Purchases and Sales Made in Q2 2022 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-344- 0.31% |
$9.67K - $11.2K
|
109K
$3.87M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-402Closed |
$11.3K - $13.1K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-403- 0.85% |
$11.3K - $13.1K
|
46.9K
$1.67M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-453Closed |
$12.7K - $14.7K
|
0
$0
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-495- 0.12% |
$13.9K - $16.1K
|
403K
$14.3M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-527Closed |
$14.8K - $17.1K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-560- 6.56% |
$15.7K - $18.2K
|
7.98K
$284K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-573- 4.67% |
$16.1K - $18.6K
|
11.7K
$416K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-595- 4.25% |
$16.7K - $19.3K
|
13.4K
$476K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-701- 1.34% |
$19.7K - $22.8K
|
51.5K
$1.83M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-750- 6.71% |
$21.1K - $24.4K
|
10.4K
$371K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-769- 77.68% |
$21.6K - $25K
|
221
$7.86K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-782- 5.99% |
$22K - $25.4K
|
12.3K
$436K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-884Closed |
$24.8K - $28.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-892- 10.79% |
$25.1K - $29K
|
7.37K
$262K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-911- 51.73% |
$25.6K - $29.6K
|
850
$30.2K
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-932- 10.48% |
$26.2K - $30.3K
|
7.96K
$283K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-965- 9.85% |
$27.1K - $31.4K
|
8.83K
$314K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-977- 25.46% |
$27.5K - $31.8K
|
2.86K
$102K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-983- 11.88% |
$27.6K - $32K
|
7.29K
$259K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.3KClosed |
$36.6K - $42.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.36KClosed |
$38.2K - $44.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.46K- 6.02% |
$41.1K - $47.5K
|
22.8K
$812K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.5KClosed |
$42.1K - $48.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.5K- 3.64% |
$42.2K - $48.9K
|
39.8K
$1.42M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.55K- 7.54% |
$43.7K - $50.5K
|
19.1K
$678K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.56K- 7.15% |
$43.9K - $50.9K
|
20.3K
$722K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.6K- 25.77% |
$44.9K - $52K
|
4.6K
$164K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.62KClosed |
$45.6K - $52.7K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.74K- 8.69% |
$48.8K - $56.4K
|
18.2K
$648K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.79K- 35.52% |
$50.2K - $58K
|
3.24K
$115K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.82K- 0.43% |
$51.1K - $59.2K
|
419K
$14.9M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.86KClosed |
$52.2K - $60.4K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.9K- 0.31% |
$53.5K - $61.9K
|
604K
$21.5M
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.02K- 3.35% |
$56.8K - $65.7K
|
58.4K
$2.07M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.21K- 29.56% |
$62K - $71.7K
|
5.25K
$187K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.27K- 50.79% |
$63.8K - $73.9K
|
2.2K
$78.3K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.44K- 0.44% |
$68.5K - $79.2K
|
555K
$19.7M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.52K- 5.33% |
$70.8K - $81.9K
|
44.8K
$1.59M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.6K- 18.54% |
$73.1K - $84.6K
|
11.4K
$407K
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
SELL
|
- |
-2.68K- 22.78% |
$75.4K - $87.2K
|
9.09K
$323K
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.82K- 0.57% |
$79.3K - $91.8K
|
488K
$17.4M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.12K- 25.26% |
$87.8K - $102K
|
9.24K
$329K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.49K- 95.51% |
$98.1K - $114K
|
164
$5.83K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.55K- 49.38% |
$99.6K - $115K
|
3.63K
$129K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.78K- 13.45% |
$106K - $123K
|
24.3K
$864K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.88K- 22.07% |
$109K - $126K
|
13.7K
$487K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.3K- 5.93% |
$121K - $140K
|
68.2K
$2.42M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.34K- 9.71% |
$122K - $141K
|
40.3K
$1.43M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.34K- 9.71% |
$122K - $141K
|
40.3K
$1.43M
|