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
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-270- 0.53% |
$7.89K - $8.63K
|
50.7K
$1.8M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-276- 71.88% |
$8.07K - $8.82K
|
108
$3.84K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-288- 6.75% |
$8.42K - $9.21K
|
3.98K
$141K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-288- 84.46% |
$8.42K - $9.21K
|
53
$1.88K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-300- 2.51% |
$8.77K - $9.59K
|
11.6K
$414K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-340Closed |
$9.94K - $10.9K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-350- 5.44% |
$10.2K - $11.2K
|
6.09K
$216K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-354- 3.48% |
$10.4K - $11.3K
|
9.81K
$349K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-402- 0.51% |
$11.8K - $12.9K
|
78.6K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-426- 1.89% |
$12.5K - $13.6K
|
22.1K
$786K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-431- 6.52% |
$12.6K - $13.8K
|
6.18K
$220K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-470- 3.98% |
$13.7K - $15K
|
11.3K
$403K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-502- 6.12% |
$14.7K - $16K
|
7.7K
$274K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-517- 5.77% |
$15.1K - $16.5K
|
8.45K
$300K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-535- 5.34% |
$15.6K - $17.1K
|
9.49K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-576- 96.81% |
$16.8K - $18.4K
|
19
$676
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-615- 8.48% |
$18K - $19.7K
|
6.64K
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-704- 13.46% |
$20.6K - $22.5K
|
4.53K
$161K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-748- 66.14% |
$21.9K - $23.9K
|
383
$13.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-766- 1.78% |
$22.4K - $24.5K
|
42.4K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-835- 0.95% |
$24.4K - $26.7K
|
87.2K
$3.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-899- 4.3% |
$26.3K - $28.7K
|
20K
$711K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-913- 9.13% |
$26.7K - $29.2K
|
9.09K
$323K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-965- 12.52% |
$28.2K - $30.9K
|
6.74K
$240K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-976- 11.34% |
$28.5K - $31.2K
|
7.63K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1K- 5.93% |
$29.2K - $32K
|
15.9K
$564K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.04K- 5.0% |
$30.4K - $33.2K
|
19.8K
$703K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.05K- 95.27% |
$30.6K - $33.5K
|
52
$1.85K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.07K- 7.41% |
$31.4K - $34.3K
|
13.4K
$477K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.08K- 5.95% |
$31.5K - $34.4K
|
17K
$605K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.1K- 8.0% |
$32.3K - $35.3K
|
12.7K
$451K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.12K- 7.96% |
$32.6K - $35.7K
|
12.9K
$459K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 5.73% |
$32.8K - $35.9K
|
18.5K
$657K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.18K- 4.08% |
$34.5K - $37.8K
|
27.8K
$987K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.21K- 11.02% |
$35.2K - $38.5K
|
9.73K
$346K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.31K- 5.17% |
$38.2K - $41.8K
|
24K
$853K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.32K- 29.98% |
$38.6K - $42.2K
|
3.08K
$110K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.5K- 11.34% |
$44K - $48.1K
|
11.8K
$418K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.51K- 3.44% |
$44.1K - $48.2K
|
42.3K
$1.51M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.56K- 0.17% |
$45.6K - $49.9K
|
909K
$32.3M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.93K- 10.35% |
$56.4K - $61.7K
|
16.7K
$594K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.96K- 13.45% |
$57.4K - $62.8K
|
12.6K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.97K- 1.83% |
$57.5K - $62.9K
|
106K
$3.76M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.98K- 5.53% |
$57.8K - $63.2K
|
33.8K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.04K- 7.18% |
$59.7K - $65.3K
|
26.4K
$938K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.07K- 5.35% |
$60.4K - $66.1K
|
36.6K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.14K- 5.38% |
$62.5K - $68.4K
|
37.6K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.15K- 94.71% |
$62.8K - $68.7K
|
120
$4.27K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.17K- 15.3% |
$63.3K - $69.2K
|
12K
$426K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.2K- 20.63% |
$64.4K - $70.5K
|
8.48K
$302K
|