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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.14K+ 2.81% |
$38.9K - $41.5K
|
41.6K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.11K+ 12.19% |
$37.8K - $40.4K
|
10.2K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.09KNew |
$37.1K - $39.6K
|
1.09K
$36.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.06K+ 14.34% |
$36.3K - $38.7K
|
8.46K
$282K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.06K+ 14.16% |
$36.2K - $38.7K
|
8.54K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1K+ 1470.59% |
$34.2K - $36.5K
|
1.07K
$35.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
898+ 8.54% |
$30.7K - $32.8K
|
11.4K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
821+ 0.53% |
$28.1K - $30K
|
154K
$5.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
808+ 12.82% |
$27.6K - $29.5K
|
7.11K
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
790New |
$27K - $28.8K
|
790
$26.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
785New |
$26.8K - $28.7K
|
785
$26.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
780+ 2.95% |
$26.7K - $28.5K
|
27.2K
$907K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
755New |
$25.8K - $27.6K
|
755
$25.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
749+ 12.72% |
$25.6K - $27.3K
|
6.64K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
748+ 3.07% |
$25.6K - $27.3K
|
25.1K
$837K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
747New |
$25.5K - $27.3K
|
747
$24.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
711+ 1.26% |
$24.3K - $26K
|
57.2K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
703+ 6.21% |
$24K - $25.7K
|
12K
$400K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
697+ 1.69% |
$23.8K - $25.4K
|
41.9K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
695+ 9.94% |
$23.8K - $25.4K
|
7.69K
$256K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
653+ 5.45% |
$22.3K - $23.8K
|
12.6K
$421K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
648+ 0.23% |
$22.2K - $23.7K
|
283K
$9.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
648+ 0.95% |
$22.2K - $23.7K
|
68.6K
$2.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
546+ 8.53% |
$18.7K - $19.9K
|
6.95K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
545New |
$18.6K - $19.9K
|
545
$18.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
523New |
$17.9K - $19.1K
|
523
$17.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
516+ 0.13% |
$17.6K - $18.8K
|
392K
$13.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
488New |
$16.7K - $17.8K
|
488
$16.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
485New |
$16.6K - $17.7K
|
485
$16.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
484+ 2.74% |
$16.5K - $17.7K
|
18.2K
$605K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
454+ 1.81% |
$15.5K - $16.6K
|
25.6K
$853K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
451+ 6.77% |
$15.4K - $16.5K
|
7.12K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
448+ 37.06% |
$15.3K - $16.4K
|
1.66K
$55.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
448New |
$15.3K - $16.4K
|
448
$14.9K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
416+ 4.25% |
$14.2K - $15.2K
|
10.2K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
388+ 1.13% |
$13.3K - $14.2K
|
34.6K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
371New |
$12.7K - $13.5K
|
371
$12.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
362+ 1.62% |
$12.4K - $13.2K
|
22.7K
$758K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
351New |
$12K - $12.8K
|
351
$11.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337New |
$11.5K - $12.3K
|
337
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
330+ 4.19% |
$11.3K - $12K
|
8.21K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
320+ 3.41% |
$10.9K - $11.7K
|
9.7K
$323K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
317New |
$10.8K - $11.6K
|
317
$10.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
316+ 2.28% |
$10.8K - $11.5K
|
14.1K
$471K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
315+ 0.59% |
$10.8K - $11.5K
|
53.5K
$1.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
315+ 2.69% |
$10.8K - $11.5K
|
12K
$401K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
278New |
$9.5K - $10.1K
|
278
$9.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
252+ 2100.0% |
$8.62K - $9.2K
|
264
$8.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
246+ 0.22% |
$8.41K - $8.98K
|
113K
$3.76M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
238New |
$8.14K - $8.69K
|
238
$7.93K
|