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 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.39K- 7.75% |
$123K - $143K
|
52.2K
$1.74M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.62K- 45.74% |
$130K - $150K
|
5.48K
$183K
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5K- 93.67% |
$141K - $163K
|
338
$11.3K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.03K- 3.08% |
$141K - $164K
|
158K
$5.28M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.21K- 1.37% |
$146K - $170K
|
375K
$12.5M
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-5.33K- 2.14% |
$150K - $173K
|
244K
$8.14M
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5.58K- 29.87% |
$157K - $181K
|
13.1K
$436K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.68K- 2.44% |
$160K - $185K
|
228K
$7.59M
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-6.22K- 1.12% |
$175K - $202K
|
549K
$18.3M
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.27KClosed |
$176K - $204K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.42K- 14.05% |
$180K - $209K
|
39.3K
$1.31M
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.44KClosed |
$181K - $209K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6.45KClosed |
$181K - $210K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-6.6KClosed |
$185K - $215K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.69K- 30.22% |
$188K - $217K
|
15.4K
$515K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.75KClosed |
$190K - $220K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-7.53K- 1.21% |
$212K - $245K
|
616K
$20.5M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.24KClosed |
$231K - $268K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.4K- 29.11% |
$236K - $273K
|
20.5K
$682K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.87K- 22.92% |
$249K - $288K
|
29.8K
$993K
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-9.6KClosed |
$270K - $312K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-10KClosed |
$282K - $327K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.3KClosed |
$290K - $336K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-10.4K- 13.59% |
$292K - $337K
|
66K
$2.2M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-10.8KClosed |
$303K - $351K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.8KClosed |
$304K - $352K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-11.4K- 7.24% |
$320K - $371K
|
146K
$4.86M
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-13.5K- 26.97% |
$380K - $440K
|
36.6K
$1.22M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-13.7K- 9.91% |
$384K - $445K
|
124K
$4.15M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.8K- 44.6% |
$387K - $448K
|
17.1K
$570K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-15.5K- 67.41% |
$437K - $505K
|
7.51K
$250K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-18.3K- 28.82% |
$515K - $596K
|
45.2K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.6K- 25.88% |
$580K - $671K
|
59.1K
$1.97M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.1K- 62.0% |
$592K - $685K
|
12.9K
$430K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-21.1K- 2.02% |
$594K - $687K
|
1.03M
$34.2M
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-25.4KClosed |
$712K - $824K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-25.4KClosed |
$715K - $827K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-25.8KClosed |
$725K - $839K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-32K- 8.37% |
$899K - $1.04M
|
350K
$11.7M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-33.1K- 2.08% |
$930K - $1.08M
|
1.56M
$51.9M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-34.4KClosed |
$966K - $1.12M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-35.4K- 22.42% |
$995K - $1.15M
|
123K
$4.08M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-38.7KClosed |
$1.09M - $1.26M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-40.9K- 13.63% |
$1.15M - $1.33M
|
259K
$8.63M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-41.6KClosed |
$1.17M - $1.35M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.7K- 9.47% |
$1.2M - $1.39M
|
408K
$13.6M
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-46.6KClosed |
$1.31M - $1.52M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-78.8K- 3.65% |
$2.21M - $2.56M
|
2.08M
$69.4M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-82.4K- 39.25% |
$2.31M - $2.68M
|
128K
$4.25M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-86.9K- 90.39% |
$2.44M - $2.83M
|
9.23K
$308K
|