Purchases and Sales Made in Q4 2021 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.4M+ 4.01% |
$139M - $150M
|
114M
$3.81B
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.54M+ 176.65% |
$48.6M - $52.5M
|
2.41M
$80.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
650KNew |
$20.5M - $22.1M
|
650K
$21.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
606K+ 15.98% |
$19.1M - $20.6M
|
4.4M
$147M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
499K+ 279.86% |
$15.8M - $17M
|
678K
$22.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
411K+ 98.77% |
$13M - $14M
|
828K
$27.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
326KNew |
$10.3M - $11.1M
|
326K
$10.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
317K+ 10724.05% |
$10M - $10.8M
|
320K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
311KNew |
$9.8M - $10.6M
|
311K
$10.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
282KNew |
$8.89M - $9.59M
|
282K
$9.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
268K+ 17.25% |
$8.44M - $9.11M
|
1.82M
$60.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
262KNew |
$8.27M - $8.93M
|
262K
$8.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
159K+ 29.97% |
$5M - $5.4M
|
687K
$22.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
149K+ 34.19% |
$4.71M - $5.09M
|
586K
$19.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
144K+ 42.78% |
$4.54M - $4.9M
|
481K
$16M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
124K+ 8.05% |
$3.92M - $4.23M
|
1.67M
$55.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
122K+ 52.62% |
$3.84M - $4.14M
|
353K
$11.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
114KNew |
$3.58M - $3.87M
|
114K
$3.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
108KNew |
$3.41M - $3.68M
|
108K
$3.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
108KNew |
$3.4M - $3.67M
|
108K
$3.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
107K+ 31.32% |
$3.38M - $3.65M
|
449K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
107K+ 557.61% |
$3.37M - $3.64M
|
126K
$4.2M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
93.3KNew |
$2.94M - $3.18M
|
93.3K
$3.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
77.9KNew |
$2.46M - $2.65M
|
77.9K
$2.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
75.4K+ 28.44% |
$2.38M - $2.57M
|
340K
$11.4M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
74.1KNew |
$2.34M - $2.52M
|
74.1K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
69.9K+ 147.32% |
$2.21M - $2.38M
|
117K
$3.92M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
64.7K+ 161.63% |
$2.04M - $2.2M
|
105K
$3.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
59.4KNew |
$1.87M - $2.02M
|
59.4K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.8K+ 23.66% |
$1.85M - $2M
|
307K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
56K+ 11.24% |
$1.77M - $1.91M
|
554K
$18.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
54.8K+ 5.88% |
$1.73M - $1.86M
|
986K
$32.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
54.1KNew |
$1.71M - $1.84M
|
54.1K
$1.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
50.8K+ 97.17% |
$1.6M - $1.73M
|
103K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
45.7K+ 89.78% |
$1.44M - $1.55M
|
96.5K
$3.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
44.2K+ 2.75% |
$1.39M - $1.51M
|
1.65M
$55.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.6K+ 80.95% |
$1.37M - $1.48M
|
97.4K
$3.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
42.4KNew |
$1.34M - $1.44M
|
42.4K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.9K+ 16.89% |
$1.32M - $1.43M
|
290K
$9.68M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40.4KNew |
$1.27M - $1.37M
|
40.4K
$1.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
39.9K+ 29.01% |
$1.26M - $1.36M
|
177K
$5.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
37.8K+ 6.24% |
$1.19M - $1.29M
|
643K
$21.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
37.3K+ 3.39% |
$1.18M - $1.27M
|
1.13M
$37.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
36.3K+ 9.69% |
$1.15M - $1.24M
|
411K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.7K+ 3.46% |
$1.09M - $1.18M
|
1.04M
$34.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
33.9K+ 43.11% |
$1.07M - $1.15M
|
113K
$3.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
33.3K+ 109.34% |
$1.05M - $1.13M
|
63.8K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.3KNew |
$892K - $962K
|
28.3K
$943K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.6KNew |
$840K - $906K
|
26.6K
$888K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.3K+ 114.21% |
$798K - $861K
|
47.4K
$1.58M
|