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 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.86KNew |
$216K - $230K
|
6.86K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.81K+ 101.78% |
$214K - $228K
|
13.5K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
6.33KNew |
$199K - $212K
|
6.33K
$211K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.23K+ 18.96% |
$196K - $209K
|
39.1K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.05K+ 2.29% |
$191K - $203K
|
271K
$9.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5.92K+ 4.61% |
$186K - $198K
|
134K
$4.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.91K+ 13.39% |
$186K - $198K
|
50K
$1.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.89K+ 4.31% |
$185K - $197K
|
143K
$4.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.42K+ 2.24% |
$171K - $182K
|
248K
$8.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.31K+ 22.65% |
$167K - $178K
|
28.8K
$959K
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.19K+ 1.73% |
$164K - $174K
|
306K
$10.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5.06K+ 1.83% |
$160K - $170K
|
281K
$9.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.06KNew |
$159K - $170K
|
5.06K
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
4.87K+ 74.81% |
$153K - $163K
|
11.4K
$379K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.5K+ 0.93% |
$142K - $151K
|
489K
$16.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.49K+ 0.54% |
$142K - $151K
|
830K
$27.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.41K+ 581.66% |
$139K - $148K
|
5.17K
$172K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.39K+ 2.53% |
$138K - $147K
|
178K
$5.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.37K+ 12.59% |
$138K - $147K
|
39.1K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4.37K+ 0.56% |
$138K - $147K
|
780K
$26M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.33K+ 1.24% |
$136K - $145K
|
354K
$11.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.31K+ 5.76% |
$136K - $144K
|
79.1K
$2.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.29K+ 4.87% |
$135K - $144K
|
92.3K
$3.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.21K+ 38.72% |
$133K - $141K
|
15.1K
$502K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.17K+ 41.39% |
$131K - $140K
|
14.2K
$474K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4.17K+ 39.98% |
$131K - $140K
|
14.6K
$486K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.12K+ 34.28% |
$130K - $138K
|
16.1K
$538K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.11K+ 20.7% |
$129K - $138K
|
23.9K
$798K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.06K+ 2.53% |
$128K - $136K
|
165K
$5.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.97K+ 59.76% |
$125K - $133K
|
10.6K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.62K+ 1478.78% |
$114K - $122K
|
3.87K
$129K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.49K+ 8.57% |
$110K - $117K
|
44.2K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.42K+ 160.44% |
$108K - $115K
|
5.55K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.33K+ 8.35% |
$105K - $112K
|
43.2K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.1K+ 33.33% |
$97.7K - $104K
|
12.4K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.06K+ 12.04% |
$96.4K - $103K
|
28.5K
$949K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.99K+ 2.06% |
$94.2K - $100K
|
148K
$4.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.94K+ 36.8% |
$92.6K - $98.5K
|
10.9K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.91K+ 3.91% |
$91.6K - $97.5K
|
77.3K
$2.58M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.9K+ 22.62% |
$91.3K - $97.2K
|
15.7K
$524K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.87K+ 1.42% |
$90.4K - $96.3K
|
205K
$6.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.85K+ 1.91% |
$89.8K - $95.6K
|
152K
$5.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.82K+ 13.88% |
$88.7K - $94.4K
|
23.1K
$769K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 8.57% |
$88K - $93.6K
|
35.4K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 0.75% |
$87.9K - $93.6K
|
377K
$12.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
2.63K+ 9.42% |
$82.7K - $88K
|
30.5K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.61K+ 41.32% |
$82.2K - $87.5K
|
8.92K
$297K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.6K+ 5.71% |
$81.8K - $87.1K
|
48.1K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.42K+ 2.53% |
$76.3K - $81.3K
|
98.1K
$3.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.28K+ 15.22% |
$71.8K - $76.4K
|
17.2K
$575K
|