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 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 0.11% |
$53.2K - $56.8K
|
1.39M
$46.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.66K- 4.53% |
$56.6K - $60.4K
|
34.9K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 17.1% |
$56.7K - $60.5K
|
8.04K
$268K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.72K- 15.0% |
$58.7K - $62.7K
|
9.73K
$324K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.82K- 1.28% |
$62.2K - $66.4K
|
141K
$4.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.83K- 1.16% |
$62.6K - $66.8K
|
155K
$5.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.89K- 7.0% |
$64.7K - $69.1K
|
25.2K
$838K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.09K- 0.95% |
$71.6K - $76.4K
|
218K
$7.25M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.13K- 13.11% |
$72.8K - $77.7K
|
14.1K
$470K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.13K- 71.78% |
$73K - $77.9K
|
839
$28K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.18K- 7.27% |
$74.5K - $79.6K
|
27.8K
$926K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.22K- 7.76% |
$76K - $81.2K
|
26.4K
$881K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.28K- 1.36% |
$77.9K - $83.2K
|
166K
$5.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.31K- 6.78% |
$78.9K - $84.2K
|
31.7K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.47K- 1.33% |
$84.5K - $90.2K
|
184K
$6.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.48K- 0.94% |
$84.6K - $90.4K
|
261K
$8.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 0.61% |
$89.3K - $95.3K
|
427K
$14.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.87K- 19.3% |
$98.1K - $105K
|
12K
$400K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.97K- 2.88% |
$101K - $108K
|
100K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.99K- 2.59% |
$102K - $109K
|
112K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.09K- 59.93% |
$106K - $113K
|
2.06K
$68.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.34K- 5.84% |
$114K - $122K
|
53.8K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.35K- 33.98% |
$114K - $122K
|
6.5K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-3.47K- 16.91% |
$119K - $127K
|
17.1K
$568K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 36.17% |
$127K - $136K
|
6.55K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.83K- 4.47% |
$131K - $140K
|
81.8K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.83K- 4.89% |
$131K - $140K
|
74.5K
$2.48M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3.84K- 3.6% |
$131K - $140K
|
103K
$3.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-4.1K- 1.12% |
$140K - $150K
|
361K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.14K- 33.22% |
$142K - $151K
|
8.33K
$278K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.48K- 9.93% |
$153K - $164K
|
40.7K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.62K- 9.47% |
$158K - $169K
|
44.1K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.91K- 3.95% |
$168K - $179K
|
119K
$3.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.12K- 1.96% |
$175K - $187K
|
256K
$8.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.24K- 34.0% |
$179K - $191K
|
10.2K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-5.68K- 24.75% |
$194K - $207K
|
17.3K
$576K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.75K- 21.34% |
$197K - $210K
|
21.2K
$707K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-5.93K- 0.75% |
$203K - $216K
|
787K
$26.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6K- 3.04% |
$205K - $219K
|
191K
$6.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-6.33K- 5.03% |
$216K - $231K
|
119K
$3.98M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.7K- 57.3% |
$229K - $245K
|
4.99K
$166K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.87K- 6.24% |
$235K - $251K
|
103K
$3.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6.98K- 8.63% |
$239K - $255K
|
73.9K
$2.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-7.6K- 17.62% |
$260K - $277K
|
35.5K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.13K- 30.4% |
$278K - $297K
|
18.6K
$620K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-8.88K- 39.94% |
$304K - $324K
|
13.4K
$445K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9.34K- 4.55% |
$319K - $341K
|
196K
$6.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9.7K- 52.47% |
$332K - $354K
|
8.78K
$293K
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9.86K- 3.28% |
$337K - $360K
|
290K
$9.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.1K- 36.74% |
$347K - $370K
|
17.5K
$582K
|