Purchases and Sales Made in Q4 2025 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
633K+ 3.55% |
$26.8M - $28.6M
|
18.5M
$827M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
153K+ 14.66% |
$6.47M - $6.9M
|
1.2M
$53.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
111KNew |
$4.71M - $5.02M
|
111K
$4.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
103KNew |
$4.35M - $4.64M
|
103K
$4.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
86.2K+ 859.79% |
$3.65M - $3.9M
|
96.3K
$4.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
69.5K+ 6.93% |
$2.94M - $3.14M
|
1.07M
$48.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
53.3K+ 6.65% |
$2.26M - $2.41M
|
854K
$38.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
53KNew |
$2.25M - $2.4M
|
53K
$2.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.1KNew |
$1.87M - $1.99M
|
44.1K
$1.98M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
42.5K+ 4.0% |
$1.8M - $1.92M
|
1.1M
$49.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41.8K+ 6.79% |
$1.77M - $1.89M
|
657K
$29.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
39.8K+ 29.51% |
$1.68M - $1.8M
|
175K
$7.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
35K+ 4.28% |
$1.48M - $1.58M
|
851K
$38.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.6K+ 114.06% |
$1.34M - $1.43M
|
59.3K
$2.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.4K+ 3.84% |
$1.12M - $1.19M
|
713K
$32M
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
19.4K+ 2.55% |
$822K - $877K
|
782K
$35M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
19.3K+ 7.88% |
$819K - $873K
|
265K
$11.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
18K+ 30.86% |
$762K - $813K
|
76.3K
$3.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 2.18% |
$730K - $779K
|
808K
$36.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
14.6K+ 3.9% |
$619K - $660K
|
389K
$17.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.4K+ 14.03% |
$611K - $652K
|
117K
$5.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
13.2K+ 1.28% |
$559K - $597K
|
1.05M
$46.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.8K+ 3.38% |
$542K - $578K
|
391K
$17.5M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.6K+ 15.22% |
$492K - $525K
|
87.9K
$3.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
11.2K+ 7.41% |
$476K - $508K
|
163K
$7.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.82K+ 36.88% |
$416K - $444K
|
36.5K
$1.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.3KNew |
$309K - $330K
|
7.3K
$327K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
7.26K+ 60.27% |
$307K - $328K
|
19.3K
$864K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.97K+ 0.67% |
$253K - $270K
|
897K
$40.2M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
5.49K+ 7.02% |
$232K - $248K
|
83.6K
$3.75M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.28K+ 12.64% |
$224K - $239K
|
47K
$2.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.26K+ 19.99% |
$223K - $238K
|
31.6K
$1.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.17K+ 2.05% |
$219K - $234K
|
257K
$11.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$214K - $229K
|
5.06K
$227K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.86KNew |
$206K - $220K
|
4.86K
$218K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.68KNew |
$198K - $211K
|
4.68K
$210K
|
|
|
Jan 16, 2026
Q4 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
4.61KNew |
$195K - $208K
|
4.61K
$206K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.39K+ 1.22% |
$186K - $198K
|
365K
$16.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.33K+ 1.57% |
$183K - $196K
|
280K
$12.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.17K+ 7.33% |
$177K - $189K
|
61.1K
$2.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.13K+ 29.74% |
$175K - $187K
|
18K
$808K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.1K+ 68.11% |
$174K - $185K
|
10.1K
$453K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.44K+ 2.44% |
$145K - $155K
|
144K
$6.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.06K+ 19.09% |
$130K - $138K
|
19.1K
$856K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.72K+ 3.03% |
$72.9K - $77.8K
|
58.5K
$2.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.66K+ 27.16% |
$70.2K - $74.9K
|
7.76K
$348K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 8.19% |
$68.8K - $73.4K
|
21.5K
$961K
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.6K+ 6.05% |
$67.8K - $72.3K
|
28.1K
$1.26M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
1.59KNew |
$67.3K - $71.8K
|
1.59K
$71.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.5K+ 1.33% |
$63.3K - $67.5K
|
114K
$5.09M
|
|