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 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.84K- 9.58% |
$147K - $174K
|
55.2K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.61K- 10.57% |
$166K - $196K
|
55.9K
$1.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.13K- 10.46% |
$179K - $212K
|
61.1K
$2.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.27K- 41.25% |
$183K - $216K
|
10.3K
$368K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7.41K- 1.98% |
$186K - $220K
|
367K
$13.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.7K- 14.96% |
$194K - $229K
|
43.8K
$1.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.91K- 3.1% |
$199K - $235K
|
247K
$8.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-8.01K- 3.38% |
$202K - $238K
|
229K
$8.14M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.32K- 23.11% |
$234K - $277K
|
31K
$1.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.38K- 23.69% |
$236K - $279K
|
30.2K
$1.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-9.5K- 25.94% |
$239K - $283K
|
27.1K
$965K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-10.2K- 25.41% |
$258K - $305K
|
30.1K
$1.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-10.8K- 7.38% |
$271K - $320K
|
135K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-11.1K- 4.86% |
$278K - $329K
|
217K
$7.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-11.2K- 8.76% |
$281K - $332K
|
116K
$4.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.1K- 52.91% |
$329K - $389K
|
11.6K
$414K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.3K- 99.92% |
$334K - $395K
|
11
$391
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.4K- 40.17% |
$337K - $398K
|
19.9K
$709K
|
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 2.48% |
$344K - $407K
|
538K
$19.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.4K- 0.69% |
$361K - $427K
|
2.07M
$73.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15.8K- 31.64% |
$398K - $470K
|
34.2K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-15.9K- 5.77% |
$401K - $474K
|
260K
$9.26M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-16.8K- 2.78% |
$422K - $499K
|
587K
$20.9M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.1K- 42.83% |
$505K - $598K
|
26.8K
$954K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-20.5K- 66.69% |
$515K - $609K
|
10.2K
$364K
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-23.2K- 7.52% |
$583K - $689K
|
285K
$10.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-24.7K- 2.4% |
$620K - $733K
|
1M
$35.6M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-28.2K- 4.94% |
$710K - $839K
|
543K
$19.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-30K- 63.94% |
$754K - $892K
|
16.9K
$601K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-35.1K- 2.4% |
$882K - $1.04M
|
1.43M
$50.7M
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-35.4K- 42.82% |
$890K - $1.05M
|
47.3K
$1.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-35.6K- 17.28% |
$895K - $1.06M
|
170K
$6.06M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-35.8K- 60.56% |
$900K - $1.06M
|
23.3K
$829K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-40.1K- 33.93% |
$1.01M - $1.19M
|
78.1K
$2.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-45.5K- 77.95% |
$1.14M - $1.35M
|
12.9K
$458K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-45.6K- 30.74% |
$1.15M - $1.36M
|
103K
$3.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-47.7K- 6.99% |
$1.2M - $1.42M
|
634K
$22.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-54K- 61.87% |
$1.36M - $1.61M
|
33.3K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-59.5K- 16.97% |
$1.5M - $1.77M
|
291K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-66.7K- 40.12% |
$1.68M - $1.98M
|
99.6K
$3.54M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-79.9K- 13.88% |
$2.01M - $2.38M
|
496K
$17.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-89.1K- 12.14% |
$2.24M - $2.65M
|
644K
$22.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Systelligence, LLC
|
SELL
|
- |
-89.7K- 34.64% |
$2.26M - $2.67M
|
169K
$6.02M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-132K- 78.37% |
$3.32M - $3.92M
|
36.4K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-157K- 99.21% |
$3.95M - $4.67M
|
1.25K
$44.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-224K- 3.61% |
$5.64M - $6.67M
|
5.99M
$213M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-244K- 85.89% |
$6.13M - $7.25M
|
40K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-406K- 97.81% |
$10.2M - $12.1M
|
9.11K
$324K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-477K- 97.75% |
$12M - $14.2M
|
11K
$391K
|