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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.43K+ 7.26% |
$234K - $253K
|
110K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.25K+ 10.62% |
$229K - $247K
|
75.5K
$2.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
6.77KNew |
$214K - $230K
|
6.77K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.59K+ 5.98% |
$208K - $225K
|
117K
$3.89M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
6.47KNew |
$204K - $220K
|
6.47K
$216K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.45K+ 1.27% |
$203K - $220K
|
515K
$17.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.39KNew |
$202K - $218K
|
6.39K
$213K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.39KNew |
$201K - $217K
|
6.39K
$213K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
6.36KNew |
$201K - $216K
|
6.36K
$212K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.25K+ 1.2% |
$197K - $213K
|
528K
$17.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.11K+ 5.82% |
$193K - $208K
|
111K
$3.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.09K+ 14.25% |
$192K - $207K
|
48.8K
$1.63M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.5K+ 49.76% |
$173K - $187K
|
16.5K
$551K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.07K+ 51.45% |
$160K - $173K
|
14.9K
$497K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.9K+ 11.72% |
$155K - $167K
|
46.7K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.9K+ 39.5% |
$155K - $167K
|
17.3K
$576K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.85K+ 2424.5% |
$153K - $165K
|
5.05K
$168K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.51K+ 3.62% |
$142K - $154K
|
129K
$4.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.02K+ 9.76% |
$127K - $137K
|
45.2K
$1.5M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4K+ 95.9% |
$126K - $136K
|
8.18K
$273K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
3.9K+ 21.31% |
$123K - $133K
|
22.2K
$739K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.66K+ 1.47% |
$116K - $125K
|
252K
$8.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.39K+ 38.22% |
$107K - $115K
|
12.3K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.31K+ 2.5% |
$104K - $113K
|
136K
$4.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.8K+ 20.24% |
$88.4K - $95.4K
|
16.6K
$555K
|
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.79K+ 1.02% |
$88K - $94.9K
|
277K
$9.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.67K+ 29.4% |
$84.1K - $90.8K
|
11.7K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.66K+ 35.5% |
$83.9K - $90.5K
|
10.1K
$338K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.55K+ 510.8% |
$80.6K - $87K
|
3.05K
$102K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.43K+ 45.39% |
$76.8K - $82.8K
|
7.79K
$260K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.23K+ 2.0% |
$70.3K - $75.9K
|
114K
$3.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
2.11K+ 3.61% |
$66.4K - $71.7K
|
60.4K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2K+ 63.22% |
$63K - $68K
|
5.15K
$172K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.71K+ 12.24% |
$53.8K - $58.1K
|
15.6K
$521K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
1.34K+ 12.79% |
$42.1K - $45.5K
|
11.8K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 6.15% |
$42K - $45.3K
|
23K
$765K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 27.53% |
$41.9K - $45.3K
|
6.16K
$205K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.31K+ 5.71% |
$41.4K - $44.7K
|
24.3K
$810K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.29K+ 2.33% |
$40.7K - $43.9K
|
56.5K
$1.88M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.27K+ 7.2% |
$40.1K - $43.3K
|
18.9K
$631K
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.24K+ 0.2% |
$39K - $42.1K
|
621K
$20.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.21K+ 16.51% |
$38.1K - $41.1K
|
8.52K
$284K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.19K+ 2.26% |
$37.5K - $40.5K
|
53.9K
$1.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.17KNew |
$36.9K - $39.8K
|
1.17K
$39K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.14KNew |
$36K - $38.9K
|
1.14K
$38K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1.11K+ 7.24% |
$34.9K - $37.7K
|
16.4K
$546K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.07K+ 7.16% |
$33.8K - $36.4K
|
16K
$533K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
985+ 2.78% |
$31.1K - $33.5K
|
36.4K
$1.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
979+ 5.72% |
$30.9K - $33.3K
|
18.1K
$602K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
962+ 7.93% |
$30.4K - $32.8K
|
13.1K
$436K
|