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 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
6.09K+ 4.42% |
$200K - $226K
|
144K
$5.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.85K+ 1.47% |
$193K - $217K
|
405K
$14.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.78K+ 90.3% |
$190K - $215K
|
12.2K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.53K+ 6.51% |
$182K - $205K
|
90.5K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
5.5K+ 1060.12% |
$181K - $204K
|
6.02K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.26K+ 6.82% |
$173K - $195K
|
82.4K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.25K+ 2.41% |
$173K - $195K
|
223K
$7.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.15KNew |
$170K - $191K
|
5.15K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.1K+ 4.38% |
$168K - $189K
|
122K
$4.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.91K+ 2.54% |
$162K - $182K
|
198K
$7.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.72K+ 17.94% |
$155K - $175K
|
31K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.58K+ 22.9% |
$151K - $170K
|
24.6K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
4.39K+ 1.83% |
$145K - $163K
|
244K
$8.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.38K+ 7.52% |
$144K - $163K
|
62.6K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.37K+ 23.36% |
$144K - $162K
|
23.1K
$820K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.36K+ 61.84% |
$143K - $162K
|
11.4K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.13K+ 32.39% |
$136K - $153K
|
16.9K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.96KNew |
$130K - $147K
|
3.96K
$141K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.75K+ 9.03% |
$123K - $139K
|
45.2K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.73K+ 29.21% |
$123K - $138K
|
16.5K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.67K+ 62.58% |
$121K - $136K
|
9.52K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.62K+ 802.88% |
$119K - $135K
|
4.07K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.62KNew |
$119K - $134K
|
3.62K
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.48K+ 6.91% |
$115K - $129K
|
53.9K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.48K+ 9.92% |
$114K - $129K
|
38.5K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.4K+ 9.82% |
$112K - $126K
|
38K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.4K+ 3.79% |
$112K - $126K
|
93.1K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.28K+ 2.09% |
$108K - $122K
|
160K
$5.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.26K+ 77.45% |
$107K - $121K
|
7.48K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.22K+ 409.55% |
$106K - $119K
|
4K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.07K+ 3.98% |
$101K - $114K
|
80.2K
$2.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.05K+ 2.54% |
$100K - $113K
|
123K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.01K+ 194.12% |
$98.9K - $112K
|
4.55K
$162K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.93K+ 170.33% |
$96.4K - $109K
|
4.65K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 16.62% |
$92.7K - $105K
|
19.8K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.81K+ 12790.91% |
$92.6K - $105K
|
2.84K
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.8K+ 13.41% |
$92.3K - $104K
|
23.7K
$843K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
2.77K+ 2.95% |
$91.3K - $103K
|
96.8K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.77K+ 8.28% |
$91.3K - $103K
|
36.3K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.68K+ 1.76% |
$88.3K - $99.7K
|
155K
$5.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.67K+ 2.37% |
$87.9K - $99.2K
|
116K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.63K+ 0.41% |
$86.6K - $97.7K
|
638K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.6K+ 5.67% |
$85.7K - $96.7K
|
48.5K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.5K+ 3.0% |
$82.3K - $92.8K
|
85.8K
$3.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 8.55% |
$79.9K - $90.1K
|
30.8K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.39K+ 3.25% |
$78.5K - $88.6K
|
75.9K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.33K+ 5.26% |
$76.6K - $86.4K
|
46.6K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.23K+ 2.66% |
$73.5K - $83K
|
86.1K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.23K+ 3.6% |
$73.4K - $82.8K
|
64.2K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.22K+ 8.81% |
$73.1K - $82.5K
|
27.4K
$975K
|