Purchases and Sales Made in Q2 2024 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8.88K+ 1.25% |
$303K - $324K
|
719K
$25.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.82KNew |
$302K - $322K
|
8.82K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.81K+ 22.68% |
$301K - $322K
|
47.7K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.64KNew |
$295K - $315K
|
8.64K
$307K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.57K+ 0.93% |
$293K - $313K
|
932K
$33.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
8.53K+ 8.71% |
$292K - $311K
|
106K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
8.5K+ 1.95% |
$290K - $310K
|
444K
$15.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
8.14K+ 0.73% |
$278K - $297K
|
1.13M
$40.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.04K+ 19.77% |
$275K - $294K
|
48.7K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.74K+ 136.46% |
$264K - $282K
|
13.4K
$477K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
7.46KNew |
$255K - $272K
|
7.46K
$265K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.4K+ 0.32% |
$253K - $270K
|
2.34M
$83.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
7.31KNew |
$250K - $267K
|
7.31K
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.22KNew |
$247K - $264K
|
7.22K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
7.22K+ 12.12% |
$247K - $264K
|
66.8K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.7KNew |
$229K - $244K
|
6.7K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.69KNew |
$229K - $244K
|
6.69K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.53K+ 23.56% |
$223K - $238K
|
34.2K
$1.22M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.41KNew |
$219K - $234K
|
6.41K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.28KNew |
$215K - $229K
|
6.28K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.26KNew |
$214K - $228K
|
6.26K
$222K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
6.23K+ 3.59% |
$213K - $227K
|
180K
$6.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.21KNew |
$212K - $227K
|
6.21K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.08KNew |
$208K - $222K
|
6.08K
$216K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.92K+ 3.75% |
$202K - $216K
|
164K
$5.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.91KNew |
$202K - $216K
|
5.91K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.84KNew |
$200K - $213K
|
5.84K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.82K+ 4.58% |
$199K - $212K
|
133K
$4.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.8K+ 69.01% |
$198K - $212K
|
14.2K
$505K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.79KNew |
$198K - $211K
|
5.79K
$206K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.63K+ 5.65% |
$192K - $205K
|
105K
$3.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.53K+ 5.64% |
$189K - $202K
|
104K
$3.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.47K+ 5.05% |
$187K - $200K
|
114K
$4.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.1K+ 14.87% |
$175K - $186K
|
39.4K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.05K+ 36.17% |
$173K - $184K
|
19K
$676K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.7K+ 1.76% |
$161K - $172K
|
271K
$9.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
4.67K+ 3.73% |
$159K - $170K
|
130K
$4.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.66K+ 8.23% |
$159K - $170K
|
61.3K
$2.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
4.64K+ 0.85% |
$159K - $170K
|
552K
$19.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.57K+ 7.17% |
$156K - $167K
|
68.3K
$2.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.54K+ 47.12% |
$155K - $166K
|
14.2K
$504K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.51K+ 54.41% |
$154K - $164K
|
12.8K
$455K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.49K+ 0.96% |
$153K - $164K
|
474K
$16.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.44KNew |
$152K - $162K
|
4.44K
$158K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.23K+ 0.64% |
$145K - $155K
|
667K
$23.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.16K+ 3.61% |
$142K - $152K
|
119K
$4.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.99K+ 0.82% |
$136K - $146K
|
491K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.85K+ 7.18% |
$131K - $140K
|
57.4K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.81K+ 2.3% |
$130K - $139K
|
170K
$6.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 0.98% |
$130K - $139K
|
392K
$13.9M
|