Latest Institutional Purchases of Schwab Fundamental Intl Large (FNDF)

FNDF Quotes by TradingView

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
Nov 13, 2024 Q3 2024
Argent Financial Group, Inc.

Ruston, LA
BUY
 -
5.53K
New
$186K - $208K
5.53K $222K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
5.53K
New
$186K - $208K
5.53K $222K
Dec 02, 2024 Q3 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
5.51K
New
$185K - $208K
5.51K $221K
Nov 07, 2024 Q3 2024
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
5.41K
New
$182K - $204K
5.41K $217K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
3.16K
New
$106K - $119K
3.16K $127K
Nov 08, 2024 Q3 2024
New Potomac Partners, LLC

BUY
 -
2.75K
New
$92.6K - $104K
2.75K $110K
Nov 04, 2024 Q3 2024
Proffitt & Goodson Inc

BUY
 -
2.75K
New
$92.4K - $104K
2.75K $110K
Nov 14, 2024 Q3 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
1.79K
New
$60.3K - $67.5K
1.79K $71.9K
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
1.64K
+ 26.92%
$55.1K - $61.7K
7.71K $310K
Dec 03, 2024 Q3 2024
Vista Private Wealth Partners. LLC

BUY
 -
1.61K
+ 0.57%
$54K - $60.5K
284K $11.4M
Oct 08, 2024 Q3 2024
Marquette Asset Management, LLC

BUY
 -
779
New
$26.2K - $29.4K
779 $31.3K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
744
New
$25.1K - $28.1K
744 $29.9K
Nov 05, 2024 Q3 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
741
+ 7.73%
$24.9K - $27.9K
10.3K $415K
Oct 21, 2024 Q3 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
604
New
$20.3K - $22.8K
604 $24.3K
Nov 06, 2024 Q3 2024
Coastline Trust CO

BUY
 -
541
New
$18.2K - $20.4K
541 $21.7K
Oct 11, 2024 Q3 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
494
New
$16.6K - $18.6K
494 $19.8K
Oct 30, 2024 Q3 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
452
+ 99.78%
$15.2K - $17K
905 $36.3K
Oct 24, 2024 Q3 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
416
+ 54.1%
$14K - $15.7K
1.19K $47.6K
Oct 18, 2024 Q3 2024
Godsey & Gibb Associates

BUY
 -
414
New
$13.9K - $15.6K
414 $16.6K
Oct 11, 2024 Q3 2024
Kathleen S. Wright Associates Inc.

BUY
 -
323
New
$10.9K - $12.2K
323 $13K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
281
New
$9.46K - $10.6K
281 $11.3K
Nov 08, 2024 Q3 2024
Roger Wittlin Investment Advisory, LLC

BUY
 -
181
+ 0.79%
$6.09K - $6.83K
23K $925K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
127
New
$4.28K - $4.79K
127 $5.1K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
73
New
$2.46K - $2.75K
73 $2.93K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
33
New
$1.11K - $1.24K
33 $1.33K
Nov 08, 2024 Q3 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
31
New
$1.04K - $1.17K
31 $1.24K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
23
New
$774 - $867
23 $924
Q2 2024
Aug 09, 2024 Q2 2024
Personal Cfo Solutions, LLC

BUY
 -
58.9K
New
$2.01M - $2.15M
58.9K $2.36M
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
25.2K
New
$860K - $918K
25.2K $1.01M
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
16.7K
New
$569K - $608K
16.7K $669K
Aug 09, 2024 Q2 2024
Menlo Advisors LLC

BUY
 -
15.4K
New
$527K - $562K
15.4K $619K
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
12K
New
$412K - $439K
12K $483K
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
9.99K
+ 3.37%
$342K - $365K
307K $12.3M
Aug 14, 2024 Q2 2024
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
8.5K
+ 1.95%
$290K - $310K
444K $17.8M
Jul 31, 2024 Q2 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
6.26K
New
$214K - $228K
6.26K $251K
Jul 30, 2024 Q2 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
4.44K
New
$152K - $162K
4.44K $178K
Aug 12, 2024 Q2 2024
Accent Capital Management, LLC

Dayton, OH
BUY
 -
3.34K
New
$114K - $122K
3.34K $134K
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3.23K
New
$110K - $118K
3.23K $130K
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
2.59K
New
$88.6K - $94.6K
2.59K $104K
Aug 13, 2024 Q2 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
2.23K
New
$76.1K - $81.3K
2.23K $89.4K
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
1.21K
+ 2.57%
$41.3K - $44.1K
48.3K $1.94M
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
1.09K
New
$37.1K - $39.6K
1.09K $43.6K
Aug 13, 2024 Q2 2024
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
1.06K
+ 14.34%
$36.3K - $38.7K
8.46K $340K
Jul 17, 2024 Q2 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1K
+ 1470.59%
$34.2K - $36.5K
1.07K $42.9K
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
808
+ 12.82%
$27.6K - $29.5K
7.11K $286K
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
790
New
$27K - $28.8K
790 $31.7K
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
755
New
$25.8K - $27.6K
755 $30.3K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
523
New
$17.9K - $19.1K
523 $21K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
485
New
$16.6K - $17.7K
485 $19.5K

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