Purchases and Sales Made in Q2 2024 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 2024. 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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
136M+ 23059.95% |
$4.64B - $4.96B
|
136M
$4.55B
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.29M+ 149.21% |
$112M - $120M
|
5.49M
$183M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.17M+ 6447.54% |
$40.1M - $42.9M
|
1.19M
$39.8M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.12MNew |
$38.1M - $40.7M
|
1.12M
$37.2M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
828K+ 5.52% |
$28.3M - $30.2M
|
15.8M
$528M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
808KNew |
$27.6M - $29.5M
|
808K
$27M
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
767KNew |
$26.2M - $28M
|
767K
$25.6M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
639K+ 192.69% |
$21.8M - $23.3M
|
970K
$32.4M
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
456KNew |
$15.6M - $16.6M
|
456K
$15.2M
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
374K+ 38.5% |
$12.8M - $13.6M
|
1.34M
$44.8M
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
302KNew |
$10.3M - $11M
|
302K
$10.1M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
287K+ 8.58% |
$9.83M - $10.5M
|
3.64M
$121M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
283KNew |
$9.67M - $10.3M
|
283K
$9.43M
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
229K+ 150.68% |
$7.82M - $8.35M
|
381K
$12.7M
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
215K+ 459.93% |
$7.35M - $7.85M
|
262K
$8.73M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
213K+ 4.01% |
$7.28M - $7.77M
|
5.52M
$184M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
128K+ 8.63% |
$4.38M - $4.67M
|
1.61M
$53.7M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 17.26% |
$4.16M - $4.44M
|
827K
$27.6M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
113K+ 1.11% |
$3.88M - $4.14M
|
10.4M
$345M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
90.6K+ 332.77% |
$3.1M - $3.31M
|
118K
$3.93M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
86.6K+ 106.13% |
$2.96M - $3.16M
|
168K
$5.61M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
83.2K+ 207.26% |
$2.85M - $3.04M
|
123K
$4.11M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77K+ 9.66% |
$2.63M - $2.81M
|
874K
$29.1M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.3K+ 9.52% |
$2.57M - $2.75M
|
866K
$28.9M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
69.2K+ 788.71% |
$2.37M - $2.53M
|
78K
$2.6M
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
66.4KNew |
$2.27M - $2.42M
|
66.4K
$2.21M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
65.8KNew |
$2.25M - $2.4M
|
65.8K
$2.19M
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
61.5K+ 78.44% |
$2.1M - $2.25M
|
140K
$4.67M
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
59.8K+ 4.6% |
$2.04M - $2.18M
|
1.36M
$45.3M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
58.9KNew |
$2.01M - $2.15M
|
58.9K
$1.96M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.8K+ 8.14% |
$2.01M - $2.15M
|
780K
$26M
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
58.5K+ 34.65% |
$2M - $2.13M
|
227K
$7.58M
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
53.2K+ 23.54% |
$1.82M - $1.94M
|
279K
$9.31M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.4K+ 6.98% |
$1.65M - $1.77M
|
742K
$24.7M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.1K+ 4.07% |
$1.58M - $1.68M
|
1.18M
$39.3M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
42.6KNew |
$1.46M - $1.56M
|
42.6K
$1.42M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.6KNew |
$1.39M - $1.48M
|
40.6K
$1.35M
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
39.5K+ 7.4% |
$1.35M - $1.44M
|
574K
$19.1M
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
38.8K+ 69.64% |
$1.33M - $1.42M
|
94.6K
$3.15M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.7K+ 4.98% |
$1.32M - $1.41M
|
817K
$27.2M
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
37.6KNew |
$1.29M - $1.37M
|
37.6K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
35K+ 186.9% |
$1.2M - $1.28M
|
53.7K
$1.79M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
34.9KNew |
$1.19M - $1.27M
|
34.9K
$1.16M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
32.5K+ 8.64% |
$1.11M - $1.19M
|
409K
$13.6M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
32.1K+ 15.95% |
$1.1M - $1.17M
|
234K
$7.79M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.6K+ 7.45% |
$1.05M - $1.12M
|
442K
$14.7M
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
29K+ 3.48% |
$990K - $1.06M
|
862K
$28.8M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
26.4K+ 7.17% |
$901K - $962K
|
394K
$13.1M
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
25.8K+ 7.79% |
$882K - $942K
|
357K
$11.9M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25.7KNew |
$878K - $938K
|
25.7K
$856K
|