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 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.07K- 2.29% |
$36.1K - $40.5K
|
45.8K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.1K- 13.18% |
$37K - $41.4K
|
7.23K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.13K- 1.84% |
$38.1K - $42.7K
|
60.2K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.13K- 11.13% |
$38.1K - $42.7K
|
9.03K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.16K- 0.96% |
$38.9K - $43.6K
|
119K
$4.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.16K- 17.35% |
$39.1K - $43.8K
|
5.53K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.18K- 3.39% |
$39.9K - $44.6K
|
33.7K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.19K- 0.72% |
$40K - $44.8K
|
165K
$5.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.19K- 46.17% |
$40.1K - $45K
|
1.39K
$49.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 18.25% |
$41.4K - $46.3K
|
5.51K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.45K- 10.25% |
$48.7K - $54.5K
|
12.7K
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.58K- 1.32% |
$53K - $59.4K
|
118K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.59K- 0.29% |
$53.4K - $59.8K
|
553K
$19.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 3.09% |
$56.3K - $63.1K
|
52.5K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.68K- 18.49% |
$56.6K - $63.4K
|
7.41K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.81K- 87.88% |
$61K - $68.4K
|
250
$8.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.83K- 14.66% |
$61.4K - $68.8K
|
10.6K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.83K- 1.74% |
$61.4K - $68.8K
|
103K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 5.03% |
$65.6K - $73.5K
|
36.8K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.05K- 5.78% |
$69.2K - $77.5K
|
33.5K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.12K- 4.41% |
$71.3K - $79.9K
|
45.9K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.12K- 15.06% |
$71.5K - $80.1K
|
12K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2.15K- 2.52% |
$72.5K - $81.2K
|
83.3K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.2K- 11.38% |
$73.9K - $82.8K
|
17.1K
$608K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.27K- 2.0% |
$76.6K - $85.8K
|
111K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-2.43K- 1.73% |
$81.7K - $91.5K
|
138K
$4.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.47K- 20.31% |
$83K - $93K
|
9.68K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.62K- 2.55% |
$88.1K - $98.7K
|
100K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.8K- 15.72% |
$94.3K - $106K
|
15K
$534K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.8K- 2.0% |
$94.4K - $106K
|
137K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.84K- 2.38% |
$95.7K - $107K
|
117K
$4.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.89K- 64.39% |
$97.3K - $109K
|
1.6K
$56.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 19.29% |
$101K - $113K
|
12.6K
$447K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.04K- 1.95% |
$102K - $114K
|
152K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.16K- 12.59% |
$106K - $119K
|
21.9K
$780K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 22.69% |
$108K - $121K
|
11K
$390K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.27K- 39.8% |
$110K - $123K
|
4.95K
$176K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.51K- 21.56% |
$118K - $132K
|
12.8K
$454K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-3.52K- 6.15% |
$119K - $133K
|
53.7K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.58K- 6.74% |
$120K - $135K
|
49.5K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.76K- 0.22% |
$126K - $142K
|
1.69M
$60.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.05K- 28.5% |
$136K - $153K
|
10.2K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.16K- 16.59% |
$140K - $157K
|
20.9K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.25K- 8.28% |
$143K - $160K
|
47K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.26K- 35.5% |
$143K - $161K
|
7.73K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.32K- 15.55% |
$146K - $163K
|
23.5K
$835K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.52K- 4.95% |
$152K - $170K
|
86.8K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.15K- 4.58% |
$173K - $194K
|
107K
$3.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.21K- 42.81% |
$175K - $196K
|
6.95K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.33K- 6.52% |
$179K - $201K
|
76.5K
$2.72M
|