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 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-49- 3.37% |
$1.6K - $1.75K
|
1.41K
$46.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-58- 3.4% |
$1.89K - $2.07K
|
1.65K
$54.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-59- 0.02% |
$1.92K - $2.1K
|
388K
$12.9M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-60- 0.07% |
$1.96K - $2.14K
|
86.8K
$2.89M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-70- 35.9% |
$2.28K - $2.5K
|
125
$4.17K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75- 1.13% |
$2.44K - $2.67K
|
6.54K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-84- 0.22% |
$2.74K - $2.99K
|
38.9K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-92- 1.55% |
$3K - $3.28K
|
5.86K
$195K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-136- 47.06% |
$4.43K - $4.85K
|
153
$5.1K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-147- 66.52% |
$4.79K - $5.24K
|
74
$2.47K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-155- 1.74% |
$5.05K - $5.53K
|
8.77K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-155- 40.26% |
$5.05K - $5.53K
|
230
$7.66K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-157- 3.66% |
$5.12K - $5.6K
|
4.13K
$138K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-165- 0.07% |
$5.38K - $5.88K
|
244K
$8.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-258- 0.71% |
$8.41K - $9.2K
|
35.9K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-267- 2.15% |
$8.7K - $9.52K
|
12.2K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-279- 2.19% |
$9.09K - $9.95K
|
12.4K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-313- 1.5% |
$10.2K - $11.2K
|
20.5K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-314- 1.37% |
$10.2K - $11.2K
|
22.6K
$754K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-350- 0.88% |
$11.4K - $12.5K
|
39.5K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-362- 1.98% |
$11.8K - $12.9K
|
18K
$599K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-364- 0.46% |
$11.9K - $13K
|
78.3K
$2.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-389- 0.16% |
$12.7K - $13.9K
|
243K
$8.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-394- 0.28% |
$12.8K - $14K
|
138K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-400- 0.65% |
$13K - $14.3K
|
61.4K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-404- 5.62% |
$13.2K - $14.4K
|
6.78K
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-416- 0.33% |
$13.6K - $14.8K
|
126K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-428- 1.16% |
$13.9K - $15.3K
|
36.6K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-435- 4.35% |
$14.2K - $15.5K
|
9.57K
$319K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-439- 4.86% |
$14.3K - $15.7K
|
8.59K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-451- 13.98% |
$14.7K - $16.1K
|
2.78K
$92.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-466- 16.62% |
$15.2K - $16.6K
|
2.34K
$77.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-489- 89.23% |
$15.9K - $17.4K
|
59
$1.97K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-499- 2.9% |
$16.3K - $17.8K
|
16.7K
$556K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-525- 6.15% |
$17.1K - $18.7K
|
8.02K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-541- 1.32% |
$17.6K - $19.3K
|
40.5K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-557- 2.9% |
$18.2K - $19.9K
|
18.6K
$620K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-689- 0.46% |
$22.5K - $24.6K
|
148K
$4.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-712- 3.07% |
$23.2K - $25.4K
|
22.4K
$748K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-752- 6.01% |
$24.5K - $26.8K
|
11.8K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-776- 1.25% |
$25.3K - $27.7K
|
61.5K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-794- 3.4% |
$25.9K - $28.3K
|
22.6K
$752K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-812- 9.42% |
$26.5K - $28.9K
|
7.81K
$260K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-836- 6.12% |
$27.2K - $29.8K
|
12.8K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-836- 4.98% |
$27.2K - $29.8K
|
16K
$532K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-954- 96.95% |
$31.1K - $34K
|
30
$1K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-974- 7.84% |
$31.7K - $34.7K
|
11.5K
$382K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.05K- 2.37% |
$34.2K - $37.4K
|
43.1K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.08K- 8.13% |
$35K - $38.3K
|
12.1K
$405K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.09K- 1.64% |
$35.4K - $38.7K
|
65.3K
$2.18M
|