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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.32K+ 2.31% |
$73.7K - $78.4K
|
103K
$3.42M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.12KNew |
$67.4K - $71.8K
|
2.12K
$70.7K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.83KNew |
$58.1K - $61.8K
|
1.83K
$60.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.78KNew |
$56.6K - $60.2K
|
1.78K
$59.4K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.75K+ 20.96% |
$55.5K - $59K
|
10.1K
$336K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.73K+ 1.59% |
$54.8K - $58.3K
|
110K
$3.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.7K+ 13.62% |
$53.9K - $57.4K
|
14.2K
$472K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.6KNew |
$50.8K - $54.1K
|
1.6K
$53.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.59K+ 3.12% |
$50.6K - $53.8K
|
52.7K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.56K+ 7.57% |
$49.5K - $52.7K
|
22.1K
$738K
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.49K+ 2.2% |
$47.4K - $50.4K
|
69.4K
$2.31M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.45K+ 7.45% |
$46.1K - $49K
|
20.9K
$698K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 84.09% |
$43.5K - $46.3K
|
3K
$99.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
1.32K+ 5.91% |
$42K - $44.7K
|
23.7K
$790K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2K+ 28.91% |
$38.2K - $40.6K
|
5.36K
$179K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.16KNew |
$36.8K - $39.1K
|
1.16K
$38.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.09K+ 6.79% |
$34.5K - $36.7K
|
17.1K
$570K
|
|
|
Oct 13, 2021
Q3 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
828+ 0.3% |
$26.3K - $28K
|
274K
$9.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
785+ 11.01% |
$24.9K - $26.5K
|
7.92K
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
784+ 8.71% |
$24.9K - $26.5K
|
9.78K
$326K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
779New |
$24.7K - $26.3K
|
779
$26K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
778+ 7.21% |
$24.7K - $26.3K
|
11.6K
$385K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
759New |
$24.1K - $25.7K
|
759
$25.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
734+ 8.81% |
$23.3K - $24.8K
|
9.07K
$302K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
691+ 0.47% |
$21.9K - $23.4K
|
146K
$4.88M
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
648+ 9.03% |
$20.6K - $21.9K
|
7.83K
$261K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
647+ 0.52% |
$20.5K - $21.9K
|
125K
$4.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
647+ 15.47% |
$20.5K - $21.9K
|
4.83K
$161K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
617+ 2.76% |
$19.6K - $20.9K
|
23K
$766K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
582New |
$18.5K - $19.7K
|
582
$19.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
552+ 185.23% |
$17.5K - $18.7K
|
850
$28.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
548+ 4.65% |
$17.4K - $18.5K
|
12.3K
$411K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
544+ 0.19% |
$17.3K - $18.4K
|
294K
$9.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
518+ 8.18% |
$16.5K - $17.5K
|
6.85K
$228K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
508New |
$16.1K - $17.2K
|
508
$16.9K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
447+ 33.48% |
$14.2K - $15.1K
|
1.78K
$59.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
420+ 15.35% |
$13.3K - $14.2K
|
3.16K
$105K
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
409+ 0.75% |
$13K - $13.8K
|
55.2K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
323+ 12.17% |
$10.3K - $10.9K
|
2.98K
$99.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
319New |
$10.1K - $10.8K
|
319
$10.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
306+ 3.87% |
$9.72K - $10.3K
|
8.22K
$274K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
299+ 0.48% |
$9.5K - $10.1K
|
62.2K
$2.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
293+ 1.69% |
$9.31K - $9.9K
|
17.7K
$588K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
282New |
$8.96K - $9.53K
|
282
$9.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
277+ 1.23% |
$8.8K - $9.36K
|
22.8K
$760K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
273New |
$8.67K - $9.23K
|
273
$9.1K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
258New |
$8.19K - $8.72K
|
258
$8.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
250+ 30.12% |
$7.94K - $8.45K
|
1.08K
$36K
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
233+ 1.02% |
$7.4K - $7.88K
|
23.2K
$772K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
224+ 0.51% |
$7.11K - $7.57K
|
44.2K
$1.47M
|