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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.06K+ 14.34% |
$36.3K - $38.7K
|
8.46K
$379K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1K+ 1470.59% |
$34.2K - $36.5K
|
1.07K
$47.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
808+ 12.82% |
$27.6K - $29.5K
|
7.11K
$319K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
790New |
$27K - $28.8K
|
790
$35.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
755New |
$25.8K - $27.6K
|
755
$33.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
523New |
$17.9K - $19.1K
|
523
$23.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
485New |
$16.6K - $17.7K
|
485
$21.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
371New |
$12.7K - $13.5K
|
371
$16.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337New |
$11.5K - $12.3K
|
337
$15.1K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
317New |
$10.8K - $11.6K
|
317
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
252+ 2100.0% |
$8.62K - $9.2K
|
264
$11.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
221New |
$7.56K - $8.07K
|
221
$9.9K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
122New |
$4.17K - $4.45K
|
122
$5.46K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
80+ 0.89% |
$2.74K - $2.92K
|
9.09K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
42New |
$1.44K - $1.53K
|
42
$1.88K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10New |
$342 - $365
|
10
$448
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.39M+ 2.6% |
$111M - $121M
|
134M
$6.01B
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
113KNew |
$3.67M - $4.01M
|
113K
$5.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.4KNew |
$631K - $691K
|
19.4K
$868K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.54KNew |
$246K - $269K
|
7.54K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.32KNew |
$206K - $225K
|
6.32K
$283K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
6.26KNew |
$204K - $223K
|
6.26K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.79KNew |
$189K - $206K
|
5.79K
$259K
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
5.72KNew |
$187K - $204K
|
5.72K
$256K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.62KNew |
$183K - $200K
|
5.62K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.23K+ 41.99% |
$170K - $186K
|
17.7K
$792K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.68K+ 38.86% |
$153K - $167K
|
16.7K
$750K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.69K+ 3.06% |
$54.9K - $60.1K
|
56.7K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.57KNew |
$51.2K - $56K
|
1.57K
$70.4K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.55KNew |
$50.4K - $55.2K
|
1.55K
$69.3K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.5KNew |
$48.9K - $53.5K
|
1.5K
$67.2K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.44KNew |
$47K - $51.4K
|
1.44K
$64.5K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.42K+ 372.63% |
$46.1K - $50.5K
|
1.8K
$80.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
965New |
$31.4K - $34.4K
|
965
$43.2K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
867New |
$28.3K - $30.9K
|
867
$38.8K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
642New |
$20.9K - $22.9K
|
642
$28.8K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
446+ 0.6% |
$14.5K - $15.9K
|
74.7K
$3.34M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
401New |
$13.1K - $14.3K
|
401
$18K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
247New |
$8.05K - $8.81K
|
247
$11.1K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
246New |
$8.02K - $8.77K
|
246
$11K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
209New |
$6.81K - $7.45K
|
209
$9.36K
|
|