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 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.98K+ 67.92% |
$151K - $168K
|
12.3K
$438K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.87K+ 2.63% |
$147K - $164K
|
190K
$6.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.54K+ 1.54% |
$137K - $153K
|
300K
$10.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
4.38K+ 4.05% |
$132K - $148K
|
113K
$4M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.26K+ 2.0% |
$129K - $144K
|
217K
$7.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.06K+ 0.72% |
$123K - $137K
|
568K
$20.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 0.83% |
$122K - $137K
|
493K
$17.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.04KNew |
$122K - $136K
|
4.04K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.03K+ 1.74% |
$122K - $136K
|
236K
$8.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.02K+ 50.03% |
$122K - $136K
|
12.1K
$429K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.81K+ 10.74% |
$115K - $129K
|
39.3K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.8K+ 10.54% |
$115K - $128K
|
39.9K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.7K+ 7.4% |
$112K - $125K
|
53.7K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.6K+ 1.52% |
$109K - $122K
|
241K
$8.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.55K+ 2.32% |
$107K - $120K
|
156K
$5.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.5K+ 45.08% |
$106K - $118K
|
11.3K
$400K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
3.46K+ 7.11% |
$105K - $117K
|
52.1K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.26K+ 42.73% |
$98.4K - $110K
|
10.9K
$387K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.23KNew |
$97.6K - $109K
|
3.23K
$115K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.21K+ 176.15% |
$96.9K - $108K
|
5.03K
$179K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.17K+ 1.58% |
$96K - $107K
|
205K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.17KNew |
$95.8K - $107K
|
3.17K
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.13K+ 0.88% |
$94.6K - $106K
|
357K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.05K+ 7.8% |
$92.2K - $103K
|
42.1K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.96K+ 2.2% |
$89.4K - $99.9K
|
137K
$4.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.92KNew |
$88.3K - $98.6K
|
2.92K
$104K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.65K+ 0.9% |
$80.1K - $89.5K
|
296K
$10.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.64K+ 1.29% |
$79.9K - $89.3K
|
208K
$7.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.48K+ 10.72% |
$74.8K - $83.6K
|
25.6K
$909K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.4K+ 1.9% |
$72.5K - $81K
|
129K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
2.38K+ 1.77% |
$72K - $80.5K
|
137K
$4.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.35K+ 61.94% |
$70.9K - $79.2K
|
6.13K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.31K+ 27.37% |
$69.7K - $77.9K
|
10.7K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.25K+ 0.26% |
$67.9K - $75.8K
|
867K
$30.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 10.94% |
$66.9K - $74.7K
|
22.4K
$798K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.2K+ 1136.08% |
$66.6K - $74.4K
|
2.4K
$85.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.11KNew |
$63.8K - $71.3K
|
2.11K
$75K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.04K+ 19.09% |
$61.7K - $68.9K
|
12.7K
$453K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.96K+ 5.53% |
$59.2K - $66.2K
|
37.4K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.9K+ 28.88% |
$57.3K - $64.1K
|
8.47K
$301K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.88K+ 4.13% |
$56.8K - $63.5K
|
47.4K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.85K+ 1.21% |
$55.9K - $62.4K
|
154K
$5.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.85K+ 2.83% |
$55.9K - $62.4K
|
67.2K
$2.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 10.3% |
$54.1K - $60.4K
|
19.2K
$682K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.79KNew |
$54K - $60.3K
|
1.79K
$63.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.71K+ 3.17% |
$51.6K - $57.7K
|
55.5K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
1.71K+ 1.4% |
$51.6K - $57.6K
|
123K
$4.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.68K+ 1.55% |
$50.7K - $56.7K
|
110K
$3.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.66K+ 21.62% |
$50.2K - $56.1K
|
9.35K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.6K+ 7.0% |
$48.2K - $53.9K
|
24.4K
$868K
|