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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 0.41% |
$65.5K - $71.6K
|
543K
$19.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 17.67% |
$66.9K - $73.2K
|
10.7K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.47K- 24.78% |
$72.3K - $79.1K
|
7.51K
$267K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.59K- 40.27% |
$75.6K - $82.7K
|
3.84K
$136K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.63K- 5.18% |
$76.9K - $84.1K
|
48.2K
$1.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.08K- 22.76% |
$89.9K - $98.3K
|
10.4K
$371K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 1.14% |
$91.8K - $100K
|
273K
$9.72M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.26K- 11.9% |
$95.3K - $104K
|
24.1K
$858K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.36K- 2.73% |
$98.3K - $108K
|
120K
$4.26M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.37K- 1.6% |
$98.5K - $108K
|
207K
$7.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-3.41K- 0.87% |
$99.6K - $109K
|
386K
$13.7M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-3.42K- 3.74% |
$99.9K - $109K
|
88K
$3.13M
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.43K- 1.16% |
$100K - $110K
|
292K
$10.4M
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.43K- 1.16% |
$100K - $110K
|
292K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.45K- 1.89% |
$101K - $110K
|
179K
$6.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-3.95K- 1.17% |
$115K - $126K
|
333K
$11.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3.96K- 14.38% |
$116K - $127K
|
23.6K
$838K
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-3.97K- 3.23% |
$116K - $127K
|
119K
$4.22M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.08K- 97.56% |
$119K - $130K
|
102
$3.63K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-4.68K- 26.6% |
$137K - $149K
|
12.9K
$459K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.76K- 3.07% |
$139K - $152K
|
150K
$5.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4.86K- 1.74% |
$142K - $155K
|
274K
$9.76M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.22K- 27.26% |
$152K - $167K
|
13.9K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.35K- 21.83% |
$156K - $171K
|
19.2K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-5.59K- 4.49% |
$163K - $179K
|
119K
$4.23M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.85K- 2.84% |
$200K - $219K
|
234K
$8.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-7.06K- 5.07% |
$206K - $226K
|
132K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.13K- 45.83% |
$209K - $228K
|
8.43K
$300K
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-8.2K- 17.25% |
$240K - $262K
|
39.3K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.29K- 70.87% |
$242K - $265K
|
3.41K
$121K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.33K- 19.13% |
$243K - $266K
|
35.2K
$1.25M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.78K- 17.23% |
$257K - $281K
|
42.2K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-8.91K- 26.93% |
$260K - $285K
|
24.2K
$859K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-9.31K- 1.62% |
$272K - $298K
|
566K
$20.1M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.54K- 1.81% |
$279K - $305K
|
518K
$18.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-9.81K- 52.16% |
$287K - $313K
|
8.99K
$320K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9.91K- 82.01% |
$290K - $317K
|
2.17K
$77.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-10.9K- 3.9% |
$319K - $349K
|
269K
$9.55M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.7K- 33.12% |
$343K - $375K
|
23.7K
$842K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-13.3K- 46.43% |
$388K - $424K
|
15.3K
$545K
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-13.4K- 58.87% |
$391K - $428K
|
9.35K
$332K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-13.6KClosed |
$397K - $435K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15K- 9.95% |
$438K - $479K
|
136K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-15.2K- 10.99% |
$445K - $487K
|
123K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.6K- 39.19% |
$457K - $500K
|
24.3K
$862K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-16.8K- 3.47% |
$492K - $538K
|
468K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.3K- 10.73% |
$505K - $552K
|
144K
$5.11M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-17.6K- 7.0% |
$514K - $563K
|
234K
$8.32M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20.1K- 8.11% |
$588K - $643K
|
228K
$8.11M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.4K- 51.53% |
$626K - $684K
|
20.1K
$716K
|