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 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
189+ 2.28% |
$6.36K - $7.13K
|
8.48K
$302K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
187+ 11.29% |
$6.3K - $7.05K
|
1.84K
$65.6K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
182+ 3.65% |
$6.13K - $6.86K
|
5.18K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
181+ 0.79% |
$6.09K - $6.83K
|
23K
$819K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
179+ 2.54% |
$6.03K - $6.75K
|
7.23K
$257K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
165+ 0.08% |
$5.56K - $6.22K
|
199K
$7.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
162+ 1.0% |
$5.45K - $6.11K
|
16.4K
$584K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
145+ 32.37% |
$4.88K - $5.47K
|
593
$21.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
128+ 0.91% |
$4.31K - $4.83K
|
14.2K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
127New |
$4.28K - $4.79K
|
127
$4.52K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
100+ 0.32% |
$3.37K - $3.77K
|
31.7K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
95+ 0.91% |
$3.2K - $3.58K
|
10.5K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
93+ 0.62% |
$3.13K - $3.51K
|
15K
$535K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 2.36% |
$2.93K - $3.28K
|
3.77K
$134K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
86+ 0.59% |
$2.9K - $3.24K
|
14.8K
$525K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
73New |
$2.46K - $2.75K
|
73
$2.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
71+ 0.95% |
$2.39K - $2.68K
|
7.53K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
66+ 0.91% |
$2.22K - $2.49K
|
7.33K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
63+ 450.0% |
$2.12K - $2.38K
|
77
$2.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
59+ 0.81% |
$1.99K - $2.22K
|
7.37K
$262K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50+ 0.24% |
$1.68K - $1.89K
|
21.2K
$754K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
44+ 2200.0% |
$1.48K - $1.66K
|
46
$1.64K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
43+ 0.35% |
$1.45K - $1.62K
|
12.3K
$436K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$1.35K - $1.51K
|
40
$1.42K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
39+ 0.46% |
$1.31K - $1.47K
|
8.58K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
36+ 16.44% |
$1.21K - $1.36K
|
255
$9.07K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
34+ 15.96% |
$1.14K - $1.28K
|
247
$8.78K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33New |
$1.11K - $1.24K
|
33
$1.17K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31New |
$1.04K - $1.17K
|
31
$1.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
30+ 0.39% |
$1.01K - $1.13K
|
7.69K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
28+ 0.1% |
$943 - $1.06K
|
29.3K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
25+ 0.25% |
$842 - $943
|
10.2K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23New |
$774 - $867
|
23
$818
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22New |
$741 - $830
|
22
$782
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.15% |
$673 - $754
|
13.4K
$477K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
17+ 0.56% |
$572 - $641
|
3.08K
$110K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
13+ 0.1% |
$438 - $490
|
12.5K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$202 - $226
|
32.5K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 0.83% |
$202 - $226
|
732
$26K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6+ 0.08% |
$202 - $226
|
7.17K
$255K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 0.98% |
$168 - $189
|
514
$18.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 0.88% |
$101 - $113
|
343
$12.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.02% |
$101 - $113
|
14.2K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.09% |
$101 - $113
|
279
$9.92K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.09% |
$67.3 - $75.4
|
2.18K
$77.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.71% |
$67.3 - $75.4
|
119
$4.23K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.01% |
$33.7 - $37.7
|
7.22K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.0% |
$33.7 - $37.7
|
22.3K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.57% |
$33.7 - $37.7
|
176
$6.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.77% |
$33.7 - $37.7
|
131
$4.66K
|