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
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.44K- 2.35% |
$47.5K - $53.6K
|
60K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 20.44% |
$48.7K - $54.9K
|
5.76K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.48K- 1.08% |
$48.7K - $55K
|
136K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.65K- 2.85% |
$54.3K - $61.3K
|
56.3K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.68K- 24.19% |
$55.3K - $62.4K
|
5.27K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.81K- 0.81% |
$59.5K - $67.1K
|
220K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 0.22% |
$65K - $73.4K
|
898K
$31.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.1K- 1.55% |
$69K - $77.8K
|
133K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.31K- 4.43% |
$75.9K - $85.6K
|
49.7K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.33K- 18.72% |
$76.7K - $86.6K
|
10.1K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.48K- 18.11% |
$81.5K - $92K
|
11.2K
$398K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.59K- 11.66% |
$85.2K - $96.1K
|
19.6K
$697K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.65K- 5.79% |
$87.3K - $98.5K
|
43.1K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 0.53% |
$91.6K - $103K
|
523K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.85K- 3.12% |
$93.7K - $106K
|
88.3K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.26K- 3.04% |
$107K - $121K
|
104K
$3.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3.69K- 18.5% |
$121K - $137K
|
16.3K
$578K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.74K- 1.64% |
$123K - $139K
|
225K
$7.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.76K- 17.86% |
$124K - $140K
|
17.3K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.89K- 36.26% |
$128K - $145K
|
6.84K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.05K- 17.46% |
$133K - $150K
|
19.1K
$681K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.51K- 30.53% |
$148K - $167K
|
10.3K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.56K- 2.77% |
$150K - $169K
|
160K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.84K- 10.06% |
$159K - $180K
|
43.3K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-4.86K- 3.67% |
$160K - $181K
|
128K
$4.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.94K- 0.33% |
$162K - $183K
|
1.5M
$53.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.15K- 30.75% |
$170K - $191K
|
11.6K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.29K- 6.1% |
$174K - $197K
|
81.5K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.29K- 1.43% |
$174K - $197K
|
366K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.36K- 1.21% |
$176K - $199K
|
437K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.64K- 8.65% |
$186K - $210K
|
59.6K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.7K- 88.62% |
$188K - $212K
|
732
$26K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.83K- 1.92% |
$192K - $217K
|
299K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.96K- 28.8% |
$196K - $221K
|
14.7K
$524K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.23K- 3.52% |
$205K - $232K
|
171K
$6.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.25K- 37.49% |
$206K - $232K
|
10.4K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.73K- 2.69% |
$222K - $250K
|
243K
$8.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.93K- 1.65% |
$228K - $257K
|
414K
$14.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-6.98K- 2.87% |
$230K - $259K
|
237K
$8.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.99K- 38.3% |
$230K - $260K
|
11.3K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.32K- 2.03% |
$241K - $272K
|
353K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.57K- 6.21% |
$249K - $281K
|
114K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.81K- 16.59% |
$257K - $290K
|
39.2K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.34K- 7.01% |
$274K - $310K
|
111K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.71K- 40.0% |
$287K - $323K
|
13.1K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-8.86K- 6.98% |
$292K - $329K
|
118K
$4.2M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.4K- 3.85% |
$309K - $349K
|
235K
$8.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9.47K- 2.23% |
$312K - $352K
|
415K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-10.4K- 19.28% |
$341K - $385K
|
43.4K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10.5K- 1.56% |
$345K - $390K
|
660K
$23.5M
|