Purchases and Sales Made in Q1 2023 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q1 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.2M+ 227.53% |
$123M - $134M
|
6.04M
$215M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.09M+ 586.28% |
$90.2M - $98.7M
|
3.61M
$128M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51M+ 1412.66% |
$44M - $48.2M
|
1.61M
$57.4M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.03M+ 905.94% |
$30M - $32.8M
|
1.14M
$40.6M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
820K+ 33.56% |
$24M - $26.2M
|
3.26M
$116M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
615K+ 2564.62% |
$18M - $19.7M
|
639K
$22.7M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
613KNew |
$17.9M - $19.6M
|
613K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
553K+ 8.64% |
$16.2M - $17.7M
|
6.95M
$247M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
477K+ 99.0% |
$13.9M - $15.2M
|
958K
$34.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
460KNew |
$13.4M - $14.7M
|
460K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
387K+ 8.21% |
$11.3M - $12.4M
|
5.1M
$181M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
359K+ 13.99% |
$10.5M - $11.5M
|
2.92M
$104M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
333KNew |
$9.74M - $10.6M
|
333K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 48.62% |
$7.75M - $8.48M
|
810K
$28.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
236K+ 4.06% |
$6.9M - $7.54M
|
6.04M
$215M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
234K+ 240.42% |
$6.84M - $7.48M
|
331K
$11.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
232KNew |
$6.78M - $7.41M
|
232K
$8.24M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
223K+ 356.81% |
$6.53M - $7.14M
|
286K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
222KNew |
$6.5M - $7.11M
|
222K
$7.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
210K+ 1732.52% |
$6.14M - $6.71M
|
222K
$7.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
209KNew |
$6.13M - $6.7M
|
209K
$7.45M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
203K+ 37.91% |
$5.95M - $6.5M
|
740K
$26.3M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
203K+ 57.0% |
$5.94M - $6.5M
|
560K
$19.9M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
156KNew |
$4.57M - $5M
|
156K
$5.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
140K+ 3.82% |
$4.1M - $4.49M
|
3.81M
$136M
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
138K+ 19.2% |
$4.04M - $4.41M
|
857K
$30.5M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
133KNew |
$3.88M - $4.24M
|
133K
$4.72M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132K+ 33.32% |
$3.86M - $4.22M
|
528K
$18.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
123K+ 65.34% |
$3.59M - $3.93M
|
311K
$11.1M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
122K+ 13.88% |
$3.57M - $3.91M
|
1M
$35.7M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
118KNew |
$3.46M - $3.78M
|
118K
$4.2M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
113K+ 63.48% |
$3.31M - $3.62M
|
291K
$10.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
112K+ 18.25% |
$3.29M - $3.59M
|
728K
$25.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
112K+ 101.25% |
$3.28M - $3.59M
|
223K
$7.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
112K+ 19.86% |
$3.27M - $3.58M
|
675K
$24M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
94.3K+ 5.07% |
$2.76M - $3.02M
|
1.95M
$69.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
87K+ 8.49% |
$2.54M - $2.78M
|
1.11M
$39.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.8K+ 11.57% |
$2.51M - $2.74M
|
827K
$29.4M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
83.1K+ 6.24% |
$2.43M - $2.66M
|
1.41M
$50.3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
82K+ 9.98% |
$2.4M - $2.62M
|
903K
$32.1M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
81.2K+ 6.1% |
$2.37M - $2.6M
|
1.41M
$50.2M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
71.8K+ 13.37% |
$2.1M - $2.3M
|
609K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
66.9KNew |
$1.96M - $2.14M
|
66.9K
$2.38M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
56.9K+ 312.39% |
$1.66M - $1.82M
|
75.1K
$2.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
56.8K+ 24.93% |
$1.66M - $1.82M
|
285K
$10.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
53.1K+ 15.2% |
$1.55M - $1.7M
|
403K
$14.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
49.5K+ 9.28% |
$1.45M - $1.58M
|
582K
$20.7M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.2KNew |
$1.44M - $1.57M
|
49.2K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.2KNew |
$1.44M - $1.57M
|
49.2K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48K+ 33.51% |
$1.4M - $1.54M
|
191K
$6.81M
|