Purchases and Sales Made in Q2 2022 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
6.36M+ 5.49% |
$179M - $207M
|
122M
$4.08B
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.26M+ 57.39% |
$63.6M - $73.6M
|
6.21M
$207M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
720K+ 108.22% |
$20.2M - $23.4M
|
1.39M
$46.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
720K+ 108.22% |
$20.2M - $23.4M
|
1.39M
$46.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
633K+ 49.4% |
$17.8M - $20.6M
|
1.92M
$63.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
488KNew |
$13.7M - $15.9M
|
488K
$16.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
411K+ 10475.13% |
$11.6M - $13.4M
|
415K
$13.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
273K+ 28.55% |
$7.67M - $8.88M
|
1.23M
$41M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
229K+ 419.19% |
$6.44M - $7.45M
|
284K
$9.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
218K+ 11.46% |
$6.13M - $7.1M
|
2.12M
$70.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
215K+ 17.28% |
$6.05M - $7.01M
|
1.46M
$48.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
200K+ 71.31% |
$5.63M - $6.52M
|
481K
$16.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
182K+ 11.14% |
$5.13M - $5.93M
|
1.82M
$60.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
165KNew |
$4.63M - $5.36M
|
165K
$5.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
158K+ 45.06% |
$4.43M - $5.13M
|
507K
$16.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154K+ 1063.52% |
$4.32M - $5M
|
168K
$5.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
148KNew |
$4.17M - $4.82M
|
148K
$4.95M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
138K+ 9706.84% |
$3.87M - $4.48M
|
139K
$4.64M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 31.76% |
$3.62M - $4.19M
|
535K
$17.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
127K+ 34.64% |
$3.56M - $4.12M
|
493K
$16.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
125K+ 839.96% |
$3.51M - $4.06M
|
140K
$4.66M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
104K+ 3.57% |
$2.92M - $3.38M
|
3.02M
$101M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
100K+ 72.05% |
$2.82M - $3.26M
|
239K
$7.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
90.6K+ 61.9% |
$2.55M - $2.95M
|
237K
$7.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
82.3K+ 3.15% |
$2.31M - $2.68M
|
2.7M
$90M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
77.7KNew |
$2.18M - $2.53M
|
77.7K
$2.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
77.3K+ 60.1% |
$2.17M - $2.51M
|
206K
$6.87M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
76.1K+ 180.89% |
$2.14M - $2.47M
|
118K
$3.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
70.6K+ 18.05% |
$1.98M - $2.3M
|
462K
$15.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.1K+ 37.21% |
$1.88M - $2.18M
|
247K
$8.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
66.2K+ 43.81% |
$1.86M - $2.15M
|
217K
$7.25M
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
65.7K+ 192.59% |
$1.85M - $2.14M
|
99.8K
$3.33M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
63.1K+ 46.66% |
$1.77M - $2.05M
|
198K
$6.62M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
62.5KNew |
$1.76M - $2.03M
|
62.5K
$2.08M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.4K+ 10.31% |
$1.64M - $1.9M
|
624K
$20.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
58.2K+ 53.4% |
$1.64M - $1.89M
|
167K
$5.58M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
57.8KNew |
$1.62M - $1.88M
|
57.8K
$1.93M
|
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
BUY
|
- |
54.2KNew |
$1.52M - $1.76M
|
54.2K
$1.81M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
51.1K+ 6.58% |
$1.44M - $1.66M
|
828K
$27.6M
|
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
BUY
|
- |
49.9K+ 152.32% |
$1.4M - $1.62M
|
82.7K
$2.76M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
48.7K+ 10.88% |
$1.37M - $1.58M
|
496K
$16.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.9K+ 11.42% |
$1.35M - $1.56M
|
468K
$15.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
42.7K+ 320.15% |
$1.2M - $1.39M
|
56K
$1.87M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
41.6K+ 496.14% |
$1.17M - $1.35M
|
50K
$1.67M
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
41.3K+ 16.48% |
$1.16M - $1.34M
|
292K
$9.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3K+ 610.57% |
$1.13M - $1.31M
|
46.9K
$1.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
39.3K+ 55.94% |
$1.1M - $1.28M
|
110K
$3.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.6K+ 6561.73% |
$1.08M - $1.25M
|
39.2K
$1.31M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36.9K+ 59.25% |
$1.04M - $1.2M
|
99.2K
$3.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
35.1K+ 6.49% |
$986K - $1.14M
|
576K
$19.2M
|