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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.3K+ 62.93% |
$1.01M - $1.09M
|
65.4K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.9K+ 5.74% |
$991K - $1.07M
|
458K
$20.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
24.7K+ 21.75% |
$982K - $1.06M
|
138K
$6.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
24.4KNew |
$970K - $1.05M
|
24.4K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.4K+ 26.99% |
$931K - $1.01M
|
110K
$4.93M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.4K+ 7.22% |
$931K - $1.01M
|
347K
$15.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.2K+ 13.79% |
$884K - $957K
|
183K
$8.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
20.4KNew |
$812K - $880K
|
20.4K
$913K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 2.36% |
$800K - $866K
|
869K
$38.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
19.3K+ 9.51% |
$767K - $831K
|
222K
$9.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
18.8K+ 3.73% |
$749K - $811K
|
523K
$23.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18.6K+ 1.09% |
$742K - $803K
|
1.73M
$77.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.5K+ 76.5% |
$738K - $800K
|
42.8K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18.2KNew |
$724K - $785K
|
18.2K
$814K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
18K+ 4.08% |
$716K - $776K
|
459K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
17.8KNew |
$711K - $770K
|
17.8K
$799K
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
17.6K+ 116.53% |
$702K - $761K
|
32.8K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.4K+ 16.24% |
$693K - $750K
|
124K
$5.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.7K+ 6.99% |
$667K - $722K
|
256K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
16.6K+ 59.21% |
$663K - $718K
|
44.7K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
15.6K+ 13.13% |
$623K - $675K
|
135K
$6.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14K+ 4.51% |
$557K - $603K
|
324K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
13.9K+ 82.63% |
$556K - $602K
|
30.8K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.5K+ 36.66% |
$539K - $584K
|
50.5K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.5KNew |
$537K - $582K
|
13.5K
$604K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
13.3K+ 1.0% |
$528K - $572K
|
1.34M
$60.2M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
13.1KNew |
$523K - $566K
|
13.1K
$588K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
13K+ 8.23% |
$516K - $559K
|
170K
$7.63M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12.6K+ 319.38% |
$501K - $543K
|
16.5K
$740K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
12.5K+ 6.42% |
$496K - $537K
|
206K
$9.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.3K+ 6.88% |
$488K - $529K
|
190K
$8.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.1K+ 79.7% |
$481K - $521K
|
27.2K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$459K - $497K
|
11.5K
$516K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$458K - $496K
|
11.5K
$515K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.2K+ 53.28% |
$445K - $482K
|
32.2K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
11K+ 19.68% |
$438K - $474K
|
66.8K
$2.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.9KNew |
$435K - $471K
|
10.9K
$489K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.6K+ 83.74% |
$420K - $455K
|
23.2K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.4K+ 48.48% |
$415K - $450K
|
31.9K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
10.3K+ 21.53% |
$412K - $446K
|
58.3K
$2.61M
|
|
|
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
|
|