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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
957+ 12.09% |
$30.2K - $32.6K
|
8.87K
$296K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
901New |
$28.4K - $30.7K
|
901
$30K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
901+ 6.97% |
$28.4K - $30.7K
|
13.8K
$461K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
853+ 1.86% |
$26.9K - $29K
|
46.8K
$1.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
833+ 7.2% |
$26.3K - $28.4K
|
12.4K
$413K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
807+ 10.11% |
$25.5K - $27.5K
|
8.79K
$293K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
758+ 128.04% |
$23.9K - $25.8K
|
1.35K
$45K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
749+ 5.0% |
$23.6K - $25.5K
|
15.7K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
726+ 407.87% |
$22.9K - $24.7K
|
904
$30.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
725+ 2.83% |
$22.9K - $24.7K
|
26.3K
$877K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
721+ 3.16% |
$22.7K - $24.6K
|
23.5K
$784K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
655+ 0.76% |
$20.7K - $22.3K
|
86.6K
$2.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
625+ 7.57% |
$19.7K - $21.3K
|
8.88K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
620+ 0.11% |
$19.6K - $21.1K
|
553K
$18.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
599+ 295.07% |
$18.9K - $20.4K
|
802
$26.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
589+ 1.02% |
$18.6K - $20.1K
|
58.3K
$1.94M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
534New |
$16.8K - $18.2K
|
534
$17.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
499New |
$15.7K - $17K
|
499
$16.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
495+ 3.74% |
$15.6K - $16.9K
|
13.7K
$457K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
484+ 2.13% |
$15.3K - $16.5K
|
23.2K
$775K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
439New |
$13.9K - $14.9K
|
439
$14.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
404New |
$12.7K - $13.8K
|
404
$13.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
401New |
$12.7K - $13.7K
|
401
$13.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
400+ 1.6% |
$12.6K - $13.6K
|
25.4K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
376+ 7.04% |
$11.9K - $12.8K
|
5.71K
$190K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
295+ 2.48% |
$9.31K - $10K
|
12.2K
$406K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
286+ 635.56% |
$9.02K - $9.74K
|
331
$11K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
266+ 4.04% |
$8.39K - $9.06K
|
6.84K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
257+ 2.42% |
$8.11K - $8.75K
|
10.9K
$363K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
250+ 3.19% |
$7.89K - $8.51K
|
8.08K
$269K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
249New |
$7.86K - $8.48K
|
249
$8.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
239+ 7.97% |
$7.54K - $8.14K
|
3.24K
$108K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
229+ 2.87% |
$7.22K - $7.8K
|
8.22K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
225+ 1.35% |
$7.1K - $7.66K
|
17K
$565K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
213New |
$6.72K - $7.25K
|
213
$7.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$6.31K - $6.81K
|
200
$6.66K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
200New |
$6.31K - $6.81K
|
200
$6.66K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
195+ 557.14% |
$6.15K - $6.64K
|
230
$7.66K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
193New |
$6.09K - $6.57K
|
193
$6.43K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
180+ 0.78% |
$5.68K - $6.13K
|
23.4K
$778K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
178+ 0.74% |
$5.62K - $6.06K
|
24.4K
$812K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
172+ 4.72% |
$5.43K - $5.86K
|
3.82K
$127K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
160New |
$5.05K - $5.45K
|
160
$5.33K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
152+ 68.78% |
$4.8K - $5.18K
|
373
$12.4K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
140New |
$4.42K - $4.77K
|
140
$4.66K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
137+ 125.69% |
$4.32K - $4.66K
|
246
$8.2K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
123New |
$3.88K - $4.19K
|
123
$4.1K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
108New |
$3.41K - $3.68K
|
108
$3.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
103New |
$3.25K - $3.51K
|
103
$3.43K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
103+ 643.75% |
$3.25K - $3.51K
|
119
$3.97K
|