Purchases and Sales Made in Q4 2024 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 30.94% |
$375K - $423K
|
25.4K
$903K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-13.5K- 27.93% |
$444K - $501K
|
34.8K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-13.7K- 16.55% |
$451K - $509K
|
69.1K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-15.2K- 14.62% |
$502K - $566K
|
89.1K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16K- 46.21% |
$526K - $594K
|
18.6K
$662K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-17.9K- 43.24% |
$590K - $665K
|
23.5K
$836K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-19.8K- 1.06% |
$650K - $734K
|
1.85M
$65.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-21.1K- 6.02% |
$694K - $783K
|
329K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.9K- 99.9% |
$721K - $814K
|
23
$818
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.2K- 22.15% |
$763K - $861K
|
81.5K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-25.6K- 3.01% |
$843K - $951K
|
826K
$29.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-27.2K- 3.19% |
$897K - $1.01M
|
827K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.7K- 3.27% |
$913K - $1.03M
|
822K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.7K- 47.58% |
$1.08M - $1.21M
|
36K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-34.3K- 17.18% |
$1.13M - $1.27M
|
165K
$5.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34.7K- 24.92% |
$1.14M - $1.29M
|
104K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-35.9K- 16.94% |
$1.18M - $1.33M
|
176K
$6.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39.2K- 27.47% |
$1.29M - $1.46M
|
103K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-46.5K- 7.74% |
$1.53M - $1.73M
|
554K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54K- 61.16% |
$1.78M - $2.01M
|
34.3K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-60.5K- 4.15% |
$1.99M - $2.25M
|
1.4M
$49.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-72.4K- 5.07% |
$2.38M - $2.69M
|
1.35M
$48.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-79.3K- 20.77% |
$2.61M - $2.94M
|
302K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-102K- 19.08% |
$3.35M - $3.78M
|
431K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-108K- 6.39% |
$3.55M - $4.01M
|
1.58M
$56.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-109K- 43.11% |
$3.59M - $4.05M
|
144K
$5.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-110K- 14.12% |
$3.62M - $4.08M
|
669K
$23.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-116K- 11.5% |
$3.83M - $4.32M
|
895K
$31.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-135K- 18.83% |
$4.44M - $5.01M
|
582K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-142K- 4.35% |
$4.69M - $5.29M
|
3.13M
$111M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200K- 3.16% |
$6.59M - $7.43M
|
6.12M
$218M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-231K- 31.4% |
$7.62M - $8.6M
|
505K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-243K- 87.58% |
$8M - $9.03M
|
34.5K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-251K- 77.89% |
$8.26M - $9.32M
|
71.2K
$2.53M
|