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 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
25.5K+ 1.8% |
$873K - $932K
|
1.45M
$48.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
25.2KNew |
$860K - $918K
|
25.2K
$838K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
25.1K+ 3.8% |
$857K - $915K
|
684K
$22.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.5K+ 2.81% |
$838K - $895K
|
896K
$29.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.6K+ 5.53% |
$807K - $862K
|
451K
$15M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
23.1K+ 54.75% |
$791K - $845K
|
65.4K
$2.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
22.5K+ 6.82% |
$771K - $823K
|
353K
$11.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
20K+ 3.61% |
$685K - $732K
|
575K
$19.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.8K+ 62.88% |
$677K - $723K
|
51.3K
$1.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
19.8K+ 2.42% |
$676K - $722K
|
836K
$27.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.8K+ 3.75% |
$642K - $685K
|
519K
$17.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.4K+ 314.19% |
$631K - $673K
|
24.3K
$810K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.3KNew |
$627K - $670K
|
18.3K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.9K+ 0.3% |
$612K - $653K
|
5.97M
$199M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.9K+ 0.3% |
$612K - $653K
|
5.97M
$199M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.9K+ 4.85% |
$577K - $616K
|
365K
$12.2M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
16.7K+ 4.16% |
$570K - $609K
|
418K
$13.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$569K - $608K
|
16.7K
$555K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.3K+ 322.02% |
$557K - $595K
|
21.4K
$712K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
15.4KNew |
$527K - $562K
|
15.4K
$513K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.4K+ 18.66% |
$493K - $527K
|
91.8K
$3.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.3KNew |
$489K - $522K
|
14.3K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14.1K+ 5.57% |
$483K - $516K
|
268K
$8.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
13.9K+ 167.09% |
$477K - $509K
|
22.3K
$743K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
12.9K+ 2.16% |
$441K - $471K
|
611K
$20.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8K+ 19.0% |
$437K - $466K
|
80K
$2.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12KNew |
$412K - $440K
|
12K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
12KNew |
$412K - $439K
|
12K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12KNew |
$411K - $439K
|
12K
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
11.4K+ 3.79% |
$391K - $418K
|
313K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11.2K+ 1.83% |
$383K - $409K
|
625K
$20.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11K+ 24.32% |
$377K - $402K
|
56.3K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.9K+ 6.96% |
$371K - $396K
|
167K
$5.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.6K+ 13.82% |
$362K - $387K
|
87.2K
$2.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10.5K+ 1.94% |
$360K - $385K
|
555K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.5K+ 2.41% |
$357K - $382K
|
444K
$14.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.4KNew |
$356K - $380K
|
10.4K
$347K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.1K+ 2.82% |
$346K - $369K
|
369K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 12.09% |
$346K - $369K
|
93.7K
$3.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
10.1K+ 8.75% |
$345K - $369K
|
126K
$4.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
9.99K+ 3.37% |
$342K - $365K
|
307K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.58KNew |
$327K - $350K
|
9.58K
$319K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
9.56K+ 31.31% |
$327K - $349K
|
40.1K
$1.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.33K+ 41.53% |
$319K - $341K
|
31.8K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
9.33K+ 3.33% |
$319K - $341K
|
289K
$9.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.25K+ 108.07% |
$316K - $338K
|
17.8K
$593K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
9.09KNew |
$311K - $332K
|
9.09K
$303K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.04K+ 68.72% |
$309K - $330K
|
22.2K
$740K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.97K+ 49.9% |
$307K - $327K
|
26.9K
$898K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.92K+ 5.49% |
$305K - $326K
|
172K
$5.72M
|