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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-416Closed |
$10.5K - $12.4K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-431- 2.04% |
$10.8K - $12.8K
|
20.7K
$737K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-439- 1.16% |
$11K - $13.1K
|
37.4K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-440- 14.22% |
$11.1K - $13.1K
|
2.65K
$94.4K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-448- 3.69% |
$11.3K - $13.3K
|
11.7K
$416K
|
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-570- 6.18% |
$14.3K - $17K
|
8.65K
$307K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-601- 0.15% |
$15.1K - $17.9K
|
403K
$14.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-665- 4.96% |
$16.7K - $19.8K
|
12.7K
$453K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-688- 9.16% |
$17.3K - $20.5K
|
6.83K
$243K
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-770- 6.06% |
$19.4K - $22.9K
|
11.9K
$424K
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-780- 0.33% |
$19.6K - $23.2K
|
232K
$8.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-789- 94.95% |
$19.8K - $23.5K
|
42
$1.49K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-805- 5.47% |
$20.2K - $23.9K
|
13.9K
$495K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-858- 18.64% |
$21.6K - $25.5K
|
3.74K
$133K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-872- 53.5% |
$21.9K - $25.9K
|
758
$27K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-874- 2.93% |
$22K - $26K
|
28.9K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-948- 2.38% |
$23.8K - $28.2K
|
38.9K
$1.38M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.06K- 7.23% |
$26.7K - $31.5K
|
13.6K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 50.53% |
$27.6K - $32.6K
|
1.07K
$38.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.32K- 1.79% |
$33.1K - $39.2K
|
72.5K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.34K- 7.18% |
$33.6K - $39.7K
|
17.3K
$615K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 6.01% |
$34.1K - $40.4K
|
21.2K
$755K
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.4K- 12.76% |
$35.2K - $41.6K
|
9.58K
$341K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.42K- 3.43% |
$35.6K - $42.1K
|
39.9K
$1.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.46K- 14.3% |
$36.6K - $43.3K
|
8.72K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.49K- 3.24% |
$37.4K - $44.2K
|
44.5K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 3.05% |
$37.4K - $44.3K
|
47.4K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.59K- 72.01% |
$39.9K - $47.1K
|
616
$21.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.71K- 15.94% |
$42.9K - $50.8K
|
9K
$320K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.72K- 8.47% |
$43.2K - $51.1K
|
18.6K
$661K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.77K- 8.55% |
$44.6K - $52.7K
|
18.9K
$674K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.8K- 10.75% |
$45.3K - $53.6K
|
15K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.84K- 4.1% |
$46.2K - $54.6K
|
42.9K
$1.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2K- 1.83% |
$50.2K - $59.4K
|
107K
$3.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2.11K- 6.79% |
$53.1K - $62.8K
|
29K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.2K- 12.84% |
$55.2K - $65.3K
|
14.9K
$530K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.37K- 25.87% |
$59.5K - $70.3K
|
6.78K
$241K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.54K- 11.11% |
$63.9K - $75.5K
|
20.3K
$723K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.07K- 3.95% |
$77.2K - $91.3K
|
74.7K
$2.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.13K- 39.43% |
$78.7K - $93.1K
|
4.81K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.31K- 11.73% |
$83.2K - $98.4K
|
24.9K
$886K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.72K- 14.99% |
$93.6K - $111K
|
21.1K
$751K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.74K- 2.53% |
$94K - $111K
|
144K
$5.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-4.18K- 0.91% |
$105K - $124K
|
458K
$16.3M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.2K- 6.73% |
$106K - $125K
|
58.2K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.42K- 21.29% |
$111K - $132K
|
16.4K
$582K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4.85K- 0.88% |
$122K - $144K
|
544K
$19.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.07K- 5.04% |
$128K - $151K
|
95.5K
$3.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-5.08K- 2.08% |
$128K - $151K
|
239K
$8.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.26K- 7.97% |
$132K - $156K
|
60.7K
$2.16M
|