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 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.57K- 0.25% |
$48.4K - $51.8K
|
612K
$20.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.65K- 6.83% |
$50.8K - $54.4K
|
22.4K
$747K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.65K- 25.46% |
$50.9K - $54.5K
|
4.83K
$161K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.66K- 9.83% |
$51.3K - $54.9K
|
15.2K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.67K- 81.44% |
$51.5K - $55.2K
|
380
$12.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.71K- 88.73% |
$52.8K - $56.6K
|
217
$7.23K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.72K- 14.18% |
$53.2K - $56.9K
|
10.4K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.85K- 46.42% |
$57.1K - $61.1K
|
2.13K
$71K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.92K- 42.34% |
$59.2K - $63.4K
|
2.61K
$86.9K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.93K- 9.51% |
$59.6K - $63.8K
|
18.3K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.27K- 6.82% |
$70K - $75K
|
31K
$1.03M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.42K- 1.17% |
$74.8K - $80.1K
|
205K
$6.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.97K- 12.58% |
$91.6K - $98.1K
|
20.6K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.02K- 1.79% |
$93.3K - $99.9K
|
166K
$5.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.29K- 1.22% |
$102K - $109K
|
265K
$8.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.4K- 8.03% |
$105K - $112K
|
38.9K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.61K- 3.02% |
$112K - $120K
|
116K
$3.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.84K- 0.81% |
$119K - $127K
|
470K
$15.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-3.86K- 1.16% |
$119K - $128K
|
329K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.9K- 60.67% |
$121K - $129K
|
2.53K
$84.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.39K- 18.17% |
$136K - $145K
|
19.8K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.41K- 4.17% |
$136K - $146K
|
101K
$3.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-5.2K- 3.24% |
$161K - $172K
|
156K
$5.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.46K- 16.17% |
$169K - $181K
|
28.3K
$943K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.64K- 5.76% |
$174K - $187K
|
92.2K
$3.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.94K- 47.05% |
$184K - $197K
|
6.69K
$223K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.46K- 2.2% |
$200K - $214K
|
288K
$9.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-6.55K- 3.66% |
$202K - $217K
|
172K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.92K- 24.42% |
$245K - $262K
|
24.5K
$817K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8.44K- 3.61% |
$261K - $279K
|
225K
$7.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-8.67K- 7.3% |
$268K - $287K
|
110K
$3.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.28K- 5.06% |
$287K - $307K
|
174K
$5.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10K- 10.83% |
$309K - $331K
|
82.4K
$2.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-10.6K- 1.87% |
$327K - $350K
|
555K
$18.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.8K- 1.85% |
$334K - $357K
|
572K
$19M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.9K- 1.2% |
$337K - $360K
|
898K
$29.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-11.1K- 9.17% |
$342K - $366K
|
110K
$3.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-12.8K- 14.69% |
$396K - $424K
|
74.4K
$2.48M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-13.2K- 24.18% |
$409K - $437K
|
41.5K
$1.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-13.2K- 59.81% |
$409K - $438K
|
8.89K
$296K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
SELL
|
- |
-13.8K- 1.44% |
$428K - $458K
|
945K
$31.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-14K- 0.66% |
$432K - $462K
|
2.1M
$70.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-14K- 5.13% |
$434K - $464K
|
259K
$8.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-14.1K- 37.57% |
$436K - $467K
|
23.5K
$782K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.3K- 99.6% |
$471K - $505K
|
61
$2.03K
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-15.8K- 4.09% |
$488K - $522K
|
370K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 65.16% |
$553K - $592K
|
9.57K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-19K- 3.24% |
$586K - $628K
|
567K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-20.2K- 27.47% |
$625K - $669K
|
53.3K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.4K- 83.93% |
$629K - $674K
|
3.9K
$130K
|