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 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.72K+ 12.19% |
$56.1K - $61.3K
|
15.8K
$527K
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.69K+ 18.12% |
$55.2K - $60.4K
|
11K
$368K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.69K+ 3.06% |
$54.9K - $60.1K
|
56.7K
$1.89M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.68K+ 27.95% |
$54.9K - $60K
|
7.71K
$257K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 9.64% |
$52.2K - $57.1K
|
18.2K
$607K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 2.4% |
$51.8K - $56.6K
|
67.9K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.57KNew |
$51.2K - $56K
|
1.57K
$52.3K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.55KNew |
$50.4K - $55.2K
|
1.55K
$51.5K
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.5K+ 0.39% |
$49K - $53.6K
|
392K
$13.1M
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.5KNew |
$48.9K - $53.5K
|
1.5K
$50K
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
1.46K+ 1.18% |
$47.7K - $52.2K
|
125K
$4.16M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.46K+ 12.55% |
$47.7K - $52.2K
|
13.1K
$437K
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.45K+ 0.72% |
$47.2K - $51.6K
|
202K
$6.71M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.44KNew |
$47K - $51.4K
|
1.44K
$48K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.44K+ 1.58% |
$46.8K - $51.2K
|
92.1K
$3.07M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.42K+ 5.22% |
$46.3K - $50.7K
|
28.7K
$955K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.42K+ 372.63% |
$46.1K - $50.5K
|
1.8K
$59.8K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 3.76% |
$44.3K - $48.4K
|
37.4K
$1.25M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.34KNew |
$43.7K - $47.8K
|
1.34K
$44.7K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
1.32K+ 0.96% |
$43K - $47.1K
|
138K
$4.61M
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1.29K+ 378.24% |
$41.9K - $45.8K
|
1.63K
$54.2K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.21KNew |
$39.4K - $43.1K
|
1.21K
$40.3K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.18K+ 4.62% |
$38.5K - $42.1K
|
26.7K
$891K
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.16K+ 1.18% |
$37.7K - $41.2K
|
99.5K
$3.32M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.11KNew |
$36K - $39.4K
|
1.11K
$36.8K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.05K+ 58.14% |
$34.1K - $37.3K
|
2.85K
$94.8K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
991New |
$32.3K - $35.3K
|
991
$33K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
986New |
$32.1K - $35.2K
|
986
$32.9K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
965New |
$31.4K - $34.4K
|
965
$32.2K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
964+ 24.81% |
$31.4K - $34.4K
|
4.85K
$162K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
878+ 14.21% |
$28.6K - $31.3K
|
7.06K
$235K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
867New |
$28.3K - $30.9K
|
867
$28.9K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
803+ 3.25% |
$26.2K - $28.6K
|
25.5K
$850K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
769New |
$25.1K - $27.4K
|
769
$25.6K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
721+ 32.97% |
$23.5K - $25.7K
|
2.91K
$96.9K
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
702+ 1.76% |
$22.9K - $25K
|
40.7K
$1.36M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
696+ 7.79% |
$22.7K - $24.8K
|
9.63K
$321K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
676+ 10.91% |
$22K - $24.1K
|
6.87K
$229K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
642New |
$20.9K - $22.9K
|
642
$21.4K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
630+ 4.89% |
$20.5K - $22.5K
|
13.5K
$451K
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
600+ 2.04% |
$19.6K - $21.4K
|
30K
$998K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
590+ 0.2% |
$19.2K - $21K
|
300K
$10M
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
585+ 8.48% |
$19.1K - $20.9K
|
7.48K
$249K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
570+ 4.3% |
$18.6K - $20.3K
|
13.8K
$461K
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
551+ 3.51% |
$18K - $19.6K
|
16.2K
$541K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
509New |
$16.6K - $18.1K
|
509
$17K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
482+ 5.01% |
$15.7K - $17.2K
|
10.1K
$337K
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
478+ 1.77% |
$15.6K - $17K
|
27.5K
$917K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
453New |
$14.8K - $16.1K
|
453
$15.1K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
446+ 0.6% |
$14.5K - $15.9K
|
74.7K
$2.49M
|