Purchases and Sales Made in Q4 2021 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
22.4K+ 8.74% |
$707K - $763K
|
279K
$9.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 11.39% |
$695K - $750K
|
215K
$7.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.4K+ 3.23% |
$677K - $730K
|
686K
$23.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
21.1K+ 12.38% |
$666K - $719K
|
192K
$6.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
20.2K+ 29.07% |
$636K - $687K
|
89.6K
$3.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
19.9K+ 39.52% |
$628K - $678K
|
70.3K
$2.44M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.8K+ 18.94% |
$624K - $673K
|
124K
$4.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19.7K+ 26.93% |
$621K - $670K
|
92.7K
$3.22M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
19.5K+ 20.36% |
$616K - $665K
|
115K
$4.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
19.2KNew |
$606K - $654K
|
19.2K
$667K
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
18.6KNew |
$586K - $633K
|
18.6K
$645K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
18.2K+ 22.36% |
$573K - $619K
|
99.4K
$3.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$562K - $607K
|
17.8K
$619K
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
17.1K+ 58.31% |
$540K - $583K
|
46.5K
$1.61M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
16.9K+ 33.62% |
$534K - $576K
|
67.2K
$2.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
16.8KNew |
$530K - $572K
|
16.8K
$583K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
16.5K+ 23.87% |
$519K - $560K
|
85.4K
$2.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
15.5K+ 3.77% |
$490K - $528K
|
427K
$14.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
15.2KNew |
$480K - $518K
|
15.2K
$529K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 6.45% |
$455K - $491K
|
238K
$8.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
14.2K+ 6.33% |
$449K - $485K
|
239K
$8.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.8K+ 9.4% |
$434K - $468K
|
160K
$5.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 8.49% |
$420K - $453K
|
170K
$5.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
13K+ 3.68% |
$410K - $442K
|
366K
$12.7M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13K+ 339.61% |
$409K - $441K
|
16.8K
$583K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
12.9K+ 19.68% |
$406K - $438K
|
78.3K
$2.72M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12.8KNew |
$404K - $436K
|
12.8K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12.2K+ 9.62% |
$385K - $416K
|
139K
$4.83M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.8K+ 36.08% |
$374K - $403K
|
44.7K
$1.55M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.8K+ 23.21% |
$372K - $401K
|
62.6K
$2.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3K+ 3.83% |
$355K - $383K
|
305K
$10.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.2KNew |
$352K - $380K
|
11.2K
$388K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11KNew |
$347K - $375K
|
11K
$382K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
10.7K+ 1.7% |
$338K - $365K
|
641K
$22.3M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
10.1K+ 2.34% |
$319K - $345K
|
443K
$15.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
9.92KNew |
$313K - $338K
|
9.92K
$344K
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9.8K+ 17.69% |
$309K - $334K
|
65.2K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.78K+ 29.75% |
$308K - $333K
|
42.6K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
9.61K+ 17.33% |
$303K - $327K
|
65K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
9.51K+ 51.78% |
$300K - $324K
|
27.9K
$968K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.48KNew |
$299K - $323K
|
9.48K
$329K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
9.22KNew |
$291K - $314K
|
9.22K
$320K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.84KNew |
$279K - $301K
|
8.84K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.44K+ 15.45% |
$266K - $287K
|
63.1K
$2.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
8.44KNew |
$266K - $287K
|
8.44K
$293K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.44KNew |
$266K - $287K
|
8.44K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8.06KNew |
$254K - $275K
|
8.06K
$280K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
7.92KNew |
$250K - $270K
|
7.92K
$275K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7.47K+ 24.45% |
$236K - $254K
|
38K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.43K+ 7.26% |
$234K - $253K
|
110K
$3.81M
|