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 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-244- 3.03% |
$7.25K - $8.33K
|
7.82K
$278K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-295- 3.34% |
$8.76K - $10.1K
|
8.55K
$304K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-311- 2.83% |
$9.24K - $10.6K
|
10.7K
$380K
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-312- 3.15% |
$9.27K - $10.6K
|
9.61K
$342K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-317- 1.36% |
$9.41K - $10.8K
|
22.9K
$815K
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-335- 3.19% |
$9.95K - $11.4K
|
10.2K
$362K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-376- 6.58% |
$11.2K - $12.8K
|
5.34K
$190K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-404Closed |
$12K - $13.8K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
SELL
|
- |
-430- 5.32% |
$12.8K - $14.7K
|
7.65K
$272K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-441- 3.56% |
$13.1K - $15K
|
12K
$425K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-468Closed |
$13.9K - $16K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-499Closed |
$14.8K - $17K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-523Closed |
$15.5K - $17.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-537- 12.03% |
$15.9K - $18.3K
|
3.93K
$140K
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-570- 4.29% |
$16.9K - $19.4K
|
12.7K
$452K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-619Closed |
$18.4K - $21.1K
|
0
$0
|
|
|
Feb 13, 2025
Q1 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-774- 10.73% |
$23K - $26.4K
|
6.44K
$229K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-793- 4.95% |
$23.6K - $27.1K
|
15.2K
$541K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-805- 5.44% |
$23.9K - $27.5K
|
14K
$498K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-850- 9.36% |
$25.2K - $29K
|
8.24K
$293K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-901Closed |
$26.8K - $30.7K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 89.31% |
$30.3K - $34.8K
|
122
$4.34K
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.08K- 2.55% |
$32.1K - $36.8K
|
41.3K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.19K- 7.78% |
$35.2K - $40.4K
|
14K
$499K
|
|
|
Apr 27, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.3K- 10.22% |
$38.6K - $44.3K
|
11.4K
$406K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.39K- 8.46% |
$41.2K - $47.3K
|
15K
$534K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.4K- 1.37% |
$41.7K - $47.9K
|
101K
$3.59M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.44K- 19.33% |
$42.8K - $49.2K
|
6.02K
$214K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.48K- 18.69% |
$44K - $50.5K
|
6.44K
$229K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.57K- 2.91% |
$46.5K - $53.5K
|
52.3K
$1.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.6K- 5.83% |
$47.5K - $54.5K
|
25.8K
$918K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.87K- 21.22% |
$55.4K - $63.6K
|
6.92K
$246K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.87K- 18.42% |
$55.5K - $63.8K
|
8.28K
$294K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.92K- 1.73% |
$57K - $65.5K
|
109K
$3.88M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.94K- 2.47% |
$57.6K - $66.1K
|
76.4K
$2.72M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2K- 35.38% |
$59.4K - $68.3K
|
3.66K
$130K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.05KClosed |
$60.9K - $70K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.14K- 3.76% |
$63.4K - $72.8K
|
54.7K
$1.94M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.22K- 10.01% |
$66K - $75.8K
|
20K
$710K
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.56K- 6.0% |
$76.2K - $87.5K
|
40.1K
$1.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.85K- 3.07% |
$84.5K - $97.1K
|
89.9K
$3.2M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.28K- 1.39% |
$97.4K - $112K
|
233K
$8.3M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.48K- 8.74% |
$133K - $153K
|
46.8K
$1.67M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.96K- 3.78% |
$147K - $169K
|
126K
$4.49M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.05KClosed |
$150K - $172K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-5.62K- 68.76% |
$167K - $192K
|
2.56K
$90.9K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5.71K- 23.41% |
$169K - $195K
|
18.7K
$664K
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-6.19KClosed |
$184K - $211K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.28K- 11.13% |
$187K - $214K
|
50.2K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.3KClosed |
$187K - $215K
|
0
$0
|