Purchases and Sales Made in Q4 2022 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 2022. 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 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-37.5K- 20.07% |
$944K - $1.14M
|
149K
$5.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 84.69% |
$1.01M - $1.22M
|
7.25K
$258K
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-46.6K- 27.5% |
$1.17M - $1.41M
|
123K
$4.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-55.4K- 33.69% |
$1.4M - $1.68M
|
109K
$3.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-55.5K- 30.85% |
$1.4M - $1.69M
|
124K
$4.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-70.3K- 24.32% |
$1.77M - $2.13M
|
219K
$7.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-70.6K- 11.14% |
$1.78M - $2.14M
|
563K
$20M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-83.1K- 5.88% |
$2.09M - $2.52M
|
1.33M
$47.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-88.7K- 65.03% |
$2.24M - $2.69M
|
47.7K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-90.6K- 9.05% |
$2.28M - $2.75M
|
911K
$32.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-92K- 16.86% |
$2.32M - $2.79M
|
454K
$16.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-109K- 37.34% |
$2.74M - $3.3M
|
182K
$6.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-119K- 81.28% |
$3M - $3.61M
|
27.4K
$974K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-127K- 8.9% |
$3.2M - $3.85M
|
1.3M
$46.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-155K- 6.76% |
$3.91M - $4.71M
|
2.14M
$76.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-178K- 2.97% |
$4.48M - $5.4M
|
5.81M
$207M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-203K- 94.32% |
$5.12M - $6.17M
|
12.2K
$435K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-288K- 10.11% |
$7.27M - $8.75M
|
2.56M
$91.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-358K- 18.2% |
$9.01M - $10.9M
|
1.61M
$57.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-397K- 19.22% |
$10M - $12.1M
|
1.67M
$59.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-596K- 70.32% |
$15M - $18.1M
|
251K
$8.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.76M- 87.72% |
$94.8M - $114M
|
526K
$18.7M
|