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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.46K+ 21.88% |
$101K - $111K
|
19.3K
$686K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.98K+ 2.0% |
$87.2K - $95.3K
|
152K
$5.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.94K+ 29.53% |
$85.9K - $93.9K
|
12.9K
$458K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.9K+ 4.13% |
$84.8K - $92.7K
|
73.1K
$2.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.85K+ 14.8% |
$83.2K - $91K
|
22.1K
$785K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.57KNew |
$75.2K - $82.2K
|
2.57K
$91.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.57K+ 1.03% |
$75K - $82K
|
251K
$8.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.55K+ 1.52% |
$74.5K - $81.5K
|
170K
$6.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.4K+ 5.49% |
$70.2K - $76.8K
|
46.1K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.17K+ 26.69% |
$63.5K - $69.5K
|
10.3K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
2.15K+ 1.77% |
$63K - $68.9K
|
124K
$4.41M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.09K+ 1.25% |
$61.1K - $66.8K
|
169K
$6M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.05KNew |
$59.9K - $65.4K
|
2.05K
$72.8K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.97K+ 5.83% |
$57.5K - $62.9K
|
35.7K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.88K+ 4.39% |
$55.1K - $60.2K
|
44.8K
$1.59M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.8KNew |
$52.6K - $57.5K
|
1.8K
$64K
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
1.66K+ 3.19% |
$48.5K - $53.1K
|
53.7K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 7.33% |
$48.1K - $52.6K
|
24.1K
$856K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.61K+ 9.58% |
$47.1K - $51.5K
|
18.4K
$655K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.6K+ 20.14% |
$46.9K - $51.3K
|
9.57K
$340K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.46K+ 10.77% |
$42.7K - $46.6K
|
15K
$534K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.36K+ 8.51% |
$39.7K - $43.4K
|
17.3K
$616K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.36K+ 2.49% |
$39.6K - $43.4K
|
55.8K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.33K+ 2.29% |
$38.8K - $42.5K
|
59.4K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.29K+ 3.84% |
$37.7K - $41.2K
|
34.9K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.29K+ 14.39% |
$37.7K - $41.2K
|
10.2K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 4.22% |
$36K - $39.4K
|
30.4K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.13K+ 35.15% |
$33K - $36.1K
|
4.35K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.09K+ 0.67% |
$31.9K - $34.9K
|
165K
$5.86M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 15.49% |
$31.4K - $34.4K
|
8.01K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.05K+ 5.04% |
$30.8K - $33.7K
|
22K
$782K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$29.9K - $32.7K
|
1.02K
$36.3K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
954New |
$27.9K - $30.5K
|
954
$33.9K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
919New |
$26.9K - $29.4K
|
919
$32.7K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
728New |
$21.3K - $23.3K
|
728
$25.9K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
679+ 3.65% |
$19.9K - $21.7K
|
19.3K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
665+ 0.48% |
$19.4K - $21.3K
|
139K
$4.93M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
648+ 2.65% |
$18.9K - $20.7K
|
25.1K
$894K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
605+ 19.39% |
$17.7K - $19.3K
|
3.73K
$132K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
576+ 3031.58% |
$16.8K - $18.4K
|
595
$21.2K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
563+ 3.89% |
$16.5K - $18K
|
15K
$535K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
547+ 1.28% |
$16K - $17.5K
|
43.3K
$1.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
540New |
$15.8K - $17.3K
|
540
$19.2K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
520New |
$15.2K - $16.6K
|
520
$18.5K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
451New |
$13.2K - $14.4K
|
451
$16K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
451+ 4.92% |
$13.2K - $14.4K
|
9.63K
$342K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
448+ 3.83% |
$13.1K - $14.3K
|
12.1K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
409New |
$12K - $13.1K
|
409
$14.5K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
408+ 3.33% |
$11.9K - $13K
|
12.7K
$450K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
374+ 124.25% |
$10.9K - $12K
|
675
$24K
|