Purchases and Sales Made in Q3 2025 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL INTL LARGE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
9.11MNew |
$363M - $393M
|
9.11M
$408M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
2.6MNew |
$104M - $112M
|
2.6M
$117M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.59M+ 2149.34% |
$63.4M - $68.7M
|
1.67M
$74.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
905K+ 5.35% |
$36M - $39M
|
17.8M
$798M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
551K+ 21.11% |
$22M - $23.8M
|
3.16M
$142M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
493KNew |
$19.7M - $21.3M
|
493K
$22.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
490K+ 0.33% |
$19.5M - $21.2M
|
147M
$6.59B
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
341K+ 446.66% |
$13.6M - $14.7M
|
417K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
340K+ 32.52% |
$13.5M - $14.7M
|
1.38M
$62M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
325K+ 1473.82% |
$13M - $14M
|
347K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
286K+ 4.83% |
$11.4M - $12.4M
|
6.22M
$278M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
282K+ 4.07% |
$11.2M - $12.2M
|
7.22M
$323M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
267K+ 89.93% |
$10.6M - $11.5M
|
564K
$25.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 116.22% |
$9.61M - $10.4M
|
449K
$20.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
182K+ 21.3% |
$7.26M - $7.86M
|
1.04M
$46.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
176KNew |
$7M - $7.58M
|
176K
$7.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
156K+ 98.16% |
$6.22M - $6.73M
|
315K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
154KNew |
$6.13M - $6.64M
|
154K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
147K+ 23.0% |
$5.86M - $6.34M
|
786K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
132K+ 9.42% |
$5.25M - $5.69M
|
1.53M
$68.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128K+ 398.66% |
$5.09M - $5.51M
|
160K
$7.16M
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
121KNew |
$4.84M - $5.24M
|
121K
$5.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
114KNew |
$4.53M - $4.91M
|
114K
$5.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
110KNew |
$4.36M - $4.73M
|
110K
$4.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
99.9K+ 25.36% |
$3.98M - $4.31M
|
494K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
89K+ 10.45% |
$3.55M - $3.84M
|
941K
$42.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
87.7K+ 65.54% |
$3.5M - $3.79M
|
222K
$9.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
86.7K+ 22.37% |
$3.45M - $3.74M
|
474K
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.4K+ 1.43% |
$3.4M - $3.69M
|
6.04M
$271M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
78.7K+ 8.52% |
$3.14M - $3.4M
|
1M
$44.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72.1K+ 46.13% |
$2.87M - $3.11M
|
228K
$10.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
68.7K+ 7.05% |
$2.74M - $2.96M
|
1.04M
$46.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.8K+ 2.92% |
$2.58M - $2.8M
|
2.28M
$102M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
62.8KNew |
$2.5M - $2.71M
|
62.8K
$2.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
61.5K+ 6.33% |
$2.45M - $2.65M
|
1.03M
$46.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
60.8K+ 67.83% |
$2.42M - $2.62M
|
150K
$6.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
59.4K+ 382.92% |
$2.37M - $2.57M
|
75K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
57.1K+ 325.8% |
$2.27M - $2.46M
|
74.6K
$3.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
55.2K+ 60.26% |
$2.2M - $2.38M
|
147K
$6.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
51.8K+ 27.6% |
$2.07M - $2.24M
|
240K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
51.6K+ 33.25% |
$2.06M - $2.23M
|
207K
$9.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
46.5K+ 445.11% |
$1.85M - $2.01M
|
56.9K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
45.1K+ 193.04% |
$1.8M - $1.95M
|
68.4K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
44.1K+ 591.32% |
$1.76M - $1.9M
|
51.5K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.8KNew |
$1.66M - $1.8M
|
41.8K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
38.9K+ 129.87% |
$1.55M - $1.68M
|
68.9K
$3.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.9K+ 56.86% |
$1.55M - $1.68M
|
107K
$4.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.5K+ 3.92% |
$1.53M - $1.66M
|
1.02M
$45.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
37.7KNew |
$1.5M - $1.63M
|
37.7K
$1.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
BUY
|
- |
36.2K+ 6.54% |
$1.44M - $1.56M
|
590K
$26.4M
|
|