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 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-148- 3.19% |
$5.06K - $5.4K
|
4.49K
$150K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-152- 0.68% |
$5.2K - $5.55K
|
22.3K
$743K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-160- 0.89% |
$5.47K - $5.84K
|
17.8K
$593K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-165- 1.88% |
$5.64K - $6.02K
|
8.59K
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-170- 1.52% |
$5.81K - $6.21K
|
11K
$367K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-231- 0.11% |
$7.9K - $8.43K
|
217K
$7.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-236- 0.62% |
$8.07K - $8.62K
|
38K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-275- 2.2% |
$9.4K - $10K
|
12.2K
$407K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-319- 1.49% |
$10.9K - $11.6K
|
21.1K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-335- 0.23% |
$11.5K - $12.2K
|
148K
$4.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-362- 0.77% |
$12.4K - $13.2K
|
46.8K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-367- 2.44% |
$12.5K - $13.4K
|
14.7K
$489K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-400- 61.92% |
$13.7K - $14.6K
|
246
$8.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-402- 60.27% |
$13.7K - $14.7K
|
265
$8.83K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-419- 2.51% |
$14.3K - $15.3K
|
16.3K
$542K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-424- 6.01% |
$14.5K - $15.5K
|
6.63K
$221K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-440- 10.65% |
$15K - $16.1K
|
3.69K
$123K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-441- 2.28% |
$15.1K - $16.1K
|
18.9K
$631K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-474- 3.9% |
$16.2K - $17.3K
|
11.7K
$389K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-509- 6.0% |
$17.4K - $18.6K
|
7.98K
$266K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-527- 12.51% |
$18K - $19.2K
|
3.68K
$123K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-556- 0.23% |
$19K - $20.3K
|
240K
$8.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-636- 22.36% |
$21.7K - $23.2K
|
2.21K
$73.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-637- 13.13% |
$21.8K - $23.3K
|
4.21K
$140K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-672- 0.56% |
$23K - $24.5K
|
120K
$4M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-683- 0.68% |
$23.4K - $24.9K
|
100K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-707- 0.76% |
$24.2K - $25.8K
|
92.2K
$3.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-709- 3.81% |
$24.2K - $25.9K
|
17.9K
$597K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-733- 5.72% |
$25.1K - $26.8K
|
12.1K
$403K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-812- 0.88% |
$27.8K - $29.6K
|
91.3K
$3.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-839- 0.59% |
$28.7K - $30.6K
|
140K
$4.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-850- 0.8% |
$29.1K - $31K
|
105K
$3.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-943- 2.51% |
$32.2K - $34.4K
|
36.6K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-969- 1.57% |
$33.1K - $35.4K
|
60.9K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-969- 1.58% |
$33.1K - $35.4K
|
60.5K
$2.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-971- 11.54% |
$33.2K - $35.5K
|
7.44K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-985- 35.48% |
$33.7K - $36K
|
1.79K
$59.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-993- 2.86% |
$34K - $36.3K
|
33.8K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 13.41% |
$35.8K - $38.2K
|
6.76K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-1.07K- 7.63% |
$36.4K - $38.9K
|
12.9K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 7.09% |
$40.7K - $43.4K
|
15.6K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.26K- 9.89% |
$43K - $46K
|
11.5K
$382K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-1.27K- 1.47% |
$43.5K - $46.5K
|
85.5K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.28K- 2.59% |
$43.7K - $46.7K
|
48K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.81% |
$44.8K - $47.9K
|
21.3K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.32K- 2.11% |
$45.1K - $48.2K
|
61.4K
$2.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 0.17% |
$47.2K - $50.4K
|
834K
$27.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.4K- 0.64% |
$47.8K - $51K
|
216K
$7.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.42K- 0.64% |
$48.4K - $51.7K
|
222K
$7.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.47K- 6.85% |
$50.2K - $53.6K
|
20K
$665K
|