Purchases and Sales Made in Q3 2024 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q3 2024. 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 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.54M+ 1.13% |
$51.9M - $58.1M
|
138M
$4.91B
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
831K+ 5.25% |
$28M - $31.3M
|
16.7M
$592M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
730K+ 647.68% |
$24.6M - $27.5M
|
843K
$30M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
503K+ 13.31% |
$16.9M - $19M
|
4.28M
$152M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
455K+ 4.4% |
$15.3M - $17.2M
|
10.8M
$384M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
265K+ 4101.53% |
$8.93M - $10M
|
272K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
235K+ 139.46% |
$7.9M - $8.85M
|
403K
$14.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
217K+ 56.95% |
$7.3M - $8.17M
|
597K
$21.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
157K+ 20.45% |
$5.28M - $5.91M
|
923K
$32.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
146K+ 16.88% |
$4.92M - $5.51M
|
1.01M
$36M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
146KNew |
$4.9M - $5.49M
|
146K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 2.26% |
$4.2M - $4.71M
|
5.65M
$201M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
122KNew |
$4.11M - $4.6M
|
122K
$4.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
113KNew |
$3.8M - $4.26M
|
113K
$4.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
112K+ 78.92% |
$3.76M - $4.21M
|
253K
$8.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
82.9K+ 7.43% |
$2.79M - $3.12M
|
1.2M
$42.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
81.9K+ 6.09% |
$2.76M - $3.09M
|
1.43M
$50.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
71K+ 3.03% |
$2.39M - $2.68M
|
2.41M
$85.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70K+ 8.97% |
$2.36M - $2.64M
|
850K
$30.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
59.8K+ 496.42% |
$2.01M - $2.26M
|
71.8K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.8K+ 4.99% |
$1.98M - $2.22M
|
1.24M
$43.9M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
56.3K+ 22.81% |
$1.9M - $2.12M
|
303K
$10.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
54.5KNew |
$1.84M - $2.06M
|
54.5K
$1.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
54K+ 6.45% |
$1.82M - $2.03M
|
890K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
48.8K+ 120.31% |
$1.64M - $1.84M
|
89.3K
$3.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
46K+ 5.69% |
$1.55M - $1.73M
|
854K
$30.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.6K+ 103.27% |
$1.53M - $1.72M
|
89.7K
$3.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.6K+ 103.27% |
$1.53M - $1.72M
|
89.7K
$3.19M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.7K+ 20.52% |
$1.5M - $1.68M
|
262K
$9.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
39.5KNew |
$1.33M - $1.49M
|
39.5K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39.3K+ 8.9% |
$1.32M - $1.48M
|
481K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.3K+ 63.18% |
$1.22M - $1.37M
|
93.7K
$3.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
35.9K+ 7.31% |
$1.21M - $1.35M
|
526K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
35K+ 455.81% |
$1.18M - $1.32M
|
42.7K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33.9K+ 8.28% |
$1.14M - $1.28M
|
443K
$15.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.3K+ 32.19% |
$1.12M - $1.26M
|
137K
$4.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.2K+ 4.47% |
$1.12M - $1.25M
|
775K
$27.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
33K+ 4.0% |
$1.11M - $1.25M
|
860K
$30.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 4.0% |
$1.1M - $1.23M
|
850K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.2K+ 88.45% |
$1.09M - $1.22M
|
68.7K
$2.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
30.7K+ 7.79% |
$1.03M - $1.16M
|
424K
$15.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
30.3KNew |
$1.02M - $1.14M
|
30.3K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
27.8K+ 4.84% |
$938K - $1.05M
|
603K
$21.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.8K+ 181.15% |
$937K - $1.05M
|
43.2K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.1KNew |
$912K - $1.02M
|
27.1K
$964K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27KNew |
$908K - $1.02M
|
27K
$959K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.4K+ 3.02% |
$889K - $995K
|
900K
$32M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$886K - $993K
|
26.3K
$936K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26K+ 1.91% |
$875K - $980K
|
1.38M
$49.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
25.1K+ 93.14% |
$845K - $946K
|
52K
$1.85M
|