Purchases and Sales Made in Q3 2023 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 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
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
434
+ 6.94%
$13.7K - $14.6K
6.69K $223K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
428
+ 0.1%
$13.5K - $14.4K
450K $15M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
417
New
$13.1K - $14K
417 $13.9K
Nov 07, 2023 Q3 2023
Motco

BUY
 -
385
New
$12.1K - $12.9K
385 $12.8K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
367
+ 2.17%
$11.6K - $12.3K
17.3K $576K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
352
+ 4.11%
$11.1K - $11.8K
8.92K $297K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
332
+ 0.93%
$10.5K - $11.1K
36K $1.2M
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
275
+ 0.78%
$8.67K - $9.22K
35.5K $1.18M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
271
+ 3.03%
$8.54K - $9.09K
9.21K $307K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
250
New
$7.88K - $8.39K
250 $8.33K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
208
New
$6.55K - $6.98K
208 $6.93K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
207
New
$6.52K - $6.94K
207 $6.9K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
204
+ 20400.0%
$6.43K - $6.84K
205 $6.83K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
186
+ 14.27%
$5.86K - $6.24K
1.49K $49.6K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
161
New
$5.07K - $5.4K
161 $5.36K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
107
New
$3.37K - $3.59K
107 $3.57K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
106
+ 0.61%
$3.34K - $3.56K
17.4K $579K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
100
+ 0.97%
$3.15K - $3.35K
10.4K $347K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
99
+ 2.53%
$3.12K - $3.32K
4.01K $134K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
86
New
$2.71K - $2.88K
86 $2.87K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
80
+ 177.78%
$2.52K - $2.68K
125 $4.17K
Oct 17, 2023 Q3 2023
Kiley Juergens Wealth Management, LLC

BUY
 -
79
+ 0.68%
$2.49K - $2.65K
11.7K $389K
Oct 31, 2023 Q3 2023
James Investment Research Inc

BUY
 -
76
+ 0.41%
$2.39K - $2.55K
18.4K $614K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
74
+ 34.42%
$2.33K - $2.48K
289 $9.63K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
74
New
$2.33K - $2.48K
74 $2.47K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
60
New
$1.89K - $2.01K
60 $2K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
59
New
$1.86K - $1.98K
59 $1.97K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
50
+ 50.0%
$1.58K - $1.68K
150 $5K
Oct 30, 2023 Q3 2023
Pflug Koory, LLC

BUY
 -
48
+ 2.25%
$1.51K - $1.61K
2.18K $72.7K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
46
+ 15.97%
$1.45K - $1.54K
334 $11.1K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
42
New
$1.32K - $1.41K
42 $1.4K
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
42
New
$1.32K - $1.41K
42 $1.4K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
39
+ 63.93%
$1.23K - $1.31K
100 $3.33K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
35
+ 25.55%
$1.1K - $1.17K
172 $5.73K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
29
+ 0.12%
$914 - $973
24K $800K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
19
New
$599 - $637
19 $633
Oct 30, 2023 Q3 2023
Cordant, Inc.

Portland, OR
BUY
 -
18
New
$567 - $604
18 $600
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

BUY
 -
13
+ 0.5%
$410 - $436
2.62K $87.4K
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
9
+ 0.1%
$284 - $302
9.17K $306K
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
1
New
$31.5 - $33.5
1 $33.3
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-4
- 0.02%
$126 - $134
16.7K $557K
Nov 06, 2023 Q3 2023
Aviance Capital Partners, LLC

Naples, FL
SELL
 -
-7
- 0.05%
$221 - $235
12.8K $428K
Oct 24, 2023 Q3 2023
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-25
- 0.19%
$788 - $839
12.9K $430K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

SELL
 -
-28
- 0.33%
$882 - $939
8.45K $282K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

SELL
 -
-30
- 0.31%
$945 - $1.01K
9.59K $320K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

SELL
 -
-36
- 0.09%
$1.13K - $1.21K
38.9K $1.3M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

SELL
 -
-63
- 0.25%
$1.99K - $2.11K
25.5K $849K
Nov 09, 2023 Q3 2023
Citigroup Inc

SELL
 -
-73
- 4.8%
$2.3K - $2.45K
1.45K $48.3K

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