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 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
49.2KNew |
$1.62M - $1.83M
|
49.2K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46.4K+ 11.51% |
$1.53M - $1.72M
|
449K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
44.9KNew |
$1.48M - $1.67M
|
44.9K
$1.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
43.1K+ 5.04% |
$1.42M - $1.6M
|
898K
$31.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
41.6KNew |
$1.37M - $1.55M
|
41.6K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
41.1K+ 42.42% |
$1.35M - $1.53M
|
138K
$4.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
40.4K+ 6.35% |
$1.33M - $1.5M
|
676K
$24M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39KNew |
$1.28M - $1.45M
|
39K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37.8KNew |
$1.25M - $1.41M
|
37.8K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.4K+ 4.7% |
$1.2M - $1.35M
|
811K
$28.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 11.53% |
$1.18M - $1.33M
|
346K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
35.5K+ 5.95% |
$1.17M - $1.32M
|
633K
$22.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
34.2K+ 11.83% |
$1.13M - $1.27M
|
323K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
32.9K+ 3.56% |
$1.08M - $1.22M
|
956K
$34M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32.5K+ 5.09% |
$1.07M - $1.21M
|
671K
$23.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.6K+ 117.24% |
$1.04M - $1.17M
|
58.6K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
30K+ 4.97% |
$987K - $1.11M
|
633K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28.8K+ 53.93% |
$949K - $1.07M
|
82.3K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6K+ 3.25% |
$909K - $1.03M
|
878K
$31.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
25.7K+ 3.49% |
$845K - $954K
|
761K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$800K - $903K
|
24.3K
$864K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
24.1K+ 5.7% |
$794K - $896K
|
447K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.7KNew |
$781K - $881K
|
23.7K
$843K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23K+ 21.02% |
$759K - $856K
|
133K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 8.61% |
$730K - $824K
|
280K
$9.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
22K+ 11.06% |
$725K - $818K
|
221K
$7.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
21.4KNew |
$706K - $797K
|
21.4K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
21.1K+ 36.79% |
$696K - $785K
|
78.6K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
20.5K+ 23.25% |
$674K - $760K
|
109K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
19.7KNew |
$647K - $731K
|
19.7K
$699K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.5K+ 4.41% |
$643K - $725K
|
463K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.4K+ 32.82% |
$605K - $683K
|
74.4K
$2.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.1K+ 53.99% |
$596K - $672K
|
51.6K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
18KNew |
$591K - $667K
|
18K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.5KNew |
$577K - $651K
|
17.5K
$623K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.4K+ 8.16% |
$574K - $648K
|
231K
$8.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17.4KNew |
$572K - $646K
|
17.4K
$618K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
17.2K+ 23.4% |
$567K - $640K
|
90.8K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
17KNew |
$560K - $632K
|
17K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
16.8K+ 3.04% |
$553K - $625K
|
570K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
16.3KNew |
$538K - $607K
|
16.3K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16K+ 6.09% |
$526K - $593K
|
278K
$9.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
15.6KNew |
$513K - $579K
|
15.6K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
14K+ 3.79% |
$462K - $522K
|
385K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9K+ 9.74% |
$457K - $516K
|
156K
$5.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13.7K+ 7.87% |
$452K - $510K
|
188K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
13.7K+ 5.87% |
$451K - $509K
|
247K
$8.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
13.2K+ 9.4% |
$436K - $492K
|
154K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
13.2KNew |
$433K - $489K
|
13.2K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13KNew |
$428K - $483K
|
13K
$462K
|