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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7- 0.03% |
$236 - $264
|
21.3K
$756K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18- 0.36% |
$606 - $679
|
5.01K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 1.39% |
$606 - $679
|
1.28K
$45.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 0.04% |
$673 - $754
|
53.5K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-26- 4.92% |
$875 - $980
|
502
$17.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-46- 0.18% |
$1.55K - $1.73K
|
25.5K
$908K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-50- 0.58% |
$1.68K - $1.89K
|
8.54K
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-62- 0.83% |
$2.09K - $2.34K
|
7.38K
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-67- 1.01% |
$2.26K - $2.53K
|
6.57K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73- 0.21% |
$2.46K - $2.75K
|
34.2K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-73- 0.53% |
$2.46K - $2.75K
|
13.7K
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-76- 19.05% |
$2.56K - $2.87K
|
323
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-79- 0.81% |
$2.66K - $2.98K
|
9.65K
$343K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-118- 0.64% |
$3.97K - $4.45K
|
18.2K
$648K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-130- 1.96% |
$4.38K - $4.9K
|
6.51K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-146- 0.92% |
$4.92K - $5.51K
|
15.8K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-191- 5.17% |
$6.43K - $7.2K
|
3.5K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-192- 2.89% |
$6.46K - $7.24K
|
6.45K
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-203- 0.28% |
$6.84K - $7.66K
|
73.5K
$2.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-219- 0.33% |
$7.37K - $8.26K
|
66.2K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-223- 0.16% |
$7.51K - $8.41K
|
141K
$5.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-223- 1.12% |
$7.51K - $8.41K
|
19.7K
$702K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-232- 0.02% |
$7.81K - $8.75K
|
1.39M
$49.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-275- 0.79% |
$9.26K - $10.4K
|
34.6K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-295- 2.45% |
$9.93K - $11.1K
|
11.7K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-298- 84.9% |
$10K - $11.2K
|
53
$1.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-351- 0.61% |
$11.8K - $13.2K
|
57.2K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-411- 0.21% |
$13.8K - $15.5K
|
192K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-430- 5.58% |
$14.5K - $16.2K
|
7.28K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-432- 3.8% |
$14.5K - $16.3K
|
10.9K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-451- 6.34% |
$15.2K - $17K
|
6.66K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-500- 0.21% |
$16.8K - $18.9K
|
240K
$8.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-500- 6.33% |
$16.8K - $18.9K
|
7.4K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-550- 2.14% |
$18.5K - $20.7K
|
25.2K
$896K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-572- 6.31% |
$19.3K - $21.6K
|
8.49K
$302K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-610- 4.57% |
$20.5K - $23K
|
12.7K
$453K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-623- 25.12% |
$21K - $23.5K
|
1.86K
$66K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-629- 4.4% |
$21.2K - $23.7K
|
13.7K
$486K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-669- 3.83% |
$22.5K - $25.2K
|
16.8K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-698- 6.09% |
$23.5K - $26.3K
|
10.8K
$383K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-701- 5.8% |
$23.6K - $26.4K
|
11.4K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-747- 75.53% |
$25.2K - $28.2K
|
242
$8.61K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-813- 9.5% |
$27.4K - $30.7K
|
7.74K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-820- 0.78% |
$27.6K - $30.9K
|
104K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-883- 1.13% |
$29.7K - $33.3K
|
77.1K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-914- 3.79% |
$30.8K - $34.5K
|
23.2K
$824K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-967- 1.59% |
$32.6K - $36.5K
|
60K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.05K- 6.17% |
$35.4K - $39.7K
|
16K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 1.14% |
$35.4K - $39.7K
|
91.2K
$3.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.07K- 7.62% |
$36.1K - $40.5K
|
13K
$463K
|