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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6New |
$198 - $223
|
6
$269
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 2.52% |
$98.8 - $111
|
122
$5.46K
|
|
|
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
|
- |
2New |
$65.8 - $74.3
|
2
$89.6
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1New |
$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
|
- |
19KNew |
$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
|
- |
11.4KNew |
$382K - $428K
|
11.4K
$508K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
7.96KNew |
$268K - $300K
|
7.96K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.55KNew |
$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
|
- |
5.53KNew |
$186K - $208K
|
5.53K
$248K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.51KNew |
$185K - $208K
|
5.51K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.16KNew |
$106K - $119K
|
3.16K
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.75KNew |
$92.6K - $104K
|
2.75K
$123K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.75KNew |
$92.4K - $104K
|
2.75K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.79KNew |
$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
|
- |
779New |
$26.2K - $29.4K
|
779
$34.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
744New |
$25.1K - $28.1K
|
744
$33.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
604New |
$20.3K - $22.8K
|
604
$27.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
541New |
$18.2K - $20.4K
|
541
$24.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
494New |
$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
|
- |
323New |
$10.9K - $12.2K
|
323
$14.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
281New |
$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
|
- |
127New |
$4.28K - $4.79K
|
127
$5.69K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
73New |
$2.46K - $2.75K
|
73
$3.27K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33New |
$1.11K - $1.24K
|
33
$1.48K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31New |
$1.04K - $1.17K
|
31
$1.39K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23New |
$774 - $867
|
23
$1.03K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
58.9KNew |
$2.01M - $2.15M
|
58.9K
$2.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
25.2KNew |
$860K - $918K
|
25.2K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$569K - $608K
|
16.7K
$746K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
15.4KNew |
$527K - $562K
|
15.4K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
12KNew |
$412K - $439K
|
12K
$539K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
9.99K+ 3.37% |
$342K - $365K
|
307K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
8.5K+ 1.95% |
$290K - $310K
|
444K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3.34KNew |
$114K - $122K
|
3.34K
$150K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.23KNew |
$110K - $118K
|
3.23K
$145K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.59KNew |
$88.6K - $94.6K
|
2.59K
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.23KNew |
$76.1K - $81.3K
|
2.23K
$99.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.57% |
$41.3K - $44.1K
|
48.3K
$2.16M
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.14K+ 8.79% |
$38.9K - $41.5K
|
14.1K
$631K
|
|