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 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
150+ 0.83% |
$5.98K - $6.47K
|
18.1K
$811K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
143+ 0.76% |
$5.7K - $6.17K
|
19K
$851K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
138+ 0.72% |
$5.5K - $5.95K
|
19.3K
$866K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
138New |
$5.5K - $5.95K
|
138
$6.18K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
138+ 12.39% |
$5.5K - $5.95K
|
1.25K
$56.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
135New |
$5.38K - $5.83K
|
135
$6.05K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
134+ 0.21% |
$5.34K - $5.78K
|
63.1K
$2.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
126+ 1.37% |
$5.02K - $5.44K
|
9.34K
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
121+ 1.2% |
$4.82K - $5.22K
|
10.2K
$456K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
121+ 0.37% |
$4.82K - $5.22K
|
33.2K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
120+ 0.27% |
$4.78K - $5.18K
|
44.5K
$1.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
120+ 1.93% |
$4.78K - $5.18K
|
6.32K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
119+ 0.41% |
$4.74K - $5.13K
|
29.2K
$1.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
93+ 0.02% |
$3.71K - $4.01K
|
507K
$22.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
93+ 1.41% |
$3.71K - $4.01K
|
6.69K
$300K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
92+ 0.97% |
$3.67K - $3.97K
|
9.57K
$429K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
89+ 8.06% |
$3.55K - $3.84K
|
1.19K
$53.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
83+ 0.15% |
$3.31K - $3.58K
|
56.8K
$2.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
78New |
$3.11K - $3.37K
|
78
$3.49K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
75+ 0.76% |
$2.99K - $3.24K
|
9.98K
$447K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
74New |
$2.95K - $3.19K
|
74
$3.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
64New |
$2.55K - $2.76K
|
64
$2.87K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
55+ 0.31% |
$2.19K - $2.37K
|
17.8K
$797K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
53New |
$2.11K - $2.29K
|
53
$2.37K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50+ 0.19% |
$1.99K - $2.16K
|
25.7K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
45New |
$1.79K - $1.94K
|
45
$2.02K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
42+ 0.75% |
$1.67K - $1.81K
|
5.64K
$252K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
42+ 0.09% |
$1.67K - $1.81K
|
46.2K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
32New |
$1.27K - $1.38K
|
32
$1.43K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
21New |
$837 - $906
|
21
$941
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.1% |
$797 - $863
|
19.8K
$888K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
18New |
$717 - $777
|
18
$806
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18New |
$717 - $777
|
18
$806
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13+ 0.06% |
$518 - $561
|
21.8K
$976K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13+ 3.93% |
$518 - $561
|
344
$15.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.43% |
$120 - $129
|
699
$31.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2+ 0.67% |
$79.7 - $86.3
|
300
$13.4K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
194K+ 63.57% |
$6.25M - $7.76M
|
499K
$22.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
121K+ 107.53% |
$3.91M - $4.85M
|
234K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
99.6KNew |
$3.21M - $3.99M
|
99.6K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
43.2K+ 3.11% |
$1.39M - $1.73M
|
1.43M
$64.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
31.1KNew |
$1M - $1.24M
|
31.1K
$1.39M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
26.6K+ 68.05% |
$856K - $1.06M
|
65.6K
$2.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
24.8KNew |
$799K - $991K
|
24.8K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
23.5KNew |
$757K - $940K
|
23.5K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
21.9KNew |
$708K - $878K
|
21.9K
$983K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.5K+ 44.7% |
$565K - $702K
|
56.8K
$2.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
15.8KNew |
$510K - $633K
|
15.8K
$709K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.3KNew |
$398K - $494K
|
12.3K
$553K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.2K+ 169.04% |
$360K - $447K
|
17.8K
$797K
|
|