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 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
372+ 0.68% |
$10.9K - $11.9K
|
55.2K
$1.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
347+ 3.31% |
$10.1K - $11.1K
|
10.8K
$385K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
342+ 1.05% |
$10K - $10.9K
|
32.8K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
340New |
$9.94K - $10.9K
|
340
$12.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
298+ 1.23% |
$8.71K - $9.53K
|
24.5K
$871K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
277+ 0.45% |
$8.1K - $8.86K
|
62.5K
$2.22M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
257+ 0.3% |
$7.51K - $8.22K
|
86.3K
$3.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
253+ 1.52% |
$7.4K - $8.09K
|
16.9K
$601K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
235+ 1.09% |
$6.87K - $7.51K
|
21.7K
$773K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$5.85K - $6.39K
|
200
$7.11K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
189+ 58.33% |
$5.53K - $6.04K
|
513
$18.2K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
177+ 2.18% |
$5.18K - $5.66K
|
8.3K
$295K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
162+ 3.36% |
$4.74K - $5.18K
|
4.99K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
156New |
$4.56K - $4.99K
|
156
$5.55K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136New |
$3.98K - $4.35K
|
136
$4.84K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
126New |
$3.68K - $4.03K
|
126
$4.48K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
122New |
$3.57K - $3.9K
|
122
$4.34K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
94+ 11.46% |
$2.75K - $3.01K
|
914
$32.5K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
83+ 276.67% |
$2.43K - $2.65K
|
113
$4.02K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 173.81% |
$2.13K - $2.33K
|
115
$4.09K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
60+ 0.27% |
$1.75K - $1.92K
|
22.5K
$799K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
40+ 7.22% |
$1.17K - $1.28K
|
594
$21.1K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
30+ 11.58% |
$877 - $959
|
289
$10.3K
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
29+ 0.0% |
$848 - $927
|
748K
$26.6M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
27+ 20.15% |
$789 - $863
|
161
$5.73K
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
25+ 0.05% |
$731 - $799
|
49.8K
$1.77M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22+ 34.38% |
$643 - $703
|
86
$3.06K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21New |
$614 - $671
|
21
$747
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$439 - $480
|
15
$533
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13+ 0.1% |
$380 - $416
|
13.5K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
12+ 0.06% |
$351 - $384
|
21.8K
$775K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11+ 0.15% |
$322 - $352
|
7.51K
$267K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
3New |
$87.7 - $95.9
|
3
$107
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1- -0.0% |
$29.2 - $32
|
5.79M
$206M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-17- 7.14% |
$497 - $543
|
221
$7.86K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17- 0.18% |
$497 - $543
|
9.63K
$342K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-27- 0.04% |
$789 - $863
|
61.6K
$2.19M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-30- 0.25% |
$877 - $959
|
11.9K
$424K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-51- 0.2% |
$1.49K - $1.63K
|
25.6K
$911K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-86- 27.56% |
$2.51K - $2.75K
|
226
$8.04K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-104- 0.11% |
$3.04K - $3.32K
|
97.9K
$3.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-117- 1.28% |
$3.42K - $3.74K
|
9K
$320K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-163- 36.47% |
$4.77K - $5.21K
|
284
$10.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-178- 3.04% |
$5.2K - $5.69K
|
5.68K
$202K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-187- 1.82% |
$5.47K - $5.98K
|
10.1K
$359K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-204- 2.94% |
$5.96K - $6.52K
|
6.74K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-207- 4.25% |
$6.05K - $6.62K
|
4.67K
$166K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-210- 19.44% |
$6.14K - $6.71K
|
870
$30.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-225- 11.53% |
$6.58K - $7.19K
|
1.73K
$61.4K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-242- 2.23% |
$7.08K - $7.74K
|
10.6K
$378K
|