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 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
46.4K+ 93.7% |
$1.36M - $1.48M
|
95.8K
$3.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
45.1K+ 8.73% |
$1.32M - $1.44M
|
561K
$20M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40K+ 12.75% |
$1.17M - $1.28M
|
354K
$12.6M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
38.1KNew |
$1.11M - $1.22M
|
38.1K
$1.35M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
37.2K+ 14.25% |
$1.09M - $1.19M
|
298K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.3K+ 444.19% |
$916K - $1M
|
38.4K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
31.1K+ 7.04% |
$910K - $995K
|
473K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.9K+ 6.8% |
$904K - $989K
|
485K
$17.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.2KNew |
$855K - $935K
|
29.2K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.6KNew |
$837K - $916K
|
28.6K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
28.1K+ 12.13% |
$822K - $899K
|
260K
$9.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
28K+ 4.64% |
$818K - $895K
|
631K
$22.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27.7K+ 37.6% |
$811K - $887K
|
102K
$3.61M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
27.4KNew |
$801K - $876K
|
27.4K
$974K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26.9K+ 5.74% |
$787K - $860K
|
496K
$17.6M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
25.4K+ 4.53% |
$743K - $812K
|
586K
$20.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.8K+ 24.97% |
$725K - $792K
|
124K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.7K+ 5.45% |
$723K - $791K
|
478K
$17M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
24.7K+ 7.12% |
$723K - $790K
|
372K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24.4K+ 39.29% |
$715K - $782K
|
86.7K
$3.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.8KNew |
$695K - $760K
|
23.8K
$846K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.9K+ 50.97% |
$640K - $700K
|
64.9K
$2.31M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.2KNew |
$621K - $679K
|
21.2K
$755K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
20.5KNew |
$600K - $657K
|
20.5K
$730K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
18.4KNew |
$537K - $587K
|
18.4K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.4K+ 123.5% |
$537K - $587K
|
33.2K
$1.18M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
18.1KNew |
$529K - $579K
|
18.1K
$644K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
17.9K+ 10.77% |
$523K - $572K
|
184K
$6.54M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.2K+ 14348.67% |
$474K - $518K
|
16.3K
$581K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
16.1K+ 4.93% |
$470K - $513K
|
342K
$12.2M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15.4K+ 8.9% |
$451K - $493K
|
189K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
15.3K+ 120.26% |
$448K - $490K
|
28.1K
$998K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.3K+ 32480.85% |
$446K - $488K
|
15.3K
$545K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15K+ 51.56% |
$439K - $480K
|
44.2K
$1.57M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1K+ 147.46% |
$413K - $451K
|
23.7K
$842K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
14K+ 1.48% |
$410K - $448K
|
959K
$34.1M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13.6K+ 36.59% |
$396K - $433K
|
50.6K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
12.4K+ 6.66% |
$363K - $397K
|
199K
$7.08M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
12.4K+ 29.34% |
$363K - $396K
|
54.7K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4K+ 139.2% |
$361K - $395K
|
21.2K
$755K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
11.8KNew |
$346K - $379K
|
11.8K
$421K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
11.7K+ 18.32% |
$342K - $374K
|
75.7K
$2.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
11.6K+ 4.49% |
$341K - $372K
|
271K
$9.63M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
11.5K+ 10.52% |
$336K - $367K
|
121K
$4.29M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.2K+ 24.69% |
$326K - $357K
|
56.3K
$2M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.9K+ 1.11% |
$318K - $348K
|
987K
$35.1M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$310K - $339K
|
10.6K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 17.52% |
$303K - $331K
|
69.5K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
10.2K+ 36.33% |
$299K - $326K
|
38.3K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.69K+ 61.71% |
$283K - $310K
|
25.4K
$903K
|