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 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.62K+ 0.95% |
$124K - $132K
|
384K
$12.8M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.46K+ 18.91% |
$118K - $126K
|
21.8K
$726K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.46K+ 3.12% |
$118K - $126K
|
114K
$3.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.36K+ 1.57% |
$115K - $123K
|
217K
$7.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3.34KNew |
$114K - $122K
|
3.34K
$111K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.31K+ 1.58% |
$113K - $121K
|
213K
$7.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.3K+ 37.34% |
$113K - $121K
|
12.1K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.3K+ 18.75% |
$113K - $120K
|
20.9K
$695K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.23KNew |
$110K - $118K
|
3.23K
$108K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.18K+ 27.04% |
$109K - $116K
|
14.9K
$498K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.03K+ 1.75% |
$104K - $111K
|
177K
$5.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.98K+ 1.52% |
$102K - $109K
|
199K
$6.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.95K+ 22.44% |
$101K - $108K
|
16.1K
$536K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.9K+ 4.2% |
$99.2K - $106K
|
72K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.8K+ 7.09% |
$95.7K - $102K
|
42.3K
$1.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.78K+ 15.97% |
$95.1K - $102K
|
20.2K
$673K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.7K+ 92.88% |
$92.3K - $98.6K
|
5.61K
$187K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.68K+ 17.74% |
$91.6K - $97.8K
|
17.8K
$592K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.63K+ 1.9% |
$89.8K - $95.9K
|
141K
$4.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.59KNew |
$88.6K - $94.6K
|
2.59K
$86.3K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.53K+ 16.21% |
$86.6K - $92.5K
|
18.2K
$605K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.45K+ 8166.67% |
$83.8K - $89.4K
|
2.48K
$82.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.43K+ 18.27% |
$82.9K - $88.6K
|
15.7K
$523K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.41K+ 20.65% |
$82.5K - $88.1K
|
14.1K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.24K+ 273.54% |
$76.7K - $81.9K
|
3.06K
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.23KNew |
$76.1K - $81.3K
|
2.23K
$74.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.12K+ 19.16% |
$72.3K - $77.3K
|
13.2K
$438K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.11K+ 1.51% |
$72K - $76.9K
|
141K
$4.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.05K+ 0.33% |
$70K - $74.8K
|
626K
$20.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.98K+ 25.99% |
$67.6K - $72.2K
|
9.58K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.94K+ 4.92% |
$66.5K - $71K
|
41.5K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 5.6% |
$66.1K - $70.5K
|
36.5K
$1.21M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.93K+ 12.18% |
$65.9K - $70.4K
|
17.8K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93K+ 143.67% |
$65.9K - $70.4K
|
3.27K
$109K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.91K+ 4.69% |
$65.2K - $69.6K
|
42.6K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.91K+ 9.56% |
$65.1K - $69.6K
|
21.8K
$727K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.88K+ 3.67% |
$64.2K - $68.6K
|
53.1K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
1.85K+ 1.34% |
$63.2K - $67.5K
|
140K
$4.67M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.81K+ 6.22% |
$61.8K - $66K
|
30.8K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.75K+ 6.35% |
$59.7K - $63.8K
|
29.3K
$975K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.64K+ 5.47% |
$56.1K - $59.9K
|
31.6K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.62K+ 10.53% |
$55.4K - $59.1K
|
17K
$566K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 5.21% |
$47.7K - $51K
|
28.2K
$939K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
1.35K+ 0.36% |
$46.1K - $49.2K
|
375K
$12.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.35K+ 0.64% |
$46K - $49.1K
|
211K
$7.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 3.46% |
$44.3K - $47.3K
|
38.7K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.23K+ 22.33% |
$42K - $44.9K
|
6.73K
$224K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.21K+ 0.06% |
$41.5K - $44.3K
|
1.92M
$64M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.57% |
$41.3K - $44.1K
|
48.3K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.2K+ 11.28% |
$40.9K - $43.7K
|
11.8K
$393K
|