Purchases and Sales Made in Q3 2022 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
24.4KNew |
$614K - $726K
|
24.4K
$869K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24.2KNew |
$609K - $721K
|
24.2K
$862K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
22.7K+ 39.35% |
$572K - $676K
|
80.5K
$2.86M
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
22.7KNew |
$571K - $676K
|
22.7K
$808K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
22.3K+ 37.88% |
$561K - $664K
|
81.2K
$2.89M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21K+ 15.52% |
$528K - $625K
|
156K
$5.56M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
20.6KNew |
$517K - $612K
|
20.6K
$732K
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20.1K+ 3.26% |
$505K - $597K
|
636K
$22.6M
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
19.8K+ 15.58% |
$498K - $588K
|
147K
$5.22M
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19.8K+ 2.78% |
$497K - $588K
|
730K
$25.9M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.8K+ 131.15% |
$497K - $588K
|
34.8K
$1.24M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19.5K+ 11.62% |
$489K - $578K
|
187K
$6.64M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 80.2% |
$482K - $570K
|
43.1K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.9K+ 33.73% |
$475K - $562K
|
74.9K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 4.04% |
$475K - $561K
|
487K
$17.3M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18.8K+ 2.27% |
$473K - $559K
|
847K
$30.1M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18.5K+ 76.09% |
$465K - $550K
|
42.8K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.4K+ 118.47% |
$464K - $548K
|
34K
$1.21M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
18.4K+ 13.09% |
$462K - $547K
|
159K
$5.64M
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16.3K+ 11.67% |
$410K - $485K
|
156K
$5.55M
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
BUY
|
- |
16K+ 21.77% |
$402K - $475K
|
89.3K
$3.18M
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
15.2K+ 9.24% |
$383K - $453K
|
180K
$6.4M
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
15K+ 5.14% |
$377K - $446K
|
307K
$10.9M
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
14.5K+ 8.84% |
$365K - $432K
|
179K
$6.36M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.4K+ 77.06% |
$362K - $428K
|
33.1K
$1.18M
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
14K+ 8.55% |
$351K - $416K
|
178K
$6.31M
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13.8KNew |
$347K - $410K
|
13.8K
$490K
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
13.5KNew |
$339K - $401K
|
13.5K
$480K
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
13.3KNew |
$333K - $394K
|
13.3K
$471K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11K+ 49.03% |
$276K - $326K
|
33.3K
$1.19M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 4.3% |
$267K - $316K
|
258K
$9.17M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.93K+ 6.58% |
$250K - $295K
|
161K
$5.72M
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.72K+ 40.43% |
$244K - $289K
|
33.8K
$1.2M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.52K+ 10.59% |
$239K - $283K
|
99.4K
$3.53M
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
9.35K+ 7.56% |
$235K - $278K
|
133K
$4.73M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.06K+ 23.09% |
$228K - $270K
|
48.3K
$1.72M
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
8.92K+ 103.12% |
$224K - $265K
|
17.6K
$625K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8.68K+ 66.3% |
$218K - $258K
|
21.8K
$774K
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
8.59K+ 3.11% |
$216K - $255K
|
284K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.49K+ 8.73% |
$188K - $223K
|
93.2K
$3.31M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.46KNew |
$188K - $222K
|
7.46K
$265K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.37K+ 40.27% |
$185K - $219K
|
25.7K
$913K
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
7.04K+ 69.79% |
$177K - $209K
|
17.1K
$609K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.17K+ 13.64% |
$155K - $183K
|
51.4K
$1.83M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.83K+ 3.99% |
$147K - $173K
|
152K
$5.4M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.8K+ 1.55% |
$146K - $172K
|
381K
$13.5M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.79K+ 35.28% |
$146K - $172K
|
22.2K
$790K
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
BUY
|
- |
5.57K+ 36.38% |
$140K - $166K
|
20.9K
$742K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.33K+ 82.81% |
$134K - $159K
|
11.8K
$419K
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
5.27K+ 5.67% |
$133K - $157K
|
98.3K
$3.49M
|