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 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-324- 2.55% |
$10.3K - $11K
|
12.4K
$413K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-328- 5.61% |
$10.4K - $11.1K
|
5.52K
$184K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-332- 3.9% |
$10.5K - $11.2K
|
8.18K
$273K
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-364- 1.48% |
$11.6K - $12.3K
|
24.2K
$806K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-366- 1.18% |
$11.6K - $12.4K
|
30.7K
$1.02M
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-439Closed |
$13.9K - $14.8K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-475- 10.22% |
$15.1K - $16.1K
|
4.18K
$139K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-511- 96.96% |
$16.2K - $17.3K
|
16
$533
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-530- 1.21% |
$16.8K - $17.9K
|
43.2K
$1.44M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-534- 4.22% |
$17K - $18K
|
12.1K
$404K
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-575- 2.22% |
$18.3K - $19.4K
|
25.4K
$845K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-594Closed |
$18.9K - $20.1K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-600- 2.0% |
$19.1K - $20.3K
|
29.4K
$981K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-641- 7.43% |
$20.4K - $21.7K
|
7.99K
$266K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-716- 2.02% |
$22.7K - $24.2K
|
34.7K
$1.16M
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-721- 2.42% |
$22.9K - $24.4K
|
29.1K
$969K
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-763- 4.01% |
$24.2K - $25.8K
|
18.3K
$609K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-781- 4.01% |
$24.8K - $26.4K
|
18.7K
$624K
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
SELL
|
- |
-875- 5.57% |
$27.8K - $29.6K
|
14.8K
$494K
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-910Closed |
$28.9K - $30.8K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-1KClosed |
$31.8K - $33.8K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
SELL
|
- |
-1.01K- 3.33% |
$32.1K - $34.2K
|
29.4K
$978K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.02KClosed |
$32.3K - $34.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.04K- 13.76% |
$32.9K - $35.1K
|
6.5K
$217K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.12K- 87.33% |
$35.7K - $38K
|
163
$5.43K
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.14K- 7.91% |
$36.2K - $38.5K
|
13.3K
$442K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.17K- 75.91% |
$37.1K - $39.5K
|
371
$12.4K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.2KClosed |
$38.1K - $40.6K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.21K- 0.85% |
$38.3K - $40.8K
|
141K
$4.71M
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.34K- 1.19% |
$42.6K - $45.4K
|
111K
$3.71M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.45K- 19.39% |
$45.9K - $48.9K
|
6.01K
$200K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.76K- 51.46% |
$55.9K - $59.5K
|
1.66K
$55.3K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.89K- 5.43% |
$59.9K - $63.7K
|
32.8K
$1.09M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.97K- 90.76% |
$62.4K - $66.4K
|
200
$6.66K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-2.06K- 24.06% |
$65.4K - $69.6K
|
6.5K
$216K
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.14K- 0.32% |
$67.9K - $72.3K
|
664K
$22.1M
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.15K- 22.75% |
$68.3K - $72.7K
|
7.3K
$243K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.34K- 2.65% |
$74.3K - $79.1K
|
85.9K
$2.86M
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.42K- 0.38% |
$77K - $81.9K
|
630K
$21M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-2.68KClosed |
$85K - $90.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.93K- 13.91% |
$93K - $98.9K
|
18.1K
$604K
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.95K- 23.96% |
$93.6K - $99.6K
|
9.35K
$312K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-3.01K- 31.91% |
$95.7K - $102K
|
6.43K
$214K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.62K- 8.09% |
$115K - $122K
|
41.1K
$1.37M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.76K- 1.09% |
$119K - $127K
|
342K
$11.4M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 14.38% |
$121K - $129K
|
22.8K
$758K
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.97K- 27.44% |
$126K - $134K
|
10.5K
$350K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4.06KClosed |
$129K - $137K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.12K- 8.79% |
$131K - $139K
|
42.8K
$1.42M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.51K- 50.03% |
$143K - $152K
|
4.5K
$150K
|