Latest Institutional Transactions on Schwab Fundamental Intl Large (FNDF)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.86KNew |
$216K - $230K
|
6.86K
$228K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
161New |
$5.07K - $5.4K
|
161
$5.36K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.45K+ 3.74% |
$45.8K - $48.7K
|
40.3K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.9K+ 22.62% |
$91.3K - $97.2K
|
15.7K
$524K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
13.9K+ 4.9% |
$439K - $468K
|
299K
$9.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
35.4KNew |
$1.12M - $1.19M
|
35.4K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.75KNew |
$55K - $58.6K
|
1.75K
$58.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
30.2KNew |
$952K - $1.01M
|
30.2K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
18New |
$567 - $604
|
18
$600
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
100+ 0.97% |
$3.15K - $3.35K
|
10.4K
$347K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.49K+ 8.57% |
$110K - $117K
|
44.2K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
48+ 2.25% |
$1.51K - $1.61K
|
2.18K
$72.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
86New |
$2.71K - $2.88K
|
86
$2.87K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.47K- 14.95% |
$141K - $150K
|
25.4K
$848K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.7KNew |
$462K - $492K
|
14.7K
$489K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.1KNew |
$66.2K - $70.4K
|
2.1K
$70K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.21K+ 38.72% |
$133K - $141K
|
15.1K
$502K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
254K+ 24.73% |
$8M - $8.51M
|
1.28M
$42.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-316- 2.65% |
$9.96K - $10.6K
|
11.6K
$387K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
20.7KNew |
$651K - $693K
|
20.7K
$688K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-459- 2.26% |
$14.5K - $15.4K
|
19.9K
$662K
|
|
| Q2 2023 | |||||||
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.99K+ 24.3% |
$154K - $165K
|
25.5K
$850K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
34.7KNew |
$1.07M - $1.15M
|
34.7K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
296New |
$9.15K - $9.79K
|
296
$9.86K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.9KNew |
$275K - $295K
|
8.9K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-584K- 95.26% |
$18.1M - $19.3M
|
29.1K
$969K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.4K+ 31.21% |
$74.2K - $79.5K
|
10.1K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-477- 26.84% |
$14.7K - $15.8K
|
1.3K
$43.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.82KNew |
$56.4K - $60.4K
|
1.82K
$60.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.54K- 15.07% |
$47.7K - $51.1K
|
8.7K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7New |
$216 - $232
|
7
$233
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-432- 47.01% |
$13.4K - $14.3K
|
487
$16.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
957+ 3.63% |
$29.6K - $31.7K
|
27.3K
$911K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
5+ 0.12% |
$155 - $165
|
4.35K
$145K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
8KNew |
$247K - $265K
|
8K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-433- 5.89% |
$13.4K - $14.3K
|
6.92K
$230K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
412New |
$12.7K - $13.6K
|
412
$13.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5.46KNew |
$169K - $181K
|
5.46K
$182K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
299New |
$9.24K - $9.89K
|
299
$9.96K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22.4K+ 29.57% |
$692K - $740K
|
98K
$3.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
24.4KNew |
$753K - $806K
|
24.4K
$811K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
5.03KNew |
$155K - $166K
|
5.03K
$167K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
87+ 1.2% |
$2.69K - $2.88K
|
7.35K
$245K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
63New |
$1.95K - $2.08K
|
63
$2.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4New |
$124 - $132
|
4
$133
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 5.0% |
$30.9 - $33.1
|
21
$700
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$1.24K - $1.32K
|
40
$1.33K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.28% |
$61.8 - $66.2
|
158
$5.26K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-30- 10.38% |
$927 - $993
|
259
$8.63K
|
|