Purchases and Sales Made in Q3 2021 in Schwab Fundamental Intl Large (FNDF)

FNDF Quotes by TradingView

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 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
203
New
$6.45K - $6.86K
203 $6.76K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
196
+ 1.33%
$6.22K - $6.62K
14.9K $498K
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

BUY
 -
195
+ 2.02%
$6.19K - $6.59K
9.85K $328K
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
191
+ 1.12%
$6.07K - $6.46K
17.3K $575K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
187
+ 11.33%
$5.94K - $6.32K
1.84K $61.2K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
184
+ 1.46%
$5.84K - $6.22K
12.8K $425K
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

BUY
 -
175
+ 0.7%
$5.56K - $5.91K
25K $834K
Nov 15, 2021 Q3 2021
Balentine LLC

Atlanta, GA
BUY
 -
142
New
$4.51K - $4.8K
142 $4.73K
Nov 12, 2021 Q3 2021
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
134
+ 2.08%
$4.26K - $4.53K
6.58K $219K
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
109
New
$3.46K - $3.68K
109 $3.63K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
92
New
$2.92K - $3.11K
92 $3.07K
Nov 16, 2021 Q3 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
90
New
$2.86K - $3.04K
90 $3K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

BUY
 -
88
New
$2.79K - $2.97K
88 $2.93K
Nov 02, 2021 Q3 2021
Ironwood Financial, LLC

BUY
 -
75
+ 25.42%
$2.38K - $2.54K
370 $12.3K
Nov 10, 2021 Q3 2021
Glassman Wealth Services

BUY
 -
51
New
$1.62K - $1.72K
51 $1.7K
Oct 29, 2021 Q3 2021
Parkside Financial Bank & Trust

BUY
 -
49
New
$1.56K - $1.66K
49 $1.63K
Nov 05, 2021 Q3 2021
Sandy Spring Bank

BUY
 -
45
New
$1.43K - $1.52K
45 $1.5K
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
BUY
 -
42
+ 0.54%
$1.33K - $1.42K
7.76K $258K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
25
New
$794 - $845
25 $833
Dec 11, 2023 Q3 2021
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
22
+ 0.19%
$699 - $744
11.9K $396K
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
10
+ 0.93%
$318 - $338
1.08K $36K
Nov 01, 2021 Q3 2021
Dhjj Financial Advisors, Ltd.

BUY
 -
10
+ 0.04%
$318 - $338
25.5K $850K
Nov 15, 2021 Q3 2021
Alesco Advisors LLC

Pittsford, NY
BUY
 -
2
+ 0.01%
$63.5 - $67.6
18.4K $612K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2
New
$63.5 - $67.6
2 $66.6
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
0
Closed
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

SELL
 -
-11
- -0.0%
$349 - $372
249K $8.29M
Apr 05, 2024 Q3 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-15
- 0.14%
$476 - $507
11K $368K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-17
Closed
$540 - $575
0 $0
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-20
Closed
$635 - $676
0 $0
Nov 16, 2021 Q3 2021
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-21
- 0.18%
$667 - $710
11.5K $382K
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-24
- 0.27%
$762 - $811
8.77K $292K
Oct 28, 2021 Q3 2021
Sterling Financial Planning, Inc.

SELL
 -
-58
- 14.8%
$1.84K - $1.96K
334 $11.1K
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-58
- 50.0%
$1.84K - $1.96K
58 $1.93K
Nov 03, 2021 Q3 2021
Bison Wealth, LLC

SELL
 -
-80
- 8.57%
$2.54K - $2.7K
854 $28.5K
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

SELL
 -
-102
- 6.04%
$3.24K - $3.45K
1.59K $52.9K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-107
- 0.86%
$3.4K - $3.62K
12.3K $410K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-112
- 5.18%
$3.56K - $3.79K
2.05K $68.4K
Nov 16, 2021 Q3 2021
Phocas Financial Corp.

Alameda, CA
SELL
 -
-124
- 0.48%
$3.94K - $4.19K
25.6K $853K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

SELL
 -
-124
Closed
$3.94K - $4.19K
0 $0
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

SELL
 -
-126
- 0.63%
$4K - $4.26K
19.9K $663K
Aug 06, 2024 Q3 2021
Hantz Financial Services, Inc.

SELL
 -
-127
- 36.49%
$4.03K - $4.29K
221 $7.36K
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

SELL
 -
-135
- 0.23%
$4.29K - $4.56K
59.6K $1.99M
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

SELL
 -
-142
- 0.92%
$4.51K - $4.8K
15.3K $509K
Nov 15, 2021 Q3 2021
Resolute Advisors LLC

SELL
 -
-181
- 80.44%
$5.75K - $6.12K
44 $1.47K
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-188
Closed
$5.97K - $6.35K
0 $0
Nov 12, 2021 Q3 2021
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-205
- 24.88%
$6.51K - $6.93K
619 $20.6K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-289
- 20.76%
$9.18K - $9.77K
1.1K $36.8K
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

SELL
 -
-304
- 2.49%
$9.66K - $10.3K
11.9K $396K

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