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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
338+ 1.34% |
$8.5K - $10.1K
|
25.6K
$909K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
312New |
$7.85K - $9.28K
|
312
$11.1K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
295+ 38.56% |
$7.42K - $8.77K
|
1.06K
$37.7K
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
293+ 1.54% |
$7.37K - $8.71K
|
19.4K
$688K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
276New |
$6.94K - $8.21K
|
276
$9.81K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
270New |
$6.79K - $8.03K
|
270
$9.6K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
217+ 2.08% |
$5.46K - $6.45K
|
10.6K
$378K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
211+ 11.73% |
$5.31K - $6.28K
|
2.01K
$71.5K
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
209+ 0.91% |
$5.26K - $6.22K
|
23.2K
$824K
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
199New |
$5K - $5.92K
|
199
$7.08K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
169+ 60.79% |
$4.25K - $5.03K
|
447
$15.9K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
159+ 1.91% |
$4K - $4.73K
|
8.49K
$302K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
155New |
$3.9K - $4.61K
|
155
$5.51K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
143New |
$3.6K - $4.25K
|
143
$5.09K
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
134+ 1.66% |
$3.37K - $3.99K
|
8.22K
$292K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
131+ 15.41% |
$3.29K - $3.9K
|
981
$34.9K
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
120+ 1.15% |
$3.02K - $3.57K
|
10.6K
$377K
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
90+ 0.51% |
$2.26K - $2.68K
|
17.9K
$636K
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
80+ 0.03% |
$2.01K - $2.38K
|
284K
$10.1M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
68New |
$1.71K - $2.02K
|
68
$2.42K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
58+ 1.76% |
$1.46K - $1.72K
|
3.35K
$119K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
55+ 24.89% |
$1.38K - $1.64K
|
276
$9.81K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
46+ 38.33% |
$1.16K - $1.37K
|
166
$5.9K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
39+ 1.74% |
$981 - $1.16K
|
2.28K
$81K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
35+ 0.19% |
$880 - $1.04K
|
18.1K
$643K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
32+ 0.36% |
$805 - $952
|
8.88K
$316K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27+ 34.18% |
$679 - $803
|
106
$3.77K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.91% |
$428 - $506
|
1.88K
$66.8K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14New |
$352 - $416
|
14
$498
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8+ 22.22% |
$201 - $238
|
44
$1.56K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
7+ 0.06% |
$176 - $208
|
11.4K
$407K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-19- 5.29% |
$478 - $565
|
340
$12.1K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-44- 0.07% |
$1.11K - $1.31K
|
66.8K
$2.38M
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-61- 0.59% |
$1.53K - $1.81K
|
10.3K
$366K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-85- 98.84% |
$2.14K - $2.53K
|
1
$35.6
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-86- 23.43% |
$2.16K - $2.56K
|
281
$9.99K
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-90Closed |
$2.26K - $2.68K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-118- 0.41% |
$2.97K - $3.51K
|
28.4K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-129- 88.36% |
$3.24K - $3.84K
|
17
$605
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-149- 0.38% |
$3.75K - $4.43K
|
39.1K
$1.39M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-155- 2.83% |
$3.9K - $4.61K
|
5.32K
$189K
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-259- 0.48% |
$6.51K - $7.7K
|
53.7K
$1.91M
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-287- 2.35% |
$7.22K - $8.54K
|
11.9K
$424K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-298- 6.52% |
$7.49K - $8.86K
|
4.27K
$152K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-312- 0.31% |
$7.85K - $9.28K
|
98.9K
$3.52M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-344- 0.78% |
$8.65K - $10.2K
|
44K
$1.56M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-371- 4.63% |
$9.33K - $11K
|
7.64K
$272K
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-374- 10.33% |
$9.41K - $11.1K
|
3.25K
$115K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-399- 32.36% |
$10K - $11.9K
|
834
$29.7K
|