Purchases and Sales Made in Q2 2023 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 2023. 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 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.6M+ 16282.07% |
$326M - $350M
|
10.6M
$354M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.58M+ 108.34% |
$48.8M - $52.3M
|
3.04M
$101M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
748K+ 0.59% |
$23.1M - $24.7M
|
127M
$4.25B
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
693K+ 208.17% |
$21.4M - $22.9M
|
1.03M
$34.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
481K+ 16.45% |
$14.9M - $15.9M
|
3.4M
$114M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
429KNew |
$13.3M - $14.2M
|
429K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
307K+ 4.41% |
$9.48M - $10.1M
|
7.25M
$242M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
291K+ 20.6% |
$9M - $9.63M
|
1.7M
$56.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
247K+ 172.04% |
$7.64M - $8.18M
|
391K
$13M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
205K+ 44.64% |
$6.35M - $6.79M
|
665K
$22.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
200K+ 905.7% |
$6.18M - $6.62M
|
222K
$7.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
194KNew |
$5.99M - $6.41M
|
194K
$6.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
164K+ 4.3% |
$5.06M - $5.42M
|
3.98M
$133M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
154K+ 22.9% |
$4.75M - $5.09M
|
825K
$27.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
137KNew |
$4.22M - $4.52M
|
137K
$4.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
131K+ 13.67% |
$4.05M - $4.33M
|
1.09M
$36.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
115K+ 10058.01% |
$3.55M - $3.8M
|
116K
$3.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 13.04% |
$3.27M - $3.5M
|
916K
$30.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
98.1K+ 9.79% |
$3.03M - $3.25M
|
1.1M
$36.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
94.4K+ 991.72% |
$2.92M - $3.12M
|
104K
$3.46M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
85.8K+ 56.36% |
$2.65M - $2.84M
|
238K
$7.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
74.8KNew |
$2.31M - $2.47M
|
74.8K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
69.3KNew |
$2.14M - $2.29M
|
69.3K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.9K+ 748.35% |
$1.94M - $2.08M
|
71.3K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
57.9KNew |
$1.79M - $1.92M
|
57.9K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
57.8K+ 337.19% |
$1.79M - $1.91M
|
75K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
54.3KNew |
$1.68M - $1.8M
|
54.3K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.4K+ 15.1% |
$1.65M - $1.77M
|
407K
$13.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
51.9KNew |
$1.6M - $1.72M
|
51.9K
$1.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
47.1K+ 6.47% |
$1.46M - $1.56M
|
776K
$25.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
43.3K+ 15.15% |
$1.34M - $1.43M
|
329K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42.7K+ 8.62% |
$1.32M - $1.41M
|
538K
$18M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40.8K+ 7.26% |
$1.26M - $1.35M
|
602K
$20.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
39K+ 9.69% |
$1.21M - $1.29M
|
442K
$14.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
38.8K+ 100.46% |
$1.2M - $1.28M
|
77.4K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
38.4K+ 3.05% |
$1.19M - $1.27M
|
1.3M
$43.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35K+ 6.63% |
$1.08M - $1.16M
|
563K
$18.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
34.7KNew |
$1.07M - $1.15M
|
34.7K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 1.03% |
$1.04M - $1.11M
|
3.3M
$110M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 502.94% |
$1.03M - $1.1M
|
40K
$1.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
33.1K+ 15.79% |
$1.02M - $1.09M
|
243K
$8.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30.1K+ 5.38% |
$931K - $997K
|
590K
$19.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
29.3K+ 5.39% |
$904K - $968K
|
572K
$19.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.1K+ 6.09% |
$900K - $963K
|
507K
$16.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
28.6K+ 3.83% |
$885K - $948K
|
776K
$25.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
27.2K+ 14.42% |
$841K - $901K
|
216K
$7.2M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26K+ 29.97% |
$803K - $860K
|
113K
$3.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
24.8K+ 9.54% |
$766K - $820K
|
285K
$9.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
24.4KNew |
$753K - $806K
|
24.4K
$812K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23.7K+ 256.8% |
$734K - $785K
|
33K
$1.1M
|