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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.38K+ 0.54% |
$46.5K - $52.1K
|
257K
$9.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.32K+ 1.05% |
$44.4K - $49.7K
|
127K
$4.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 0.73% |
$43.4K - $48.6K
|
178K
$6.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.19KNew |
$40.2K - $45K
|
1.19K
$42.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.17K+ 215.41% |
$39.5K - $44.3K
|
1.72K
$61.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.17K+ 4.31% |
$39.5K - $44.2K
|
28.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.07K+ 11.19% |
$36.1K - $40.4K
|
10.6K
$379K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.02K+ 5.37% |
$34.2K - $38.3K
|
20K
$709K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
938+ 5.28% |
$31.6K - $35.4K
|
18.7K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
869+ 3.45% |
$29.3K - $32.8K
|
26K
$925K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
866+ 7.73% |
$29.2K - $32.7K
|
12.1K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
827+ 2.17% |
$27.8K - $31.2K
|
38.9K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
779New |
$26.2K - $29.4K
|
779
$27.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
767New |
$25.8K - $28.9K
|
767
$27.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
753+ 7.23% |
$25.4K - $28.4K
|
11.2K
$397K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
749+ 0.46% |
$25.2K - $28.2K
|
164K
$5.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
744New |
$25.1K - $28.1K
|
744
$26.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
741+ 7.73% |
$24.9K - $27.9K
|
10.3K
$367K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
717+ 4.71% |
$24.1K - $27K
|
15.9K
$566K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
684+ 10.44% |
$23K - $25.8K
|
7.24K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
658+ 4.09% |
$22.2K - $24.8K
|
16.8K
$596K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
658+ 1.07% |
$22.2K - $24.8K
|
62K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
656+ 6.43% |
$22.1K - $24.7K
|
10.9K
$386K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
641+ 11.07% |
$21.6K - $24.2K
|
6.43K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
634New |
$21.3K - $23.9K
|
634
$22.5K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
622+ 6.33% |
$20.9K - $23.5K
|
10.4K
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
604New |
$20.3K - $22.8K
|
604
$21.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 2.73% |
$19.6K - $22K
|
21.9K
$780K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
581New |
$19.6K - $21.9K
|
581
$20.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
570+ 1.37% |
$19.2K - $21.5K
|
42.1K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
541New |
$18.2K - $20.4K
|
541
$19.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
519New |
$17.5K - $19.6K
|
519
$18.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
494New |
$16.6K - $18.6K
|
494
$17.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
468+ 1.12% |
$15.8K - $17.6K
|
42.4K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
452+ 99.78% |
$15.2K - $17K
|
905
$32.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
416+ 54.1% |
$14K - $15.7K
|
1.19K
$42.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
414New |
$13.9K - $15.6K
|
414
$14.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
339New |
$11.4K - $12.8K
|
339
$12.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
333+ 3.43% |
$11.2K - $12.6K
|
10K
$357K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
323New |
$10.9K - $12.2K
|
323
$11.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
319+ 0.75% |
$10.7K - $12K
|
42.6K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
312+ 5.34% |
$10.5K - $11.8K
|
6.15K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
310New |
$10.4K - $11.7K
|
310
$11K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
300New |
$10.1K - $11.3K
|
300
$10.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
281New |
$9.46K - $10.6K
|
281
$9.99K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
271+ 3.43% |
$9.12K - $10.2K
|
8.17K
$291K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
249+ 0.35% |
$8.38K - $9.39K
|
72.3K
$2.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
204+ 0.56% |
$6.87K - $7.69K
|
36.8K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
202+ 0.72% |
$6.8K - $7.62K
|
28.4K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
193+ 1.23% |
$6.5K - $7.28K
|
15.9K
$565K
|