Purchases and Sales Made in Q3 2021 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16.1M+ 2597.42% |
$510M - $543M
|
16.7M
$556M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.84M+ 3.62% |
$122M - $130M
|
110M
$3.66B
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.05M+ 363.29% |
$96.8M - $103M
|
3.89M
$130M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
766K+ 323.39% |
$24.3M - $25.9M
|
1M
$33.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
526KNew |
$16.7M - $17.8M
|
526K
$17.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
514KNew |
$16.3M - $17.4M
|
514K
$17.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
500KNew |
$15.9M - $16.9M
|
500K
$16.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
498KNew |
$15.8M - $16.8M
|
498K
$16.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
450K+ 93.58% |
$14.3M - $15.2M
|
931K
$31.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
288K+ 4132.52% |
$9.13M - $9.72M
|
295K
$9.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
209K+ 91.62% |
$6.63M - $7.06M
|
437K
$14.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
128K+ 56.67% |
$4.05M - $4.31M
|
353K
$11.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
127KNew |
$4.03M - $4.29M
|
127K
$4.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 3.14% |
$3.67M - $3.9M
|
3.79M
$126M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
114K+ 27.48% |
$3.62M - $3.85M
|
529K
$17.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
108K+ 431.55% |
$3.41M - $3.63M
|
132K
$4.42M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
92K+ 25.63% |
$2.92M - $3.11M
|
451K
$15M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
78.7KNew |
$2.5M - $2.66M
|
78.7K
$2.62M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
72.5K+ 7.08% |
$2.3M - $2.45M
|
1.1M
$36.6M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
72.1K+ 27.26% |
$2.29M - $2.44M
|
337K
$11.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.1K+ 36.83% |
$2.29M - $2.44M
|
268K
$8.93M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
71.1K+ 26.78% |
$2.26M - $2.4M
|
337K
$11.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
70.8K+ 4.8% |
$2.25M - $2.39M
|
1.54M
$51.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
69.4KNew |
$2.2M - $2.35M
|
69.4K
$2.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55KNew |
$1.75M - $1.86M
|
55K
$1.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
54.2KNew |
$1.72M - $1.83M
|
54.2K
$1.81M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
52.3KNew |
$1.66M - $1.77M
|
52.3K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46KNew |
$1.46M - $1.55M
|
46K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
45.1K+ 2.88% |
$1.43M - $1.52M
|
1.61M
$53.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.2K+ 19.9% |
$1.31M - $1.39M
|
248K
$8.28M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40KNew |
$1.27M - $1.35M
|
40K
$1.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.6K+ 31.63% |
$1.2M - $1.27M
|
157K
$5.22M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35.5K+ 6.23% |
$1.13M - $1.2M
|
605K
$20.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
33.3KNew |
$1.06M - $1.13M
|
33.3K
$1.11M
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
32.5K+ 15.19% |
$1.03M - $1.1M
|
247K
$8.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
30.3K+ 120.22% |
$961K - $1.02M
|
55.4K
$1.85M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
27.8K+ 124.04% |
$884K - $941K
|
50.3K
$1.68M
|
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
23.4K+ 11.63% |
$744K - $792K
|
225K
$7.5M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.9K+ 82.34% |
$729K - $775K
|
50.8K
$1.69M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
22.6KNew |
$718K - $764K
|
22.6K
$754K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.4K+ 490.23% |
$712K - $758K
|
27K
$901K
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
22.1K+ 262.94% |
$701K - $746K
|
30.5K
$1.02M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.3K+ 8.92% |
$646K - $688K
|
248K
$8.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8K+ 40.95% |
$630K - $670K
|
68.3K
$2.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19.7K+ 26.96% |
$625K - $666K
|
92.7K
$3.09M
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
17.3K+ 6.96% |
$548K - $583K
|
265K
$8.84M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16.9K+ 4.72% |
$537K - $571K
|
375K
$12.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16.8K+ 19.03% |
$533K - $567K
|
105K
$3.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.7KNew |
$531K - $565K
|
16.7K
$558K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15.5K+ 2948.77% |
$494K - $525K
|
16.1K
$536K
|