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 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
424+ 3.13% |
$13.8K - $15.1K
|
14K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
402+ 151.7% |
$13.1K - $14.3K
|
667
$22.2K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
401New |
$13.1K - $14.3K
|
401
$13.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
400+ 162.6% |
$13K - $14.3K
|
646
$21.5K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
348+ 4.49% |
$11.3K - $12.4K
|
8.1K
$270K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
323New |
$10.5K - $11.5K
|
323
$10.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
291+ 5.63% |
$9.48K - $10.4K
|
5.46K
$182K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
289+ 0.76% |
$9.42K - $10.3K
|
38.3K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
247New |
$8.05K - $8.81K
|
247
$8.23K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
246New |
$8.02K - $8.77K
|
246
$8.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
228New |
$7.43K - $8.13K
|
228
$7.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
226+ 2.39% |
$7.37K - $8.06K
|
9.69K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
220+ 0.42% |
$7.17K - $7.84K
|
52.3K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
218+ 19.04% |
$7.1K - $7.77K
|
1.36K
$45.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
209New |
$6.81K - $7.45K
|
209
$6.96K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
202New |
$6.58K - $7.2K
|
202
$6.73K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200+ 33.61% |
$6.52K - $7.13K
|
795
$26.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
168New |
$5.48K - $5.99K
|
168
$5.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
146+ 0.39% |
$4.76K - $5.2K
|
37.5K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
139+ 6950.0% |
$4.53K - $4.96K
|
141
$4.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
134+ 0.9% |
$4.37K - $4.78K
|
15K
$501K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
132New |
$4.3K - $4.71K
|
132
$4.4K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
122+ 1.97% |
$3.98K - $4.35K
|
6.3K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
119New |
$3.88K - $4.24K
|
119
$3.97K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
115+ 0.99% |
$3.75K - $4.1K
|
11.7K
$390K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
113+ 0.92% |
$3.68K - $4.03K
|
12.5K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
112New |
$3.65K - $3.99K
|
112
$3.73K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
88+ 18.68% |
$2.87K - $3.14K
|
559
$18.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
85+ 0.02% |
$2.77K - $3.03K
|
544K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
81New |
$2.64K - $2.89K
|
81
$2.7K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
79+ 1.71% |
$2.57K - $2.82K
|
4.7K
$156K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
79+ 0.81% |
$2.57K - $2.82K
|
9.86K
$329K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70New |
$2.28K - $2.5K
|
70
$2.33K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
60+ 0.12% |
$1.96K - $2.14K
|
48.6K
$1.62M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
59New |
$1.92K - $2.1K
|
59
$1.97K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
58New |
$1.89K - $2.07K
|
58
$1.93K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 1.02% |
$1.53K - $1.68K
|
4.64K
$154K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
41New |
$1.34K - $1.46K
|
41
$1.37K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
33+ 0.46% |
$1.08K - $1.18K
|
7.19K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
23+ 0.3% |
$750 - $820
|
7.66K
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19+ 11.05% |
$619 - $677
|
191
$6.36K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15+ 0.06% |
$489 - $535
|
25.1K
$837K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12New |
$391 - $428
|
12
$400
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.14% |
$196 - $214
|
4.21K
$140K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.04% |
$130 - $143
|
10.4K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 0.77% |
$32.6 - $35.7
|
129
$4.3K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-7- 0.02% |
$228 - $250
|
43.7K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-25- 3.44% |
$815 - $891
|
701
$23.4K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31- 0.48% |
$1.01K - $1.11K
|
6.4K
$213K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-39- 0.23% |
$1.27K - $1.39K
|
16.7K
$555K
|