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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
6.52K+ 585.37% |
$197K - $220K
|
7.64K
$254K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.38K+ 6.85% |
$163K - $182K
|
84K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.04KNew |
$122K - $136K
|
4.04K
$134K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.11KNew |
$63.8K - $71.3K
|
2.11K
$70.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.79KNew |
$54K - $60.3K
|
1.79K
$59.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.55KNew |
$46.8K - $52.3K
|
1.55K
$51.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.49KNew |
$45.1K - $50.4K
|
1.49K
$49.6K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.47KNew |
$44.3K - $49.5K
|
1.47K
$48.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.1KNew |
$33.4K - $37.3K
|
1.1K
$36.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.08KNew |
$32.6K - $36.4K
|
1.08K
$35.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.01KNew |
$30.7K - $34.2K
|
1.01K
$33.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
890New |
$26.9K - $30.1K
|
890
$29.6K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
762New |
$23K - $25.7K
|
762
$25.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
725New |
$21.9K - $24.5K
|
725
$24.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
627+ 277.43% |
$19K - $21.2K
|
853
$28.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
479New |
$14.5K - $16.2K
|
479
$15.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
440+ 0.47% |
$13.3K - $14.9K
|
94.6K
$3.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$11.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
283New |
$8.56K - $9.56K
|
283
$9.4K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
195New |
$5.89K - $6.59K
|
195
$6.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
169+ 86.67% |
$5.11K - $5.71K
|
364
$12.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
165New |
$4.99K - $5.57K
|
165
$5.48K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
142New |
$4.29K - $4.8K
|
142
$4.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
132New |
$3.99K - $4.46K
|
132
$4.38K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
123+ 1.82% |
$3.72K - $4.15K
|
6.87K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
72+ 122.03% |
$2.18K - $2.43K
|
131
$4.35K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
57New |
$1.72K - $1.92K
|
57
$1.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
40New |
$1.21K - $1.35K
|
40
$1.33K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
34+ 2.39% |
$1.03K - $1.15K
|
1.45K
$48.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20New |
$605 - $675
|
20
$664
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$302 - $338
|
10
$332
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
421K+ 789.93% |
$13.3M - $14.1M
|
475K
$15.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
254K+ 24.73% |
$8M - $8.51M
|
1.28M
$42.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
35.4KNew |
$1.12M - $1.19M
|
35.4K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
30.2KNew |
$952K - $1.01M
|
30.2K
$1M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
20.7KNew |
$651K - $693K
|
20.7K
$686K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.7KNew |
$462K - $492K
|
14.7K
$487K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
13.9K+ 4.9% |
$439K - $468K
|
299K
$9.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.86KNew |
$216K - $230K
|
6.86K
$228K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.21K+ 38.72% |
$133K - $141K
|
15.1K
$500K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.49K+ 8.57% |
$110K - $117K
|
44.2K
$1.47M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.9K+ 22.62% |
$91.3K - $97.2K
|
15.7K
$522K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.1KNew |
$66.2K - $70.4K
|
2.1K
$69.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.75KNew |
$55K - $58.6K
|
1.75K
$58K
|
|
|
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 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.08KNew |
$34.1K - $36.3K
|
1.08K
$36K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
417New |
$13.1K - $14K
|
417
$13.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250New |
$7.88K - $8.39K
|
250
$8.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
186+ 14.27% |
$5.86K - $6.24K
|
1.49K
$49.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
161New |
$5.07K - $5.4K
|
161
$5.35K
|
|