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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
34.7KNew |
$1.07M - $1.15M
|
34.7K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
296New |
$9.15K - $9.79K
|
296
$11K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-584K- 95.26% |
$18.1M - $19.3M
|
29.1K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.9KNew |
$275K - $295K
|
8.9K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.4K+ 31.21% |
$74.2K - $79.5K
|
10.1K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.82KNew |
$56.4K - $60.4K
|
1.82K
$67.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-477- 26.84% |
$14.7K - $15.8K
|
1.3K
$48.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-432- 47.01% |
$13.4K - $14.3K
|
487
$18.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7New |
$216 - $232
|
7
$261
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.54K- 15.07% |
$47.7K - $51.1K
|
8.7K
$324K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
957+ 3.63% |
$29.6K - $31.7K
|
27.3K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
5+ 0.12% |
$155 - $165
|
4.35K
$162K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
8KNew |
$247K - $265K
|
8K
$298K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-433- 5.89% |
$13.4K - $14.3K
|
6.92K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
412New |
$12.7K - $13.6K
|
412
$15.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5.46KNew |
$169K - $181K
|
5.46K
$203K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
299New |
$9.24K - $9.89K
|
299
$11.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22.4K+ 29.57% |
$692K - $740K
|
98K
$3.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
24.4KNew |
$753K - $806K
|
24.4K
$906K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
5.03KNew |
$155K - $166K
|
5.03K
$187K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
63New |
$1.95K - $2.08K
|
63
$2.34K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
87+ 1.2% |
$2.69K - $2.88K
|
7.35K
$273K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4New |
$124 - $132
|
4
$149
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$1.24K - $1.32K
|
40
$1.49K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 5.0% |
$30.9 - $33.1
|
21
$782
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.28% |
$61.8 - $66.2
|
158
$5.88K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.2KNew |
$1.44M - $1.57M
|
49.2K
$1.83M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-276- 71.88% |
$8.07K - $8.82K
|
108
$4.02K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.2KNew |
$621K - $679K
|
21.2K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$310K - $339K
|
10.6K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
4.07K+ 43.81% |
$119K - $130K
|
13.4K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.31K- 5.17% |
$38.2K - $41.8K
|
24K
$892K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
6.72KNew |
$196K - $215K
|
6.72K
$250K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
954New |
$27.9K - $30.5K
|
954
$35.5K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
126New |
$3.68K - $4.03K
|
126
$4.69K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.15K- 94.71% |
$62.8K - $68.7K
|
120
$4.47K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.05K- 95.27% |
$30.6K - $33.5K
|
52
$1.94K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
118KNew |
$3.46M - $3.78M
|
118K
$4.4M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$29.9K - $32.7K
|
1.02K
$38K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1- -0.0% |
$29.2 - $32
|
5.79M
$215M
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
6.68KNew |
$195K - $213K
|
6.68K
$248K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-117- 1.28% |
$3.42K - $3.74K
|
9K
$335K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-13.6KClosed |
$397K - $435K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$439 - $480
|
15
$558
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.04K- 5.0% |
$30.4K - $33.2K
|
19.8K
$736K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21New |
$614 - $671
|
21
$782
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
7.41KNew |
$217K - $237K
|
7.41K
$276K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
540New |
$15.8K - $17.3K
|
540
$20.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 17.67% |
$66.9K - $73.2K
|
10.7K
$397K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
862New |
$21.7K - $26.2K
|
862
$32.1K
|
|