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 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-22K- 92.51% |
$642K - $702K
|
1.78K
$63.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-23.4K- 7.38% |
$685K - $749K
|
294K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-24.3K- 1.13% |
$709K - $775K
|
2.12M
$75.3M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-35.5K- 5.51% |
$1.04M - $1.13M
|
609K
$21.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-37.5K- 68.64% |
$1.1M - $1.2M
|
17.2K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.8K- 1.09% |
$1.1M - $1.21M
|
3.44M
$122M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-37.8K- 55.73% |
$1.11M - $1.21M
|
30K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.3K- 82.39% |
$1.15M - $1.26M
|
8.4K
$299K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-41.4K- 7.93% |
$1.21M - $1.32M
|
481K
$17.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46.3K- 7.98% |
$1.35M - $1.48M
|
534K
$19M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54.1K- 11.02% |
$1.58M - $1.73M
|
437K
$15.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-56.1K- 24.21% |
$1.64M - $1.79M
|
176K
$6.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.5K- 27.19% |
$1.74M - $1.9M
|
159K
$5.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-79.6K- 98.58% |
$2.33M - $2.54M
|
1.14K
$40.6K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-93.4K- 24.94% |
$2.73M - $2.99M
|
281K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-157K- 24.77% |
$4.6M - $5.03M
|
478K
$17M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-167K- 51.0% |
$4.89M - $5.35M
|
161K
$5.71M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-346K- 21.51% |
$10.1M - $11.1M
|
1.26M
$44.9M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-393K- 30.22% |
$11.5M - $12.6M
|
907K
$32.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.32M- 43.58% |
$38.7M - $42.3M
|
1.71M
$61M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.35M- 3.32% |
$127M - $139M
|
127M
$4.5B
|