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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.42K+ 0.67% |
$47.8K - $53.5K
|
212K
$7.89M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
779New |
$26.2K - $29.4K
|
779
$29K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
744New |
$25.1K - $28.1K
|
744
$27.7K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
741+ 7.73% |
$24.9K - $27.9K
|
10.3K
$384K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
634New |
$21.3K - $23.9K
|
634
$23.6K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
604New |
$20.3K - $22.8K
|
604
$22.5K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
541New |
$18.2K - $20.4K
|
541
$20.1K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
494New |
$16.6K - $18.6K
|
494
$18.4K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
452+ 99.78% |
$15.2K - $17K
|
905
$33.7K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
416+ 54.1% |
$14K - $15.7K
|
1.19K
$44.1K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
414New |
$13.9K - $15.6K
|
414
$15.4K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
323New |
$10.9K - $12.2K
|
323
$12K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
310New |
$10.4K - $11.7K
|
310
$11.5K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
281New |
$9.46K - $10.6K
|
281
$10.5K
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
181+ 0.79% |
$6.09K - $6.83K
|
23K
$857K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
127New |
$4.28K - $4.79K
|
127
$4.73K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
73New |
$2.46K - $2.75K
|
73
$2.72K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33New |
$1.11K - $1.24K
|
33
$1.23K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31New |
$1.04K - $1.17K
|
31
$1.15K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23New |
$774 - $867
|
23
$856
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
58.9KNew |
$2.01M - $2.15M
|
58.9K
$2.19M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
25.2KNew |
$860K - $918K
|
25.2K
$936K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$569K - $608K
|
16.7K
$620K
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
15.4KNew |
$527K - $562K
|
15.4K
$573K
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
12KNew |
$412K - $439K
|
12K
$448K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.6K+ 13.82% |
$362K - $387K
|
87.2K
$3.25M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
9.99K+ 3.37% |
$342K - $365K
|
307K
$11.4M
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
8.5K+ 1.95% |
$290K - $310K
|
444K
$16.5M
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.26KNew |
$214K - $228K
|
6.26K
$233K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.44KNew |
$152K - $162K
|
4.44K
$165K
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3.34KNew |
$114K - $122K
|
3.34K
$124K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.23KNew |
$110K - $118K
|
3.23K
$120K
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.59KNew |
$88.6K - $94.6K
|
2.59K
$96.4K
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.23KNew |
$76.1K - $81.3K
|
2.23K
$82.9K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.57% |
$41.3K - $44.1K
|
48.3K
$1.8M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.09KNew |
$37.1K - $39.6K
|
1.09K
$40.4K
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.06K+ 14.34% |
$36.3K - $38.7K
|
8.46K
$315K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1K+ 1470.59% |
$34.2K - $36.5K
|
1.07K
$39.8K
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
808+ 12.82% |
$27.6K - $29.5K
|
7.11K
$265K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
790New |
$27K - $28.8K
|
790
$29.4K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
755New |
$25.8K - $27.6K
|
755
$28.1K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
523New |
$17.9K - $19.1K
|
523
$19.5K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
485New |
$16.6K - $17.7K
|
485
$18.1K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
371New |
$12.7K - $13.5K
|
371
$13.8K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337New |
$11.5K - $12.3K
|
337
$12.5K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
317New |
$10.8K - $11.6K
|
317
$11.8K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
278New |
$9.5K - $10.1K
|
278
$10.3K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
252+ 2100.0% |
$8.62K - $9.2K
|
264
$9.83K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
221New |
$7.56K - $8.07K
|
221
$8.23K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
122New |
$4.17K - $4.45K
|
122
$4.54K
|