Purchases and Sales Made in Q4 2023 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 54.27% |
$394K - $440K
|
37K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.5KNew |
$377K - $421K
|
12.5K
$444K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.2KNew |
$369K - $412K
|
12.2K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1K+ 69.87% |
$365K - $408K
|
29.4K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
11.9KNew |
$361K - $403K
|
11.9K
$424K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.8KNew |
$357K - $399K
|
11.8K
$420K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11.6K+ 75.55% |
$352K - $393K
|
27K
$962K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
11.6K+ 9.14% |
$351K - $393K
|
139K
$4.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.5K+ 71.33% |
$348K - $389K
|
27.7K
$983K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 2.95% |
$336K - $375K
|
388K
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.9K+ 18.78% |
$331K - $369K
|
69.2K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10.9KNew |
$330K - $368K
|
10.9K
$388K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.8K+ 7.58% |
$327K - $365K
|
153K
$5.45M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.4K+ 5.22% |
$316K - $353K
|
211K
$7.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.4K+ 3.96% |
$314K - $351K
|
272K
$9.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
9.5K+ 5.16% |
$287K - $321K
|
193K
$6.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
9.42KNew |
$285K - $318K
|
9.42K
$335K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
9.36K+ 14.13% |
$283K - $316K
|
75.6K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.85KNew |
$268K - $299K
|
8.85K
$315K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.85KNew |
$268K - $299K
|
8.85K
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.81KNew |
$266K - $298K
|
8.81K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.78K+ 2292.17% |
$265K - $296K
|
9.16K
$326K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
8.63K+ 5.5% |
$261K - $291K
|
165K
$5.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.59KNew |
$260K - $290K
|
8.59K
$305K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.54KNew |
$258K - $288K
|
8.54K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.39K+ 1.81% |
$254K - $283K
|
471K
$16.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
8.34KNew |
$252K - $282K
|
8.34K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$241K - $269K
|
7.98K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7.82KNew |
$236K - $264K
|
7.82K
$278K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
7.77K+ 0.91% |
$235K - $262K
|
861K
$30.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.2K+ 15.82% |
$218K - $243K
|
52.7K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.04KNew |
$213K - $238K
|
7.04K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.9KNew |
$208K - $233K
|
6.9K
$245K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
6.84K+ 4.16% |
$207K - $231K
|
171K
$6.09M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
6.74K+ 2.3% |
$204K - $228K
|
300K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.68K+ 9.14% |
$202K - $225K
|
79.7K
$2.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.62KNew |
$200K - $223K
|
6.62K
$235K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
6.52K+ 585.37% |
$197K - $220K
|
7.64K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
6.4K+ 2.84% |
$193K - $216K
|
232K
$8.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.3KNew |
$190K - $213K
|
6.3K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.18KNew |
$187K - $209K
|
6.18K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.02KNew |
$182K - $203K
|
6.02K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.97K+ 28.08% |
$181K - $202K
|
27.2K
$969K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.95KNew |
$180K - $201K
|
5.95K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5.69K+ 67.29% |
$172K - $192K
|
14.1K
$503K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.54K+ 2.2% |
$168K - $187K
|
257K
$9.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.48K+ 27.83% |
$166K - $185K
|
25.2K
$895K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.38K+ 6.85% |
$163K - $182K
|
84K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.37K+ 15.46% |
$162K - $181K
|
40.1K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
5.36K+ 1.45% |
$162K - $181K
|
376K
$13.4M
|