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 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.31K+ 4.55% |
$303K - $332K
|
214K
$7.12M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9.08KNew |
$296K - $324K
|
9.08K
$303K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9.01KNew |
$294K - $321K
|
9.01K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
8.9K+ 4.1% |
$290K - $317K
|
226K
$7.53M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.68K+ 7.33% |
$283K - $309K
|
127K
$4.23M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.55K+ 4.05% |
$279K - $305K
|
220K
$7.32M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.47K+ 122.39% |
$276K - $302K
|
15.4K
$513K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
8.01K+ 4.84% |
$261K - $286K
|
174K
$5.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7.89K+ 2.21% |
$257K - $281K
|
365K
$12.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.77K+ 1507.77% |
$253K - $277K
|
8.28K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.76KNew |
$253K - $277K
|
7.76K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.66K+ 3.18% |
$250K - $273K
|
249K
$8.28M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
7.63K+ 52.24% |
$249K - $272K
|
22.2K
$741K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.63K+ 1.55% |
$248K - $272K
|
501K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.61K+ 75.53% |
$248K - $271K
|
17.7K
$589K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.56K+ 279.14% |
$246K - $269K
|
10.3K
$342K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.54KNew |
$246K - $269K
|
7.54K
$251K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7.45K+ 2.74% |
$243K - $266K
|
280K
$9.33M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
7.27KNew |
$237K - $259K
|
7.27K
$242K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.16K+ 84.57% |
$233K - $255K
|
15.6K
$521K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6.99KNew |
$228K - $249K
|
6.99K
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6.93K+ 13.16% |
$226K - $247K
|
59.6K
$1.98M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.7K+ 134.19% |
$218K - $239K
|
11.7K
$390K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.67K+ 5.67% |
$217K - $238K
|
124K
$4.14M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.66KNew |
$217K - $238K
|
6.66K
$222K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.66K+ 32.36% |
$217K - $237K
|
27.2K
$907K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.51K+ 1.65% |
$212K - $232K
|
401K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.45K+ 2.48% |
$210K - $230K
|
267K
$8.89M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6.38K+ 5.85% |
$208K - $228K
|
116K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.38K+ 8.48% |
$208K - $228K
|
81.6K
$2.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.33K+ 56.24% |
$206K - $226K
|
17.6K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.32K+ 29.58% |
$206K - $225K
|
27.7K
$923K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.32KNew |
$206K - $225K
|
6.32K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.31K+ 4.04% |
$206K - $225K
|
163K
$5.42M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.29K+ 10.33% |
$205K - $224K
|
67.2K
$2.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
6.26KNew |
$204K - $223K
|
6.26K
$208K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.19K+ 29.8% |
$202K - $221K
|
27K
$898K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.17K+ 2.4% |
$201K - $220K
|
263K
$8.78M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
5.88KNew |
$191K - $209K
|
5.88K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.87KNew |
$191K - $209K
|
5.87K
$196K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.79KNew |
$189K - $206K
|
5.79K
$193K
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
5.72KNew |
$187K - $204K
|
5.72K
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.69K+ 4.26% |
$185K - $203K
|
139K
$4.64M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.66KNew |
$184K - $202K
|
5.66K
$188K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.62KNew |
$183K - $200K
|
5.62K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.5K+ 420.41% |
$179K - $196K
|
6.81K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5.45K+ 13.09% |
$178K - $194K
|
47.1K
$1.57M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5.38K+ 3.92% |
$175K - $192K
|
143K
$4.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.25K+ 53.23% |
$171K - $187K
|
15.1K
$503K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.23K+ 41.99% |
$170K - $186K
|
17.7K
$589K
|