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 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.75K+ 81.1% |
$328K - $367K
|
21.8K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.73K+ 1.0% |
$327K - $367K
|
980K
$34.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.67K+ 7.28% |
$326K - $365K
|
142K
$5.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.62K+ 51.65% |
$324K - $363K
|
28.2K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.23K+ 57687.5% |
$311K - $348K
|
9.25K
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8.75K+ 1.52% |
$295K - $330K
|
583K
$20.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
8.49KNew |
$286K - $320K
|
8.49K
$302K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.07K+ 63.89% |
$272K - $304K
|
20.7K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.06K+ 61.28% |
$272K - $304K
|
21.2K
$755K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
7.96KNew |
$268K - $300K
|
7.96K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.92K+ 4.62% |
$267K - $299K
|
179K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.82K+ 46.43% |
$263K - $295K
|
24.7K
$877K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.62K+ 2.52% |
$257K - $288K
|
310K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.62KNew |
$257K - $287K
|
7.62K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.55KNew |
$254K - $285K
|
7.55K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.55K+ 1.68% |
$254K - $285K
|
458K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.14KNew |
$240K - $269K
|
7.14K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.05KNew |
$237K - $266K
|
7.05K
$251K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.97K+ 1.78% |
$235K - $263K
|
399K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.89K+ 10.05% |
$232K - $260K
|
75.4K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.87K+ 6.65% |
$231K - $259K
|
110K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.76KNew |
$228K - $255K
|
6.76K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.54K+ 1.26% |
$220K - $247K
|
526K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.44K+ 48.51% |
$217K - $243K
|
19.7K
$701K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6.39K+ 2.81% |
$215K - $241K
|
234K
$8.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.31K+ 60.86% |
$212K - $238K
|
16.7K
$593K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.13K+ 2.26% |
$206K - $231K
|
278K
$9.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
6.11K+ 1.63% |
$206K - $230K
|
381K
$13.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.89K+ 5.15% |
$198K - $222K
|
120K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.87K+ 13.89% |
$198K - $221K
|
48.1K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.87K+ 1.53% |
$197K - $221K
|
390K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.81KNew |
$196K - $219K
|
5.81K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
5.79K+ 11.11% |
$195K - $218K
|
57.9K
$2.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
5.78K+ 1.38% |
$195K - $218K
|
423K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.7K+ 2.33% |
$192K - $215K
|
250K
$8.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.62KNew |
$189K - $212K
|
5.62K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.62K+ 10.43% |
$189K - $212K
|
59.4K
$2.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.57KNew |
$188K - $210K
|
5.57K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.53KNew |
$186K - $208K
|
5.53K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.53KNew |
$186K - $208K
|
5.53K
$197K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.51KNew |
$185K - $208K
|
5.51K
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$185K - $207K
|
5.49K
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5.47KNew |
$184K - $206K
|
5.47K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.46K+ 2.29% |
$184K - $206K
|
244K
$8.67M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.41KNew |
$182K - $204K
|
5.41K
$192K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.39K+ 3.23% |
$182K - $203K
|
172K
$6.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.26K+ 7.7% |
$177K - $198K
|
73.6K
$2.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.23K+ 435.47% |
$176K - $197K
|
6.43K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.1K+ 20.98% |
$172K - $192K
|
29.4K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.03K+ 2.32% |
$169K - $190K
|
222K
$7.9M
|