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 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
23K+ 125.22% |
$711K - $761K
|
41.4K
$1.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22.4K+ 29.57% |
$692K - $740K
|
98K
$3.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
22.3K+ 3.67% |
$690K - $739K
|
631K
$21M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21.4K+ 2.49% |
$661K - $707K
|
879K
$29.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.8K+ 47.03% |
$642K - $687K
|
65K
$2.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.7K+ 34.8% |
$639K - $684K
|
80.1K
$2.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.4K+ 15.41% |
$632K - $676K
|
153K
$5.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.8KNew |
$613K - $656K
|
19.8K
$661K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
19.3K+ 9.7% |
$597K - $639K
|
218K
$7.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
19.3K+ 2.61% |
$597K - $639K
|
759K
$25.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19.3K+ 3.17% |
$596K - $638K
|
628K
$20.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19.3K+ 138.47% |
$596K - $638K
|
33.2K
$1.11M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.3K+ 4.41% |
$595K - $637K
|
456K
$15.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7K+ 25.39% |
$546K - $584K
|
87.2K
$2.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16.2K+ 3.36% |
$499K - $535K
|
497K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.8K+ 44.28% |
$488K - $523K
|
51.5K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15.7K+ 8.31% |
$485K - $519K
|
204K
$6.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.5K+ 54.0% |
$478K - $512K
|
44.1K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
15.2K+ 5.33% |
$469K - $502K
|
300K
$9.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15K+ 20.49% |
$463K - $495K
|
88K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.4K+ 179.13% |
$416K - $445K
|
21K
$698K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
13.2KNew |
$409K - $438K
|
13.2K
$441K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.1K+ 5.19% |
$403K - $432K
|
264K
$8.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
12.2K+ 7.19% |
$378K - $404K
|
182K
$6.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
11.9K+ 10.0% |
$367K - $393K
|
131K
$4.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.7K+ 145.99% |
$362K - $387K
|
19.7K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.4KNew |
$352K - $377K
|
11.4K
$380K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.3K+ 13.04% |
$348K - $373K
|
97.6K
$3.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.2K+ 6.52% |
$346K - $370K
|
183K
$6.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
11.1K+ 1.76% |
$344K - $368K
|
642K
$21.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.1K+ 38.38% |
$342K - $366K
|
39.8K
$1.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10.9KNew |
$336K - $359K
|
10.9K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.7K+ 7.7% |
$330K - $353K
|
149K
$4.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$315K - $338K
|
10.2K
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
10.2K+ 3.83% |
$315K - $337K
|
276K
$9.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 0.3% |
$315K - $337K
|
3.45M
$115M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.1K+ 4.03% |
$312K - $334K
|
260K
$8.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.53K+ 49.41% |
$295K - $315K
|
28.8K
$960K
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
9.45K+ 3.25% |
$292K - $313K
|
301K
$10M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.07K+ 38.12% |
$280K - $300K
|
32.9K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.9KNew |
$275K - $295K
|
8.9K
$297K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.63K+ 56.36% |
$267K - $286K
|
23.9K
$798K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.5K+ 5.16% |
$263K - $281K
|
173K
$5.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.31K+ 50.87% |
$257K - $275K
|
24.6K
$821K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.25K+ 5.18% |
$255K - $273K
|
168K
$5.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.2K+ 3.5% |
$254K - $271K
|
242K
$8.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
8KNew |
$247K - $265K
|
8K
$267K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.76KNew |
$240K - $257K
|
7.76K
$259K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.75KNew |
$239K - $256K
|
7.75K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.7K+ 14.44% |
$238K - $255K
|
61K
$2.03M
|