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
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 5.83% |
$184K - $206K
|
88.3K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.76K- 2.63% |
$194K - $217K
|
214K
$7.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.92K- 13.9% |
$199K - $223K
|
36.7K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.07K- 1.42% |
$204K - $229K
|
421K
$15M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-6.1K- 6.09% |
$205K - $230K
|
94K
$3.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.23K- 3.18% |
$210K - $235K
|
190K
$6.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.39K- 24.16% |
$215K - $241K
|
20.1K
$713K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.81K- 3.7% |
$229K - $257K
|
177K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.56K- 17.96% |
$288K - $323K
|
39.1K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-10.6K- 1.22% |
$355K - $398K
|
852K
$30.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-10.9K- 3.03% |
$368K - $412K
|
350K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.6K- 54.86% |
$392K - $439K
|
9.57K
$340K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.8K- 5.22% |
$396K - $443K
|
214K
$7.59M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-12.4K- 4.26% |
$416K - $466K
|
278K
$9.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-13K- 6.13% |
$439K - $491K
|
200K
$7.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.2K- 8.9% |
$444K - $497K
|
135K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-13.3K- 4.7% |
$448K - $502K
|
270K
$9.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-13.9K- 6.29% |
$469K - $525K
|
207K
$7.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15.6K- 87.05% |
$525K - $588K
|
2.32K
$82.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-16K- 71.9% |
$540K - $605K
|
6.27K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-21.2K- 2.69% |
$713K - $799K
|
766K
$27.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.4K- 2.3% |
$721K - $807K
|
910K
$32.4M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-23.3K- 8.9% |
$785K - $879K
|
238K
$8.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23.4K- 91.08% |
$788K - $882K
|
2.29K
$81.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.9K- 6.51% |
$1.04M - $1.16M
|
443K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41K- 9.23% |
$1.38M - $1.55M
|
403K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-52.6K- 44.62% |
$1.77M - $1.98M
|
65.2K
$2.32M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-54.8K- 33.73% |
$1.84M - $2.07M
|
108K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-55.3K- 2.88% |
$1.86M - $2.09M
|
1.87M
$66.4M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-58.7K- 19.39% |
$1.98M - $2.22M
|
244K
$8.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61K- 8.01% |
$2.05M - $2.3M
|
701K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.4K- 1.77% |
$2.17M - $2.43M
|
3.57M
$127M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-72.8K- 1.14% |
$2.45M - $2.75M
|
6.32M
$225M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-89.1K- 29.61% |
$3M - $3.36M
|
212K
$7.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-101K- 94.54% |
$3.39M - $3.79M
|
5.82K
$207K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-105K- 6.5% |
$3.53M - $3.95M
|
1.51M
$53.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-113K- 3.34% |
$3.8M - $4.26M
|
3.27M
$116M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-118K- 16.39% |
$3.96M - $4.44M
|
600K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-118K- 13.14% |
$3.97M - $4.44M
|
778K
$27.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-132K- 73.17% |
$4.43M - $4.96M
|
48.3K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-134K- 29.34% |
$4.5M - $5.04M
|
322K
$11.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-140K- 75.78% |
$4.7M - $5.27M
|
44.7K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-142K- 97.82% |
$4.79M - $5.37M
|
3.17K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.17M- 98.35% |
$39.5M - $44.2M
|
19.7K
$699K
|