92.4K - $104K
2.75K $123K
Nov 14, 2024 Q3 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
1.79K
New
$60.3K - $67.5K
1.79K $80.2K
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
1.64K
+ 26.92%
$55.1K - $61.7K
7.71K $346K
Dec 03, 2024 Q3 2024
Vista Private Wealth Partners. LLC

BUY
 -
1.61K
+ 0.57%
$54K - $60.5K
284K $12.7M
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.42K
+ 0.67%
$47.8K - $53.5K
212K $9.49M
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
779
New
$26.2K - $29.4K
779 $34.9K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
744
New
$25.1K - $28.1K
744 $33.3K
Oct 21, 2024 Q3 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
604
New
$20.3K - $22.8K
604 $27.1K
Nov 06, 2024 Q3 2024
Coastline Trust CO

BUY
 -
541
New
$18.2K - $20.4K
541 $24.2K
Oct 11, 2024 Q3 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
494
New
$16.6K - $18.6K
494 $22.1K
Oct 30, 2024 Q3 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
452
+ 99.78%
$15.2K - $17K
905 $40.5K
Oct 24, 2024 Q3 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
416
+ 54.1%
$14K - $15.7K
1.19K $53.1K
Oct 11, 2024 Q3 2024
Kathleen S. Wright Associates Inc.

BUY
 -
323
New
$10.9K - $12.2K
323 $14.5K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
281
New
$9.46K - $10.6K
281 $12.6K
Nov 08, 2024 Q3 2024
Roger Wittlin Investment Advisory, LLC

BUY
 -
181
+ 0.79%
$6.09K - $6.83K
23K $1.03M
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
127
New
$4.28K - $4.79K
127 $5.69K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
73
New
$2.46K - $2.75K
73 $3.27K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
33
New
$1.11K - $1.24K
33 $1.48K
Nov 08, 2024 Q3 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
31
New
$1.04K - $1.17K
31 $1.39K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
23
New
$774 - $867
23 $1.03K
Q2 2024
Aug 09, 2024 Q2 2024
Personal Cfo Solutions, LLC

BUY
 -
58.9K
New
$2.01M - $2.15M
58.9K $2.64M
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
25.2K
New
$860K - $918K
25.2K $1.13M
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
16.7K
New
$569K - $608K
16.7K $746K
Aug 09, 2024 Q2 2024
Menlo Advisors LLC

BUY
 -
15.4K
New
$527K - $562K
15.4K $690K

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