Purchases and Sales Made in Q1 2024 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL INTL LARGE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.39M+ 2.6% |
$111M - $121M
|
134M
$4.47B
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.04MNew |
$66.3M - $72.6M
|
2.04M
$67.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.12M+ 487.16% |
$36.6M - $40.1M
|
1.35M
$45.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
676K+ 4.72% |
$22M - $24.1M
|
15M
$500M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
589KNew |
$19.2M - $21M
|
589K
$19.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
494K+ 919.71% |
$16.1M - $17.6M
|
547K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
491K+ 10.19% |
$16M - $17.5M
|
5.31M
$177M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
487KNew |
$15.9M - $17.3M
|
487K
$16.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
477K+ 4.89% |
$15.5M - $17M
|
10.2M
$341M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
296K+ 4570.5% |
$9.63M - $10.5M
|
302K
$10.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
255K+ 4.47% |
$8.3M - $9.08M
|
5.96M
$199M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
255K+ 4.47% |
$8.3M - $9.08M
|
5.96M
$199M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
232K+ 21.7% |
$7.55M - $8.26M
|
1.3M
$43.3M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
202K+ 1470.94% |
$6.57M - $7.19M
|
215K
$7.18M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
167K+ 31.84% |
$5.46M - $5.97M
|
693K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
160K+ 19.68% |
$5.2M - $5.69M
|
971K
$32.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134K+ 3.35% |
$4.36M - $4.77M
|
4.12M
$137M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
133K+ 19.46% |
$4.33M - $4.74M
|
816K
$27.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
123K+ 40.58% |
$4.02M - $4.39M
|
427K
$14.2M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
113KNew |
$3.67M - $4.01M
|
113K
$3.75M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 11.05% |
$3.67M - $4.01M
|
1.13M
$37.7M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
107KNew |
$3.47M - $3.8M
|
107K
$3.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
104K+ 193.53% |
$3.39M - $3.71M
|
158K
$5.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
86.1K+ 390.35% |
$2.81M - $3.07M
|
108K
$3.61M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.5K+ 13.08% |
$2.72M - $2.98M
|
722K
$24.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
79.3K+ 368.17% |
$2.58M - $2.83M
|
101K
$3.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
78.5KNew |
$2.56M - $2.8M
|
78.5K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
76.6KNew |
$2.5M - $2.73M
|
76.6K
$2.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
70.9K+ 46.62% |
$2.31M - $2.53M
|
223K
$7.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
68.8K+ 26.25% |
$2.24M - $2.45M
|
331K
$11M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.5K+ 19.42% |
$2.2M - $2.41M
|
415K
$13.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59.7K+ 16.99% |
$1.95M - $2.13M
|
411K
$13.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.6K+ 7.94% |
$1.91M - $2.09M
|
797K
$26.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.5K+ 7.06% |
$1.87M - $2.05M
|
872K
$29.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
57.2K+ 2.51% |
$1.86M - $2.04M
|
2.33M
$77.8M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52.7K+ 11215.74% |
$1.72M - $1.88M
|
53.2K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51.7K+ 38026.47% |
$1.69M - $1.84M
|
51.9K
$1.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
46KNew |
$1.5M - $1.64M
|
46K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.9K+ 46.63% |
$1.46M - $1.6M
|
141K
$4.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37.4K+ 5.61% |
$1.22M - $1.33M
|
705K
$23.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
33.9K+ 8.42% |
$1.11M - $1.21M
|
437K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
33.9K+ 220.62% |
$1.11M - $1.21M
|
49.3K
$1.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
32.8K+ 3.02% |
$1.07M - $1.17M
|
1.12M
$37.3M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
30.1K+ 6856.49% |
$981K - $1.07M
|
30.5K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
29.9K+ 5.27% |
$975K - $1.07M
|
598K
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
29.4K+ 8.36% |
$957K - $1.05M
|
380K
$12.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 3.52% |
$926K - $1.01M
|
835K
$27.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28.2K+ 57.24% |
$918K - $1M
|
77.3K
$2.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
28.1K+ 359.17% |
$915K - $1M
|
35.9K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
26.6K+ 6.51% |
$867K - $949K
|
435K
$14.5M
|