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 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 15.83% |
$348K - $372K
|
54.2K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10.3K- 4.14% |
$352K - $376K
|
238K
$7.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-11.4K- 3.64% |
$389K - $415K
|
301K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-11.4K- 0.59% |
$390K - $416K
|
1.92M
$64M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 40.65% |
$394K - $421K
|
16.8K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.5K- 31.52% |
$394K - $421K
|
25.1K
$835K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.5K- 92.69% |
$429K - $458K
|
989
$33K
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-14.2K- 4.68% |
$486K - $518K
|
289K
$9.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-14.9K- 7.18% |
$509K - $543K
|
192K
$6.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-17.1K- 8.5% |
$586K - $625K
|
184K
$6.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17.2K- 7.09% |
$588K - $627K
|
225K
$7.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.6K- 47.77% |
$603K - $644K
|
19.3K
$643K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-17.7K- 4.05% |
$606K - $647K
|
419K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.6K- 7.81% |
$636K - $679K
|
219K
$7.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-23.7K- 66.17% |
$812K - $867K
|
12.1K
$404K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-26.4K- 63.21% |
$903K - $964K
|
15.4K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-30.1K- 11.98% |
$1.03M - $1.1M
|
221K
$7.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-36K- 6.37% |
$1.23M - $1.32M
|
530K
$17.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-38.3K- 83.15% |
$1.31M - $1.4M
|
7.75K
$258K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-45.6K- 50.8% |
$1.56M - $1.66M
|
44.1K
$1.47M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-56.3K- 18.58% |
$1.92M - $2.06M
|
247K
$8.22M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-58.7K- 2.88% |
$2.01M - $2.14M
|
1.98M
$65.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.5K- 16.26% |
$2.31M - $2.46M
|
348K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-86.6K- 10.21% |
$2.96M - $3.16M
|
762K
$25.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-94.7K- 2.72% |
$3.24M - $3.46M
|
3.38M
$113M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-95.1K- 1.46% |
$3.25M - $3.47M
|
6.39M
$213M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-138K- 45.96% |
$4.72M - $5.04M
|
162K
$5.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-140K- 59.42% |
$4.78M - $5.1M
|
95.4K
$3.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-142K- 65.76% |
$4.84M - $5.17M
|
73.7K
$2.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-144K- 17.03% |
$4.91M - $5.25M
|
700K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-175K- 96.44% |
$5.98M - $6.39M
|
6.47K
$215K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-190K- 20.93% |
$6.49M - $6.93M
|
718K
$23.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-203K- 10.7% |
$6.94M - $7.41M
|
1.69M
$56.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-229K- 24.14% |
$7.81M - $8.34M
|
718K
$23.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-343K- 8.33% |
$11.7M - $12.5M
|
3.78M
$126M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.16M- 85.31% |
$39.5M - $42.2M
|
199K
$6.63M
|