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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1K+ 6.3% |
$28.1K - $32.5K
|
16.9K
$562K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
980+ 5.89% |
$27.5K - $31.9K
|
17.6K
$587K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
957+ 105.86% |
$26.9K - $31.1K
|
1.86K
$62K
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
943+ 12.06% |
$26.5K - $30.7K
|
8.76K
$292K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
938+ 1.04% |
$26.4K - $30.5K
|
90.8K
$3.03M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
936+ 11.83% |
$26.3K - $30.4K
|
8.85K
$295K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
859+ 0.38% |
$24.1K - $27.9K
|
227K
$7.57M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
852+ 61.38% |
$23.9K - $27.7K
|
2.24K
$74.6K
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
773+ 0.27% |
$21.7K - $25.1K
|
284K
$9.46M
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
769+ 5.29% |
$21.6K - $25K
|
15.3K
$510K
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
750+ 412.09% |
$21.1K - $24.4K
|
932
$31.1K
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
742+ 7.72% |
$20.9K - $24.1K
|
10.4K
$345K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
726+ 1.67% |
$20.4K - $23.6K
|
44.3K
$1.48M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
709New |
$19.9K - $23.1K
|
709
$23.6K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
685+ 26.81% |
$19.2K - $22.3K
|
3.24K
$108K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
494+ 1.61% |
$13.9K - $16.1K
|
31.1K
$1.04M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
484+ 4.85% |
$13.6K - $15.7K
|
10.5K
$349K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
467+ 0.89% |
$13.1K - $15.2K
|
52.8K
$1.76M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
440+ 16.58% |
$12.4K - $14.3K
|
3.09K
$103K
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
436+ 39.53% |
$12.3K - $14.2K
|
1.54K
$51.3K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
401+ 5.79% |
$11.3K - $13K
|
7.32K
$244K
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
386+ 4.57% |
$10.8K - $12.6K
|
8.83K
$294K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
287+ 52.76% |
$8.06K - $9.33K
|
831
$27.7K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
285New |
$8.01K - $9.27K
|
285
$9.5K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
280+ 20.74% |
$7.87K - $9.11K
|
1.63K
$54.3K
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
258+ 0.2% |
$7.25K - $8.39K
|
127K
$4.23M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
244+ 1.2% |
$6.86K - $7.93K
|
20.5K
$684K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
240+ 171.43% |
$6.74K - $7.8K
|
380
$12.7K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
239+ 0.94% |
$6.72K - $7.77K
|
25.7K
$856K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
221New |
$6.21K - $7.19K
|
221
$7.36K
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
221+ 0.94% |
$6.21K - $7.19K
|
23.7K
$791K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
206New |
$5.79K - $6.7K
|
206
$6.86K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
179+ 0.16% |
$5.03K - $5.82K
|
112K
$3.72M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
173+ 0.93% |
$4.86K - $5.63K
|
18.7K
$622K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
166New |
$4.66K - $5.4K
|
166
$5.53K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
158+ 0.95% |
$4.44K - $5.14K
|
16.7K
$557K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
136New |
$3.82K - $4.42K
|
136
$4.53K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
130+ 0.25% |
$3.65K - $4.23K
|
51.5K
$1.72M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
126+ 0.2% |
$3.54K - $4.1K
|
63.1K
$2.1M
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
109+ 0.04% |
$3.06K - $3.54K
|
276K
$9.19M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
108+ 0.12% |
$3.03K - $3.51K
|
89.9K
$2.99M
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
98+ 0.9% |
$2.75K - $3.19K
|
11K
$366K
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
97+ 0.32% |
$2.73K - $3.15K
|
30.7K
$1.02M
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
95New |
$2.67K - $3.09K
|
95
$3.17K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
89+ 32.01% |
$2.5K - $2.89K
|
367
$12.2K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
86New |
$2.42K - $2.8K
|
86
$2.87K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
80New |
$2.25K - $2.6K
|
80
$2.67K
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
79+ 0.78% |
$2.22K - $2.57K
|
10.2K
$339K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77New |
$2.16K - $2.5K
|
77
$2.57K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
74New |
$2.08K - $2.41K
|
74
$2.47K
|