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 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.17K+ 85.85% |
$68.4K - $72.8K
|
4.7K
$167K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.14K+ 3.29% |
$67.4K - $71.7K
|
67.1K
$2.39M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.1KNew |
$66.2K - $70.4K
|
2.1K
$74.7K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.96K+ 8.54% |
$61.7K - $65.6K
|
24.9K
$884K
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.94K+ 0.74% |
$61.1K - $65K
|
262K
$9.32M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84K+ 93.22% |
$58K - $61.8K
|
3.82K
$136K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.78K+ 0.98% |
$56.2K - $59.8K
|
184K
$6.54M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.75KNew |
$55K - $58.6K
|
1.75K
$62.1K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.73K+ 26.22% |
$54.4K - $58K
|
8.32K
$296K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.71K+ 14.65% |
$53.9K - $57.3K
|
13.4K
$476K
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
1.71K+ 1.6% |
$53.8K - $57.2K
|
108K
$3.85M
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.62K+ 24.56% |
$51K - $54.3K
|
8.22K
$292K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55K+ 4.67% |
$48.8K - $51.9K
|
34.7K
$1.24M
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.45K+ 3.74% |
$45.8K - $48.7K
|
40.3K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.36K+ 5.55% |
$42.9K - $45.6K
|
25.9K
$920K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.34K+ 5.48% |
$42.3K - $45K
|
25.8K
$918K
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
1.15KNew |
$36.1K - $38.4K
|
1.15K
$40.7K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.08KNew |
$34.1K - $36.3K
|
1.08K
$38.5K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.05K+ 15.32% |
$33.2K - $35.4K
|
7.93K
$282K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
992+ 0.79% |
$31.3K - $33.3K
|
126K
$4.5M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
983+ 17.6% |
$31K - $33K
|
6.57K
$234K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
956+ 7.42% |
$30.1K - $32.1K
|
13.8K
$492K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
953+ 2.27% |
$30K - $32K
|
43K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
949+ 608.33% |
$29.9K - $31.8K
|
1.11K
$39.3K
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
901+ 6.95% |
$28.4K - $30.2K
|
13.9K
$493K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
819+ 20.06% |
$25.8K - $27.5K
|
4.9K
$174K
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
797+ 8.48% |
$25.1K - $26.7K
|
10.2K
$363K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
791+ 11.28% |
$24.9K - $26.5K
|
7.8K
$277K
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
742+ 6.4% |
$23.4K - $24.9K
|
12.3K
$439K
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
735+ 1.88% |
$23.2K - $24.7K
|
39.9K
$1.42M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
706+ 22.92% |
$22.2K - $23.7K
|
3.79K
$135K
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
675+ 1.37% |
$21.3K - $22.6K
|
49.9K
$1.77M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
664+ 10.72% |
$20.9K - $22.3K
|
6.86K
$244K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
664+ 2.77% |
$20.9K - $22.3K
|
24.6K
$875K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
662+ 0.3% |
$20.9K - $22.2K
|
223K
$7.92M
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
661+ 1.9% |
$20.8K - $22.2K
|
35.4K
$1.26M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
652+ 3.33% |
$20.5K - $21.9K
|
20.2K
$719K
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
643+ 2.9% |
$20.3K - $21.6K
|
22.8K
$811K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
628+ 11.49% |
$19.8K - $21.1K
|
6.1K
$217K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
615+ 4.69% |
$19.4K - $20.6K
|
13.7K
$488K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
611+ 0.33% |
$19.3K - $20.5K
|
185K
$6.59M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
540+ 5.06% |
$17K - $18.1K
|
11.2K
$399K
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
BUY
|
- |
532+ 0.14% |
$16.8K - $17.8K
|
371K
$13.2M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
528New |
$16.6K - $17.7K
|
528
$18.8K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
519+ 2.31% |
$16.4K - $17.4K
|
23K
$816K
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
491+ 0.88% |
$15.5K - $16.5K
|
56.4K
$2.01M
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
484+ 5.22% |
$15.3K - $16.2K
|
9.76K
$347K
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
480+ 0.17% |
$15.1K - $16.1K
|
279K
$9.92M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
473+ 12.14% |
$14.9K - $15.9K
|
4.37K
$155K
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
453+ 2.86% |
$14.3K - $15.2K
|
16.3K
$578K
|