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 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
14.5K+ 28.5% |
$461K - $491K
|
65.4K
$2.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1KNew |
$448K - $477K
|
14.1K
$470K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13.8KNew |
$440K - $468K
|
13.8K
$461K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.3K+ 14.55% |
$421K - $448K
|
104K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 7.19% |
$412K - $439K
|
193K
$6.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9KNew |
$411K - $437K
|
12.9K
$431K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.3KNew |
$390K - $415K
|
12.3K
$410K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
11.7K+ 62.46% |
$373K - $397K
|
30.6K
$1.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10.9K+ 2.72% |
$345K - $368K
|
411K
$13.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.6K+ 26.66% |
$337K - $358K
|
50.4K
$1.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5K+ 11.49% |
$335K - $356K
|
102K
$3.41M
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10.4K+ 20.75% |
$329K - $350K
|
60.2K
$2.01M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.74K+ 15.05% |
$309K - $329K
|
74.5K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.14K+ 4.8% |
$290K - $309K
|
200K
$6.65M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
9.01K+ 10.37% |
$286K - $305K
|
96K
$3.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
9K+ 12.45% |
$286K - $304K
|
81.2K
$2.71M
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.83K+ 5.46% |
$281K - $299K
|
171K
$5.68M
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
7.82K+ 1.83% |
$248K - $264K
|
435K
$14.5M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
7.7KNew |
$245K - $260K
|
7.7K
$257K
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.66KNew |
$243K - $259K
|
7.66K
$255K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
7.52K+ 18.84% |
$239K - $254K
|
47.5K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.49KNew |
$238K - $253K
|
7.49K
$250K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
7.31KNew |
$232K - $247K
|
7.31K
$244K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.22K+ 15.48% |
$229K - $244K
|
53.8K
$1.79M
|
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
BUY
|
- |
6.92K+ 2.77% |
$220K - $234K
|
257K
$8.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.85K+ 15.57% |
$218K - $232K
|
50.9K
$1.69M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.57K+ 3.03% |
$209K - $222K
|
223K
$7.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.53K+ 1470.5% |
$207K - $221K
|
6.97K
$232K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
6.34K+ 21.89% |
$201K - $214K
|
35.3K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.33KNew |
$201K - $214K
|
6.33K
$211K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
5.88K+ 0.21% |
$187K - $199K
|
2.85M
$95.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.68K+ 35.63% |
$180K - $192K
|
21.6K
$720K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
5.6K+ 0.8% |
$178K - $189K
|
706K
$23.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
BUY
|
- |
5.57K+ 1.98% |
$177K - $188K
|
287K
$9.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.52K+ 6.05% |
$175K - $187K
|
96.7K
$3.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.5K+ 10.53% |
$175K - $186K
|
57.7K
$1.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.99K+ 10.05% |
$158K - $169K
|
54.6K
$1.82M
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.5K+ 8.84% |
$143K - $152K
|
55.4K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.49K+ 6.97% |
$143K - $152K
|
68.9K
$2.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.28K+ 0.85% |
$136K - $145K
|
508K
$16.9M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4K+ 608.05% |
$127K - $135K
|
4.66K
$155K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.75K+ 24.3% |
$119K - $127K
|
19.2K
$638K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.74K+ 36.71% |
$119K - $127K
|
13.9K
$465K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.59K+ 12.26% |
$114K - $121K
|
32.9K
$1.09M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.4K+ 6.13% |
$108K - $115K
|
58.7K
$1.96M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.24K+ 27.6% |
$103K - $109K
|
15K
$499K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.86K+ 47.74% |
$91K - $96.8K
|
8.86K
$295K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.71K+ 0.66% |
$86.1K - $91.7K
|
416K
$13.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.55K+ 16.85% |
$81K - $86.2K
|
17.7K
$589K
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
2.4K+ 81.22% |
$76.4K - $81.3K
|
5.36K
$179K
|