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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.68K+ 2.47% |
$237K - $254K
|
319K
$10.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7.62K+ 2.23% |
$236K - $252K
|
350K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.36K+ 76.9% |
$227K - $244K
|
16.9K
$564K
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.2KNew |
$223K - $238K
|
7.2K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.11K+ 35.33% |
$220K - $235K
|
27.2K
$908K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.01KNew |
$217K - $232K
|
7.01K
$234K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.88KNew |
$213K - $228K
|
6.88K
$229K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.64KNew |
$205K - $220K
|
6.64K
$221K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.61K+ 5.43% |
$204K - $219K
|
128K
$4.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
6.6KNew |
$204K - $218K
|
6.6K
$220K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.59KNew |
$204K - $218K
|
6.59K
$220K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.52KNew |
$202K - $216K
|
6.52K
$217K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
6.5KNew |
$201K - $215K
|
6.5K
$217K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.28KNew |
$194K - $208K
|
6.28K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
6.27KNew |
$194K - $207K
|
6.27K
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.24KNew |
$193K - $207K
|
6.24K
$208K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.09K+ 10.81% |
$188K - $202K
|
62.4K
$2.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5.46KNew |
$169K - $181K
|
5.46K
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.2K+ 22.27% |
$161K - $172K
|
28.5K
$951K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
5.03KNew |
$155K - $166K
|
5.03K
$167K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.99K+ 24.3% |
$154K - $165K
|
25.5K
$850K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.71K+ 8.02% |
$145K - $156K
|
63.4K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.62KNew |
$143K - $153K
|
4.62K
$154K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.29K+ 22.51% |
$133K - $142K
|
23.3K
$778K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.03K+ 9.56% |
$125K - $133K
|
46.2K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.99K+ 1.45% |
$123K - $132K
|
278K
$9.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.92K+ 50.7% |
$121K - $130K
|
11.7K
$389K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.85K+ 3.19% |
$119K - $128K
|
125K
$4.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.75K+ 19.57% |
$116K - $124K
|
22.9K
$763K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
3.72K+ 3.88% |
$115K - $123K
|
99.6K
$3.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.72K+ 2.63% |
$115K - $123K
|
145K
$4.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.48K+ 22.1% |
$108K - $115K
|
19.2K
$641K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.37K+ 1.13% |
$104K - $112K
|
302K
$10.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3.3K+ 1.48% |
$102K - $109K
|
226K
$7.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.25K+ 2823.48% |
$100K - $107K
|
3.36K
$112K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.23K+ 2.38% |
$99.9K - $107K
|
139K
$4.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.01K+ 9.33% |
$92.9K - $99.5K
|
35.2K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3K+ 15.58% |
$92.8K - $99.4K
|
22.3K
$742K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.5K+ 19.4% |
$77.4K - $82.8K
|
15.4K
$513K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.48K+ 0.67% |
$76.7K - $82.1K
|
374K
$12.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.45K+ 23.44% |
$75.6K - $80.9K
|
12.9K
$429K
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.42K+ 6.32% |
$74.9K - $80.2K
|
40.7K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.4K+ 31.21% |
$74.2K - $79.5K
|
10.1K
$336K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
2.31K+ 4.29% |
$71.2K - $76.3K
|
56K
$1.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.3K+ 1.45% |
$70.9K - $75.9K
|
160K
$5.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.21K+ 2.18% |
$68.3K - $73.1K
|
104K
$3.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.2K+ 29.97% |
$67.9K - $72.7K
|
9.53K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 7.2% |
$67.6K - $72.4K
|
32.6K
$1.08M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 13.96% |
$67.4K - $72.2K
|
17.8K
$594K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.13K+ 4.91% |
$65.8K - $70.4K
|
45.5K
$1.52M
|