Purchases and Sales Made in Q3 2023 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q3 2023. 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 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
22.1K+ 2.51% |
$696K - $740K
|
901K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21.3K+ 9.88% |
$672K - $716K
|
237K
$8.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
20.7KNew |
$651K - $693K
|
20.7K
$735K
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
20.1K+ 6.13% |
$635K - $676K
|
349K
$12.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 2.46% |
$588K - $626K
|
778K
$27.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18.4K+ 2.92% |
$581K - $618K
|
649K
$23.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.9KNew |
$532K - $566K
|
16.9K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.7K+ 5.08% |
$528K - $562K
|
346K
$12.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.4K+ 83.03% |
$516K - $549K
|
36.1K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.1KNew |
$506K - $538K
|
16.1K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
15.7K+ 2.45% |
$495K - $527K
|
658K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.3K+ 6.61% |
$482K - $514K
|
247K
$8.79M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.7KNew |
$462K - $492K
|
14.7K
$522K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
14.4K+ 14.43% |
$453K - $482K
|
114K
$4.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
13.9K+ 4.9% |
$439K - $468K
|
299K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.7K+ 13.25% |
$433K - $461K
|
118K
$4.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13.6K+ 5.71% |
$428K - $456K
|
252K
$8.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.5K+ 25.96% |
$425K - $452K
|
65.4K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12.9K+ 12.75% |
$407K - $433K
|
114K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
12.8KNew |
$403K - $429K
|
12.8K
$455K
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
12.4KNew |
$390K - $415K
|
12.4K
$440K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
12.1K+ 1.15% |
$383K - $407K
|
1.07M
$38.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1K+ 54.22% |
$381K - $405K
|
34.4K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
12K+ 9.81% |
$379K - $403K
|
135K
$4.79M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.7K+ 2.58% |
$370K - $394K
|
468K
$16.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
11.6K+ 1.5% |
$366K - $390K
|
788K
$28M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.5K+ 141.14% |
$363K - $387K
|
19.7K
$700K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.5K+ 134.15% |
$363K - $386K
|
20.1K
$715K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 12.06% |
$351K - $373K
|
103K
$3.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.1KNew |
$349K - $372K
|
11.1K
$394K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.9K+ 46.58% |
$343K - $365K
|
34.2K
$1.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
10.6K+ 3.67% |
$333K - $354K
|
298K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
10.4K+ 62.24% |
$327K - $348K
|
27K
$961K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10.3K+ 5.04% |
$325K - $346K
|
215K
$7.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
10K+ 12.14% |
$315K - $336K
|
92.4K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.67K+ 15.25% |
$305K - $324K
|
73K
$2.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
9.47KNew |
$298K - $317K
|
9.47K
$337K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.42KNew |
$297K - $316K
|
9.42K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.34K+ 18.14% |
$294K - $313K
|
60.8K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.73K+ 1.62% |
$275K - $293K
|
547K
$19.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.61KNew |
$271K - $289K
|
8.61K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.43KNew |
$266K - $283K
|
8.43K
$300K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.14KNew |
$256K - $273K
|
8.14K
$289K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.89K+ 49.3% |
$249K - $265K
|
23.9K
$850K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.69KNew |
$242K - $258K
|
7.69K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7.65K+ 3.95% |
$241K - $257K
|
201K
$7.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
7.51K+ 1.7% |
$237K - $252K
|
449K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.49K+ 24.19% |
$236K - $251K
|
38.4K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
7.34K+ 1.37% |
$231K - $246K
|
543K
$19.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
7.24K+ 17.49% |
$228K - $243K
|
48.6K
$1.73M
|