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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.5K+ 5.98% |
$863K - $944K
|
470K
$15.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
26K+ 8.55% |
$848K - $927K
|
330K
$11M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
25.4K+ 5.0% |
$829K - $907K
|
534K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.6K+ 199.59% |
$802K - $877K
|
36.9K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
23.5K+ 25.53% |
$764K - $836K
|
115K
$3.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
23.4K+ 3.4% |
$762K - $833K
|
710K
$23.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23.2K+ 17.26% |
$755K - $825K
|
157K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.1K+ 5.62% |
$752K - $823K
|
433K
$14.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
23K+ 3.61% |
$749K - $819K
|
659K
$22M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
22.8KNew |
$743K - $813K
|
22.8K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.9K+ 8.51% |
$649K - $710K
|
254K
$8.46M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
19.8K+ 1.41% |
$645K - $705K
|
1.42M
$47.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
19.4KNew |
$631K - $691K
|
19.4K
$646K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.4KNew |
$631K - $691K
|
19.4K
$646K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
18.9K+ 7.18% |
$617K - $675K
|
283K
$9.42M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.8K+ 5.73% |
$614K - $672K
|
348K
$11.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.7KNew |
$610K - $667K
|
18.7K
$623K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
18K+ 3.29% |
$588K - $643K
|
566K
$18.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
17.9K+ 3.34% |
$585K - $640K
|
555K
$18.5M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17.3K+ 1.94% |
$563K - $616K
|
908K
$30.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 2.22% |
$551K - $603K
|
778K
$25.9M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.4KNew |
$534K - $584K
|
16.4K
$546K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 4042.47% |
$534K - $584K
|
16.8K
$559K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16.3K+ 2.1% |
$531K - $581K
|
793K
$26.4M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16.2K+ 2.72% |
$529K - $579K
|
614K
$20.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15.8K+ 4.5% |
$516K - $565K
|
367K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.4KNew |
$501K - $548K
|
15.4K
$512K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15K+ 9.96% |
$490K - $536K
|
166K
$5.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
14.9K+ 30.51% |
$486K - $532K
|
63.8K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
13.7K+ 4.6% |
$448K - $490K
|
312K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
13.7KNew |
$447K - $489K
|
13.7K
$457K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
13.5K+ 1.63% |
$441K - $482K
|
844K
$28.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$429K - $469K
|
13.2K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7K+ 2.03% |
$414K - $452K
|
638K
$21.3M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.6K+ 0.66% |
$411K - $450K
|
1.93M
$64.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12K+ 115.3% |
$392K - $429K
|
22.5K
$749K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.9K+ 185.71% |
$388K - $424K
|
18.3K
$610K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.8K+ 9040.46% |
$386K - $422K
|
12K
$399K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.6K+ 3.34% |
$379K - $415K
|
359K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
11.4K+ 3.91% |
$372K - $407K
|
303K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.3K+ 24.59% |
$368K - $402K
|
57.2K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
11.3K+ 10.84% |
$367K - $402K
|
115K
$3.84M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11K+ 32.66% |
$357K - $391K
|
44.5K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 20.06% |
$350K - $383K
|
64.4K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
10.5K+ 7.46% |
$343K - $376K
|
152K
$5.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.5KNew |
$343K - $375K
|
10.5K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
10.5K+ 3.66% |
$341K - $373K
|
297K
$9.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10.4K+ 109.92% |
$340K - $372K
|
19.9K
$664K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
9.79KNew |
$319K - $349K
|
9.79K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
9.37K+ 4.05% |
$305K - $334K
|
241K
$8.03M
|