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 |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
70+ 0.58% |
$1.97K - $2.28K
|
12.2K
$407K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
46+ 9.06% |
$1.29K - $1.5K
|
554
$18.5K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
41+ 0.34% |
$1.15K - $1.33K
|
12K
$399K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 35.79% |
$955 - $1.11K
|
129
$4.3K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26New |
$731 - $846
|
26
$866
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.29% |
$703 - $813
|
8.57K
$286K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
19+ 0.07% |
$534 - $618
|
25.5K
$849K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7New |
$197 - $228
|
7
$233
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7+ 0.05% |
$197 - $228
|
12.8K
$427K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.32% |
$56.2 - $65
|
153
$5.1K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.37% |
$56.2 - $65
|
536
$17.9K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.72% |
$56.2 - $65
|
278
$9.26K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.97% |
$28.1 - $32.5
|
104
$3.47K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.01% |
$28.1 - $32.5
|
12.9K
$431K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-14- 0.02% |
$393 - $455
|
73.3K
$2.44M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14Closed |
$393 - $455
|
0
$0
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16Closed |
$450 - $520
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-26- 0.05% |
$731 - $846
|
51K
$1.7M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-30Closed |
$843 - $976
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-36- 50.0% |
$1.01K - $1.17K
|
36
$1.2K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-67- 1.07% |
$1.88K - $2.18K
|
6.18K
$206K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-79- 0.93% |
$2.22K - $2.57K
|
8.38K
$279K
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-90- 34.88% |
$2.53K - $2.93K
|
168
$5.6K
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-101- 0.3% |
$2.84K - $3.28K
|
33.2K
$1.11M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-102- 0.26% |
$2.87K - $3.32K
|
39.3K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-118- 12.57% |
$3.32K - $3.84K
|
821
$27.4K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-122Closed |
$3.43K - $3.97K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-133Closed |
$3.74K - $4.33K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-140- 1.38% |
$3.93K - $4.55K
|
10K
$334K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-155- 0.62% |
$4.36K - $5.04K
|
24.8K
$828K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-158Closed |
$4.44K - $5.14K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-160Closed |
$4.5K - $5.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-192- 2.51% |
$5.4K - $6.24K
|
7.46K
$248K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-197- 29.54% |
$5.54K - $6.41K
|
470
$15.7K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-199- 5.21% |
$5.59K - $6.47K
|
3.62K
$121K
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-205- 0.06% |
$5.76K - $6.67K
|
317K
$10.6M
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-261Closed |
$7.33K - $8.49K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-277- 1.85% |
$7.78K - $9.01K
|
14.7K
$491K
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-282- 2.64% |
$7.92K - $9.17K
|
10.4K
$347K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-290- 53.41% |
$8.15K - $9.43K
|
253
$8.43K
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-294- 0.29% |
$8.26K - $9.56K
|
101K
$3.35M
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-302- 1.6% |
$8.49K - $9.82K
|
18.6K
$620K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-317- 1.73% |
$8.91K - $10.3K
|
18.1K
$602K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-321Closed |
$9.02K - $10.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-324- 3.5% |
$9.1K - $10.5K
|
8.94K
$298K
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-324- 2.4% |
$9.1K - $10.5K
|
13.2K
$440K
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-330- 1.82% |
$9.27K - $10.7K
|
17.8K
$593K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-338- 1.47% |
$9.5K - $11K
|
22.6K
$753K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-344- 0.31% |
$9.67K - $11.2K
|
109K
$3.63M
|