Purchases and Sales Made in Q2 2023 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
279+ 1.11% |
$8.62K - $9.23K
|
25.4K
$904K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
265New |
$8.19K - $8.77K
|
265
$9.42K
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
262+ 14.0% |
$8.1K - $8.67K
|
2.13K
$75.9K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
258+ 0.56% |
$7.97K - $8.54K
|
46.4K
$1.65M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
255+ 2.17% |
$7.88K - $8.44K
|
12K
$427K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 14.48% |
$7.73K - $8.27K
|
1.98K
$70.3K
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
231+ 1.06% |
$7.14K - $7.64K
|
22K
$782K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
215New |
$6.65K - $7.11K
|
215
$7.65K
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
212+ 2.55% |
$6.55K - $7.02K
|
8.52K
$303K
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
212+ 0.54% |
$6.55K - $7.02K
|
39.2K
$1.39M
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
193+ 0.88% |
$5.97K - $6.39K
|
22.2K
$788K
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
160+ 0.98% |
$4.95K - $5.29K
|
16.4K
$584K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
157+ 6.08% |
$4.85K - $5.2K
|
2.74K
$97.4K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
155+ 1.22% |
$4.79K - $5.13K
|
12.8K
$456K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
141+ 1.67% |
$4.36K - $4.67K
|
8.59K
$305K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
130+ 16.43% |
$4.02K - $4.3K
|
921
$32.8K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
116New |
$3.59K - $3.84K
|
116
$4.12K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
102+ 0.96% |
$3.15K - $3.38K
|
10.7K
$380K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
88+ 1.04% |
$2.72K - $2.91K
|
8.57K
$305K
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
87+ 1.2% |
$2.69K - $2.88K
|
7.35K
$261K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
87+ 0.34% |
$2.69K - $2.88K
|
25.7K
$914K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
74+ 1.93% |
$2.29K - $2.45K
|
3.91K
$139K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
73+ 1.18% |
$2.26K - $2.42K
|
6.25K
$222K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
63New |
$1.95K - $2.08K
|
63
$2.24K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
58+ 0.45% |
$1.79K - $1.92K
|
12.9K
$460K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
46+ 23.12% |
$1.42K - $1.52K
|
245
$8.71K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
45New |
$1.39K - $1.49K
|
45
$1.6K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$1.24K - $1.32K
|
40
$1.42K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
23+ 0.09% |
$711 - $761
|
25.5K
$908K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 1.17% |
$649 - $695
|
1.82K
$64.7K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17+ 1.21% |
$525 - $563
|
1.42K
$50.5K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
14+ 0.64% |
$433 - $463
|
2.19K
$77.8K
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
14+ 0.15% |
$433 - $463
|
9.36K
$333K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 16.28% |
$433 - $463
|
100
$3.56K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
13+ 0.08% |
$402 - $430
|
17K
$606K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.07% |
$278 - $298
|
13.4K
$477K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.09% |
$278 - $298
|
10.3K
$368K
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8+ 0.02% |
$247 - $265
|
50.7K
$1.8M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7New |
$216 - $232
|
7
$249
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
5+ 0.12% |
$155 - $165
|
4.35K
$155K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4New |
$124 - $132
|
4
$142
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.01% |
$124 - $132
|
78.6K
$2.8M
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 1.41% |
$124 - $132
|
288
$10.2K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.28% |
$61.8 - $66.2
|
158
$5.62K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.77% |
$61.8 - $66.2
|
115
$4.09K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.94% |
$30.9 - $33.1
|
107
$3.8K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 5.0% |
$30.9 - $33.1
|
21
$747
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.74% |
$30.9 - $33.1
|
137
$4.87K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.09% |
$30.9 - $33.1
|
1.08K
$38.3K
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3- 0.02% |
$92.7 - $99.3
|
16.7K
$594K
|