Purchases and Sales Made in Q1 2022 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.58K+ 9.14% |
$47K - $53.9K
|
18.9K
$671K
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.38K+ 0.49% |
$41K - $47.1K
|
283K
$10.1M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.37K+ 18.12% |
$40.8K - $46.9K
|
8.96K
$319K
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.3KNew |
$38.7K - $44.4K
|
1.3K
$46.3K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.28K+ 15.04% |
$38K - $43.7K
|
9.8K
$348K
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.22K+ 19.22% |
$36.3K - $41.7K
|
7.58K
$270K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.16K+ 0.9% |
$34.4K - $39.5K
|
131K
$4.64M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.12K+ 0.7% |
$33.2K - $38.1K
|
161K
$5.73M
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.1KNew |
$32.8K - $37.6K
|
1.1K
$39.2K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
986+ 6.3% |
$29.3K - $33.6K
|
16.6K
$592K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
911+ 107.18% |
$27.1K - $31.1K
|
1.76K
$62.6K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
884New |
$26.3K - $30.2K
|
884
$31.4K
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
812+ 5.92% |
$24.1K - $27.7K
|
14.5K
$517K
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
727+ 8.19% |
$21.6K - $24.8K
|
9.6K
$342K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
675+ 5.88% |
$20K - $23K
|
12.1K
$432K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
656New |
$19.5K - $22.4K
|
656
$23.3K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
622+ 4.5% |
$18.5K - $21.2K
|
14.5K
$514K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
617+ 165.42% |
$18.3K - $21.1K
|
990
$35.2K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
601+ 18.57% |
$17.8K - $20.5K
|
3.84K
$136K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
540+ 1.6% |
$16K - $18.4K
|
34.4K
$1.22M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
527New |
$15.7K - $18K
|
527
$18.7K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
402New |
$11.9K - $13.7K
|
402
$14.3K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
359New |
$10.7K - $12.2K
|
359
$12.8K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
321New |
$9.53K - $11K
|
321
$11.4K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
298+ 121.14% |
$8.85K - $10.2K
|
544
$19.3K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
292+ 1.61% |
$8.67K - $9.96K
|
18.4K
$653K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
290+ 114.62% |
$8.61K - $9.89K
|
543
$19.3K
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
227New |
$6.74K - $7.75K
|
227
$8.07K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
222+ 13.57% |
$6.59K - $7.57K
|
1.86K
$66.1K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
219+ 18.73% |
$6.5K - $7.47K
|
1.39K
$49.4K
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
214+ 2.54% |
$6.36K - $7.3K
|
8.65K
$308K
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
202+ 0.72% |
$6K - $6.89K
|
28.1K
$998K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
202New |
$6K - $6.89K
|
202
$7.18K
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
160+ 0.68% |
$4.75K - $5.46K
|
23.5K
$836K
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
160+ 0.63% |
$4.75K - $5.46K
|
25.4K
$905K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
158New |
$4.69K - $5.39K
|
158
$5.62K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
142New |
$4.22K - $4.85K
|
142
$5.05K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137+ 17.08% |
$4.07K - $4.67K
|
939
$33.4K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
133New |
$3.95K - $4.54K
|
133
$4.73K
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
130+ 0.79% |
$3.86K - $4.44K
|
16.7K
$593K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
122+ 36.86% |
$3.62K - $4.16K
|
453
$16.1K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
118+ 1.51% |
$3.5K - $4.03K
|
7.91K
$281K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
95New |
$2.82K - $3.24K
|
95
$3.38K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
75+ 105.63% |
$2.23K - $2.56K
|
146
$5.19K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
72New |
$2.14K - $2.46K
|
72
$2.56K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
67+ 1.08% |
$1.99K - $2.29K
|
6.25K
$222K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.13% |
$1.75K - $2.01K
|
46.9K
$1.67M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
59New |
$1.75K - $2.01K
|
59
$2.1K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 0.7% |
$1.28K - $1.47K
|
6.2K
$220K
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
43+ 0.08% |
$1.28K - $1.47K
|
56.6K
$2.01M
|