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 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
34.2K+ 26.47% |
$962K - $1.11M
|
164K
$5.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33.4K+ 20.73% |
$939K - $1.09M
|
195K
$6.49M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
33.3K+ 31.12% |
$936K - $1.08M
|
140K
$4.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
33.3K+ 16.63% |
$935K - $1.08M
|
233K
$7.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
33.1K+ 25.21% |
$930K - $1.08M
|
164K
$5.48M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.5K+ 12.54% |
$912K - $1.06M
|
291K
$9.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
31.9K+ 4.55% |
$896K - $1.04M
|
734K
$24.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
27K+ 57.66% |
$759K - $878K
|
73.8K
$2.46M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.6K+ 128.53% |
$748K - $866K
|
47.3K
$1.58M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
24.3KNew |
$683K - $791K
|
24.3K
$810K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
24.1K+ 18.98% |
$676K - $782K
|
151K
$5.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
24KNew |
$675K - $782K
|
24K
$801K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.7KNew |
$666K - $771K
|
23.7K
$790K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
21.2K+ 44.62% |
$594K - $688K
|
68.6K
$2.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
21K+ 29.17% |
$590K - $683K
|
93K
$3.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.8KNew |
$584K - $676K
|
20.8K
$692K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
20.7K+ 109.78% |
$582K - $674K
|
39.6K
$1.32M
|
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
BUY
|
- |
18.9KNew |
$531K - $615K
|
18.9K
$630K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.3KNew |
$514K - $595K
|
18.3K
$610K
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
17.5KNew |
$493K - $570K
|
17.5K
$584K
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
17.3KNew |
$487K - $563K
|
17.3K
$577K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.3KNew |
$486K - $563K
|
17.3K
$577K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.9KNew |
$474K - $549K
|
16.9K
$562K
|
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16.5K+ 2.38% |
$463K - $536K
|
710K
$23.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
16.5K+ 7.28% |
$463K - $536K
|
243K
$8.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.6KNew |
$437K - $506K
|
15.6K
$519K
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
15.1KNew |
$425K - $492K
|
15.1K
$504K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.1KNew |
$423K - $490K
|
15.1K
$502K
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
15K+ 2.79% |
$420K - $486K
|
552K
$18.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
14.6K+ 11.55% |
$410K - $475K
|
141K
$4.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 10.2% |
$384K - $444K
|
148K
$4.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.2K+ 22455.93% |
$372K - $431K
|
13.3K
$443K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
13.2K+ 9.91% |
$370K - $428K
|
146K
$4.87M
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13K+ 6.31% |
$364K - $421K
|
218K
$7.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 98.89% |
$345K - $400K
|
24.7K
$823K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1K+ 47.86% |
$341K - $395K
|
37.5K
$1.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
11.8K+ 7.63% |
$331K - $383K
|
166K
$5.54M
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
11.8K+ 3.83% |
$331K - $383K
|
319K
$10.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
11.7K+ 10.43% |
$328K - $380K
|
124K
$4.12M
|
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
11.7K+ 27.63% |
$328K - $380K
|
53.9K
$1.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.1K+ 14.59% |
$312K - $361K
|
87.2K
$2.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
10.7KNew |
$301K - $348K
|
10.7K
$357K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
10.3K+ 1.83% |
$289K - $334K
|
571K
$19M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 21.07% |
$288K - $333K
|
58.9K
$1.96M
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
10.1KNew |
$283K - $328K
|
10.1K
$336K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.86K+ 70.21% |
$277K - $321K
|
23.9K
$796K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.86K+ 35.19% |
$277K - $321K
|
37.9K
$1.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.37K+ 1.72% |
$263K - $305K
|
554K
$18.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
8.76K+ 73.23% |
$246K - $285K
|
20.7K
$690K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.75K+ 1.3% |
$246K - $285K
|
682K
$22.7M
|