Purchases and Sales Made in Q1 2024 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q1 2024. 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 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.15K- 12.04% |
$37.5K - $41.1K
|
8.42K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.16K- 13.14% |
$37.7K - $41.3K
|
7.66K
$266K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.23K- 5.08% |
$40K - $43.8K
|
23K
$797K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.45K- 1.35% |
$47.3K - $51.7K
|
106K
$3.68M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.48K- 2.5% |
$48.1K - $52.7K
|
57.5K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.51K- 16.07% |
$49.3K - $53.9K
|
7.9K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.62K- 1.71% |
$52.8K - $57.8K
|
93K
$3.23M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.75K- 12.99% |
$56.9K - $62.2K
|
11.7K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.9K- 21.4% |
$61.8K - $67.6K
|
6.96K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.98K- 4.7% |
$64.5K - $70.6K
|
40.2K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.07K- 0.95% |
$67.6K - $73.9K
|
217K
$7.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.2K- 91.91% |
$71.8K - $78.6K
|
194
$6.74K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.26K- 10.88% |
$73.5K - $80.4K
|
18.5K
$642K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.5K- 20.21% |
$81.6K - $89.3K
|
9.89K
$343K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.55K- 1.2% |
$83.1K - $90.9K
|
209K
$7.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.64K- 0.4% |
$86.1K - $94.2K
|
663K
$23M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.68K- 22.33% |
$87.3K - $95.5K
|
9.32K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.85K- 5.13% |
$92.8K - $102K
|
52.7K
$1.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-3.01K- 2.98% |
$97.9K - $107K
|
97.9K
$3.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-3.02K- 0.8% |
$98.3K - $108K
|
373K
$13M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.27K- 30.03% |
$106K - $116K
|
7.61K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.45K- 1.64% |
$113K - $123K
|
207K
$7.19M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.49K- 38.12% |
$114K - $125K
|
5.67K
$197K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.53K- 29.55% |
$115K - $126K
|
8.41K
$292K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 19.45% |
$121K - $133K
|
15.4K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.81K- 23.41% |
$124K - $136K
|
12.5K
$433K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.86K- 31.64% |
$126K - $138K
|
8.35K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.16K- 4.63% |
$136K - $148K
|
85.6K
$2.97M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.54K- 0.72% |
$148K - $162K
|
624K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.02K- 17.09% |
$164K - $179K
|
24.4K
$846K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5.36K- 2.55% |
$175K - $191K
|
205K
$7.12M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.58K- 39.44% |
$182K - $199K
|
8.56K
$297K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.83K- 14.51% |
$190K - $208K
|
34.3K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.87K- 14.65% |
$191K - $209K
|
34.2K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.9K- 11.52% |
$192K - $210K
|
45.3K
$1.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-6.04K- 2.91% |
$197K - $215K
|
201K
$7M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.19K- 22.39% |
$202K - $221K
|
21.5K
$745K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6.29K- 17.35% |
$205K - $224K
|
30K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.42K- 50.68% |
$209K - $229K
|
6.25K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.49K- 1.49% |
$212K - $231K
|
430K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.75K- 41.05% |
$220K - $241K
|
9.69K
$337K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.01K- 6.21% |
$261K - $285K
|
121K
$4.19M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.61K- 1.83% |
$281K - $307K
|
463K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.45K- 40.38% |
$308K - $337K
|
13.9K
$484K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-10.3K- 40.26% |
$334K - $365K
|
15.2K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.3K- 46.65% |
$399K - $437K
|
14K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-12.5K- 25.45% |
$406K - $445K
|
36.5K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.3K- 6.34% |
$435K - $476K
|
197K
$6.85M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-13.7K- 18.1% |
$446K - $488K
|
61.9K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 0.81% |
$507K - $555K
|
1.9M
$65.8M
|