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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$403K - $436K
|
10.1K
$453K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.85K+ 33.43% |
$392K - $425K
|
39.3K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.76K+ 32.17% |
$389K - $421K
|
40.1K
$1.8M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
9.72KNew |
$387K - $419K
|
9.72K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
9.57K+ 3.14% |
$381K - $413K
|
314K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.38K+ 1.2% |
$374K - $405K
|
794K
$35.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.94K+ 1.11% |
$356K - $386K
|
813K
$36.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8.77K+ 2.13% |
$349K - $378K
|
421K
$18.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.74K+ 10.84% |
$348K - $377K
|
89.4K
$4M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.7K+ 1068.18% |
$346K - $375K
|
9.51K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.42K+ 0.84% |
$335K - $363K
|
1.01M
$45.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.19K+ 22.19% |
$326K - $354K
|
45.1K
$2.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.12K+ 17.87% |
$323K - $350K
|
53.5K
$2.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8.02K+ 12.08% |
$320K - $346K
|
74.4K
$3.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.01K+ 1.94% |
$319K - $346K
|
422K
$18.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.92K+ 33.17% |
$315K - $342K
|
31.8K
$1.42M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
7.23KNew |
$288K - $312K
|
7.23K
$324K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.23K+ 8.74% |
$288K - $312K
|
89.9K
$4.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.12KNew |
$284K - $307K
|
7.12K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.94K+ 50.8% |
$277K - $300K
|
20.6K
$923K
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6.79K+ 1.85% |
$270K - $293K
|
374K
$16.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.73K+ 0.98% |
$268K - $290K
|
691K
$31M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.56KNew |
$261K - $283K
|
6.56K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.55K+ 503.77% |
$261K - $283K
|
7.85K
$352K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.2KNew |
$247K - $267K
|
6.2K
$278K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.18KNew |
$246K - $267K
|
6.18K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.16KNew |
$245K - $266K
|
6.16K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
6.1KNew |
$243K - $263K
|
6.1K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
6.08KNew |
$242K - $262K
|
6.08K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 18.13% |
$241K - $261K
|
39.4K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.02KNew |
$240K - $260K
|
6.02K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.77K+ 3.54% |
$230K - $249K
|
169K
$7.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.73KNew |
$228K - $247K
|
5.73K
$257K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
5.44KNew |
$217K - $235K
|
5.44K
$244K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.43KNew |
$216K - $234K
|
5.43K
$243K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.41K+ 11.16% |
$216K - $234K
|
53.9K
$2.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.36KNew |
$214K - $231K
|
5.36K
$240K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.36K+ 2.39% |
$213K - $231K
|
230K
$10.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.34KNew |
$213K - $230K
|
5.34K
$239K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.3KNew |
$211K - $229K
|
5.3K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.18KNew |
$206K - $224K
|
5.18K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
4.99KNew |
$199K - $215K
|
4.99K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
4.98KNew |
$198K - $215K
|
4.98K
$223K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.98KNew |
$198K - $215K
|
4.98K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
4.89KNew |
$195K - $211K
|
4.89K
$219K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.89K+ 1.47% |
$195K - $211K
|
337K
$15.1M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.88K+ 6.84% |
$195K - $211K
|
76.3K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.85K+ 28.66% |
$193K - $209K
|
21.8K
$976K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.82K+ 1.76% |
$192K - $208K
|
279K
$12.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.81KNew |
$192K - $208K
|
4.81K
$216K
|
|