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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
8.43K+ 12.98% |
$237K - $274K
|
73.4K
$2.44M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.33KNew |
$234K - $271K
|
8.33K
$278K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.88KNew |
$221K - $256K
|
7.88K
$262K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.18K+ 34.67% |
$202K - $234K
|
27.9K
$930K
|
|
|
Jul 13, 2022
Q2 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.9K+ 5.01% |
$194K - $224K
|
145K
$4.82M
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$187K - $216K
|
6.64K
$221K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$187K - $216K
|
6.64K
$221K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6.09K+ 36.27% |
$171K - $198K
|
22.9K
$762K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6KNew |
$169K - $195K
|
6K
$200K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.51K+ 2.21% |
$155K - $179K
|
255K
$8.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.97K+ 13.39% |
$140K - $162K
|
42.1K
$1.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.84K+ 3.71% |
$136K - $158K
|
135K
$4.51M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
4.61K+ 27.87% |
$130K - $150K
|
21.2K
$705K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.6K+ 22.31% |
$129K - $150K
|
25.2K
$840K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.47K+ 3.07% |
$126K - $145K
|
150K
$4.99M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 5.28% |
$125K - $144K
|
88.6K
$2.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.43K+ 24.72% |
$125K - $144K
|
22.4K
$745K
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.33K+ 0.36% |
$122K - $141K
|
1.22M
$40.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4K+ 32.17% |
$112K - $130K
|
16.4K
$547K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.92K+ 155.48% |
$110K - $127K
|
6.44K
$215K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.66K+ 6.38% |
$103K - $119K
|
61K
$2.03M
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.42K+ 29.21% |
$96K - $111K
|
15.1K
$504K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.39K+ 24.88% |
$95.1K - $110K
|
17K
$566K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.03K+ 8.11% |
$85.1K - $98.4K
|
40.3K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.89K+ 32.21% |
$81.1K - $93.8K
|
11.8K
$395K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.88K+ 2.24% |
$80.9K - $93.6K
|
131K
$4.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.86K+ 1.02% |
$80.4K - $93K
|
284K
$9.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.76K+ 3.33% |
$77.5K - $89.7K
|
85.7K
$2.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
BUY
|
- |
2.64K+ 40.23% |
$74.3K - $86K
|
9.22K
$307K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.59K+ 10.0% |
$72.8K - $84.2K
|
28.5K
$949K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.56K+ 3.99% |
$72K - $83.3K
|
66.9K
$2.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.39K+ 42.63% |
$67.2K - $77.8K
|
8.01K
$267K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.36K+ 19.2% |
$66.3K - $76.7K
|
14.7K
$488K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 4.17% |
$54.9K - $63.5K
|
48.8K
$1.63M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 31.48% |
$53.4K - $61.8K
|
7.94K
$265K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$51.6K - $59.8K
|
1.84K
$61.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.79K+ 11.31% |
$50.3K - $58.2K
|
17.6K
$587K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.68KNew |
$47.3K - $54.8K
|
1.68K
$56.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.66K+ 1165.49% |
$46.5K - $53.8K
|
1.8K
$59.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.55K+ 10.22% |
$43.7K - $50.5K
|
16.8K
$559K
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.47K+ 14.0% |
$41.3K - $47.7K
|
12K
$398K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.31K+ 3.28% |
$36.9K - $42.7K
|
41.3K
$1.38M
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.3K+ 11.39% |
$36.5K - $42.2K
|
12.7K
$423K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23KNew |
$34.6K - $40.1K
|
1.23K
$41.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
1.21K+ 5.43% |
$34.1K - $39.5K
|
23.6K
$785K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.12K+ 3.82% |
$31.5K - $36.4K
|
30.5K
$1.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.11K+ 15.92% |
$31.2K - $36.1K
|
8.09K
$269K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1.1K+ 2506.82% |
$31K - $35.9K
|
1.15K
$38.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 102.33% |
$30.9K - $35.7K
|
2.17K
$72.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.03K+ 2.56% |
$28.9K - $33.4K
|
41.2K
$1.37M
|