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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.2K+ 0.57% |
$170K - $185K
|
923K
$30.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.17K+ 64.8% |
$168K - $184K
|
13.1K
$438K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.12K+ 1.38% |
$167K - $182K
|
376K
$12.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.68K+ 38.86% |
$153K - $167K
|
16.7K
$558K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.48K+ 11.02% |
$146K - $160K
|
45.2K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.43K+ 17.99% |
$144K - $158K
|
29K
$967K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.35K+ 19.38% |
$142K - $155K
|
26.8K
$892K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.09K+ 77.2% |
$133K - $146K
|
9.38K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.97K+ 11.19% |
$129K - $142K
|
39.5K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.83K+ 12.68% |
$125K - $137K
|
34K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.81K+ 8.04% |
$124K - $136K
|
51.2K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.69K+ 4.62% |
$120K - $132K
|
83.6K
$2.79M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.45K+ 3.22% |
$113K - $123K
|
111K
$3.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.2K+ 164.05% |
$104K - $114K
|
5.15K
$172K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.05K+ 8.17% |
$99.5K - $109K
|
40.4K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.02K+ 10.59% |
$98.3K - $107K
|
31.5K
$1.05M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.97KNew |
$96.9K - $106K
|
2.97K
$99.1K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.95K+ 5.5% |
$96.2K - $105K
|
56.7K
$1.89M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.93K+ 24.59% |
$95.6K - $105K
|
14.9K
$495K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.89KNew |
$94.2K - $103K
|
2.89K
$96.3K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
2.84K+ 5.3% |
$92.7K - $101K
|
56.5K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.74K+ 3.51% |
$89.4K - $97.8K
|
80.9K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.72K+ 31.71% |
$88.8K - $97.1K
|
11.3K
$377K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.71K+ 12.6% |
$88.2K - $96.5K
|
24.2K
$806K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.68K+ 1.39% |
$87.3K - $95.5K
|
196K
$6.53M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.55K+ 1.09% |
$82.9K - $90.7K
|
235K
$7.83M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.55K+ 40.42% |
$82.9K - $90.7K
|
8.84K
$295K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.43K+ 9.64% |
$79K - $86.5K
|
27.6K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.42K+ 4.02% |
$79K - $86.4K
|
62.7K
$2.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.35K+ 1.37% |
$76.5K - $83.7K
|
174K
$5.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.28K+ 19.34% |
$74.4K - $81.4K
|
14.1K
$469K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.14K+ 27.67% |
$69.6K - $76.1K
|
9.85K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.12K+ 24.99% |
$69.1K - $75.6K
|
10.6K
$353K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.1KNew |
$68.5K - $74.9K
|
2.1K
$70K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.1K+ 4.49% |
$68.3K - $74.7K
|
48.7K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.05K+ 19.18% |
$66.7K - $73K
|
12.7K
$424K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2.04K+ 8.35% |
$66.4K - $72.7K
|
26.4K
$881K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 6.23% |
$66K - $72.2K
|
34.5K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.02K+ 52.22% |
$65.8K - $72K
|
5.89K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.92K+ 16.91% |
$62.6K - $68.4K
|
13.3K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.89K+ 12.19% |
$61.7K - $67.5K
|
17.4K
$581K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.89K+ 4.81% |
$61.7K - $67.5K
|
41.2K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.88K+ 2.8% |
$61.3K - $67K
|
69.1K
$2.3M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.87K+ 41.14% |
$60.8K - $66.5K
|
6.4K
$213K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.84K+ 0.78% |
$59.8K - $65.5K
|
238K
$7.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.79K+ 3.94% |
$58.4K - $63.8K
|
47.2K
$1.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.79K+ 7.08% |
$58.3K - $63.8K
|
27K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.75K+ 28.59% |
$57.1K - $62.5K
|
7.88K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.75K+ 1.14% |
$57.1K - $62.4K
|
156K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.75K+ 16.27% |
$56.9K - $62.3K
|
12.5K
$416K
|