Latest Institutional Purchases of Schwab Fundamental Intl Large (FNDF)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.71K+ 2.77% |
$158K - $177K
|
174K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.6K+ 8.57% |
$155K - $173K
|
58.3K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.59K+ 4.59% |
$155K - $173K
|
105K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.52K+ 12.01% |
$152K - $170K
|
42.1K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
4.49K+ 1.14% |
$151K - $169K
|
397K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.45K+ 70.9% |
$150K - $168K
|
10.7K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.43K+ 24.86% |
$149K - $167K
|
22.2K
$738K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.88K+ 0.58% |
$130K - $146K
|
671K
$22.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.65K+ 165.19% |
$123K - $138K
|
5.86K
$195K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.52K+ 16.17% |
$119K - $133K
|
25.3K
$840K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
3.2K+ 1208.68% |
$108K - $121K
|
3.47K
$115K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.16KNew |
$106K - $119K
|
3.16K
$105K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.06K+ 51.74% |
$103K - $115K
|
8.97K
$298K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
3.02K+ 2.33% |
$102K - $114K
|
133K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.99K+ 14.78% |
$101K - $113K
|
23.2K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.85K+ 5.05% |
$95.8K - $107K
|
59.2K
$1.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.82K+ 3.07% |
$94.9K - $106K
|
94.6K
$3.14M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.75KNew |
$92.6K - $104K
|
2.75K
$91.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.75KNew |
$92.4K - $104K
|
2.75K
$91.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.73K+ 21.32% |
$91.8K - $103K
|
15.5K
$515K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.72K+ 1.04% |
$91.6K - $103K
|
264K
$8.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.7K+ 0.51% |
$90.8K - $102K
|
533K
$17.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.38K+ 10.92% |
$80.2K - $89.9K
|
24.2K
$804K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.36K+ 19.45% |
$79.5K - $89K
|
14.5K
$482K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.34K+ 1.51% |
$78.7K - $88.2K
|
157K
$5.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.33K+ 1.66% |
$78.5K - $87.9K
|
143K
$4.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.24K+ 12.57% |
$75.3K - $84.3K
|
20K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.21K+ 1.58% |
$74.5K - $83.5K
|
143K
$4.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.19K+ 2.32% |
$73.8K - $82.7K
|
96.8K
$3.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.13K+ 0.19% |
$71.5K - $80.1K
|
1.13M
$37.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2K+ 5.06% |
$67.2K - $75.3K
|
41.4K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 12.14% |
$63.1K - $70.7K
|
17.3K
$575K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.87K+ 16.37% |
$62.9K - $70.4K
|
13.3K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.79KNew |
$60.3K - $67.5K
|
1.79K
$59.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.76K+ 0.92% |
$59.4K - $66.5K
|
193K
$6.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.7K+ 5.36% |
$57.4K - $64.3K
|
33.5K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.69K+ 3.47% |
$56.9K - $63.7K
|
50.4K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.67K+ 3.92% |
$56.3K - $63K
|
44.3K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.64K+ 26.92% |
$55.1K - $61.7K
|
7.71K
$256K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.61K+ 0.57% |
$54K - $60.5K
|
284K
$9.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.59K+ 0.72% |
$53.5K - $59.9K
|
223K
$7.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.56K+ 0.5% |
$52.6K - $58.9K
|
315K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.48K+ 4.81% |
$49.9K - $55.9K
|
32.3K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.47K+ 26.9% |
$49.6K - $55.5K
|
6.95K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.44K+ 0.66% |
$48.3K - $54.1K
|
218K
$7.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.42K+ 0.67% |
$47.8K - $53.5K
|
212K
$7.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.38K+ 0.54% |
$46.5K - $52.1K
|
257K
$8.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.32K+ 1.05% |
$44.4K - $49.7K
|
127K
$4.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 0.73% |
$43.4K - $48.6K
|
178K
$5.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.19KNew |
$40.2K - $45K
|
1.19K
$39.6K
|