Purchases and Sales Made in Q3 2023 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q3 2023. 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 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.65M+ 24.96% |
$83.6M - $89M
|
13.3M
$443M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.18M+ 1.71% |
$68.6M - $73M
|
130M
$4.32B
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
2.12M+ 29.18% |
$66.7M - $71M
|
9.37M
$312M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
428K+ 7.2% |
$13.5M - $14.4M
|
6.38M
$213M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
421K+ 789.93% |
$13.3M - $14.1M
|
475K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
336K+ 734.14% |
$10.6M - $11.3M
|
382K
$12.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
287K+ 619.34% |
$9.05M - $9.63M
|
334K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
265K+ 8.04% |
$8.35M - $8.89M
|
3.56M
$119M
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
254K+ 24.73% |
$8M - $8.51M
|
1.28M
$42.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
215K+ 6.32% |
$6.77M - $7.21M
|
3.62M
$121M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
209K+ 12.27% |
$6.59M - $7.01M
|
1.91M
$63.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
185K+ 38.06% |
$5.83M - $6.2M
|
671K
$22.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
157K+ 112.78% |
$4.93M - $5.25M
|
295K
$9.85M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
144K+ 75.12% |
$4.55M - $4.84M
|
336K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
139K+ 23.53% |
$4.37M - $4.66M
|
729K
$24.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
127KNew |
$4.01M - $4.27M
|
127K
$4.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
121K+ 70.06% |
$3.8M - $4.05M
|
293K
$9.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 13.15% |
$3.8M - $4.04M
|
1.04M
$34.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
93.5K+ 42.82% |
$2.95M - $3.14M
|
312K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
86.4K+ 7.85% |
$2.72M - $2.9M
|
1.19M
$39.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
82.5K+ 14.41% |
$2.6M - $2.77M
|
655K
$21.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
79.5K+ 11.96% |
$2.51M - $2.67M
|
745K
$24.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
70.7KNew |
$2.23M - $2.37M
|
70.7K
$2.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.2K+ 2.01% |
$2.18M - $2.32M
|
3.52M
$117M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
67.2KNew |
$2.12M - $2.25M
|
67.2K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
63.6K+ 10.56% |
$2M - $2.13M
|
666K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.3K+ 12.07% |
$1.93M - $2.05M
|
569K
$19M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57K+ 10.12% |
$1.79M - $1.91M
|
620K
$20.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
55.3K+ 2.63% |
$1.74M - $1.86M
|
2.16M
$72M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
53.8K+ 9.4% |
$1.69M - $1.8M
|
625K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.8K+ 8.78% |
$1.69M - $1.8M
|
666K
$22.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
52.6KNew |
$1.66M - $1.76M
|
52.6K
$1.75M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
51.4K+ 11.99% |
$1.62M - $1.72M
|
480K
$16M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
49.9K+ 28.67% |
$1.57M - $1.67M
|
224K
$7.47M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
47.8K+ 42.47% |
$1.51M - $1.6M
|
160K
$5.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 98.92% |
$1.25M - $1.33M
|
79.6K
$2.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38.5K+ 3.91% |
$1.21M - $1.29M
|
1.03M
$34.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
35.4KNew |
$1.12M - $1.19M
|
35.4K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
35.2K+ 206.85% |
$1.11M - $1.18M
|
52.3K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
34.6K+ 0.87% |
$1.09M - $1.16M
|
4.01M
$134M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32.5K+ 42.01% |
$1.02M - $1.09M
|
110K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.1K+ 35.62% |
$979K - $1.04M
|
118K
$3.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
30.2KNew |
$952K - $1.01M
|
30.2K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
30.1K+ 16.45% |
$948K - $1.01M
|
213K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.1K+ 67.83% |
$853K - $908K
|
67K
$2.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
26K+ 20.83% |
$818K - $871K
|
151K
$5.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
25.3K+ 5.09% |
$797K - $848K
|
522K
$17.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
24.4K+ 3.89% |
$770K - $820K
|
653K
$21.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
24.4K+ 8.1% |
$770K - $819K
|
326K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.3K+ 5.97% |
$766K - $815K
|
432K
$14.4M
|