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 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-485- 3.44% |
$15.3K - $16.5K
|
13.6K
$454K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-487- 22.94% |
$15.4K - $16.6K
|
1.64K
$54.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-506- 64.96% |
$16K - $17.2K
|
273
$9.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-521- 0.14% |
$16.4K - $17.7K
|
367K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-582Closed |
$18.4K - $19.8K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-592- 2.97% |
$18.7K - $20.2K
|
19.3K
$644K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-616- 9.58% |
$19.4K - $21K
|
5.81K
$194K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-626- 5.08% |
$19.8K - $21.3K
|
11.7K
$390K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-627- 7.84% |
$19.8K - $21.3K
|
7.37K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-706- 2.43% |
$22.3K - $24K
|
28.4K
$945K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-726- 7.42% |
$22.9K - $24.7K
|
9.06K
$302K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-750- 41.01% |
$23.7K - $25.5K
|
1.08K
$36K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-759Closed |
$23.9K - $25.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-770- 90.16% |
$24.3K - $26.2K
|
84
$2.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-881- 2.54% |
$27.8K - $30K
|
33.8K
$1.13M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-963- 87.31% |
$30.4K - $32.8K
|
140
$4.66K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-999- 6.22% |
$31.5K - $34K
|
15.1K
$502K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.03K- 11.22% |
$32.5K - $35.1K
|
8.15K
$272K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.16KClosed |
$36.5K - $39.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.19K- 13.56% |
$37.5K - $40.5K
|
7.58K
$253K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.2K- 6.41% |
$37.9K - $40.9K
|
17.5K
$584K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.38K- 30.75% |
$43.7K - $47.1K
|
3.12K
$104K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.41K- 18.25% |
$44.4K - $47.9K
|
6.3K
$210K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.44K- 19.33% |
$45.5K - $49.1K
|
6.02K
$200K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.46K- 3.31% |
$46.2K - $49.8K
|
42.7K
$1.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.47K- 82.6% |
$46.4K - $50.1K
|
310
$10.3K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.47K- 82.6% |
$46.4K - $50.1K
|
310
$10.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.55K- 8.76% |
$48.9K - $52.7K
|
16.1K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.57K- 2.9% |
$49.6K - $53.5K
|
52.6K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.6KClosed |
$50.5K - $54.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.71K- 13.89% |
$53.9K - $58.2K
|
10.6K
$353K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.77K- 1.26% |
$55.9K - $60.4K
|
140K
$4.65M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.79K- 35.52% |
$56.3K - $60.8K
|
3.24K
$108K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.95K- 15.28% |
$61.5K - $66.4K
|
10.8K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.19K- 0.43% |
$69.1K - $74.5K
|
512K
$17M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.24K- 9.43% |
$70.5K - $76.1K
|
21.5K
$715K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.48K- 26.51% |
$78.2K - $84.4K
|
6.87K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.51K- 35.97% |
$79.1K - $85.4K
|
4.47K
$149K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.84K- 4.77% |
$89.7K - $96.8K
|
56.8K
$1.89M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.98K- 4.0% |
$94K - $101K
|
71.5K
$2.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-3K- 21.08% |
$94.7K - $102K
|
11.2K
$374K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.02K- 8.56% |
$95.3K - $103K
|
32.3K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.04K- 2.89% |
$96K - $104K
|
102K
$3.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-3.29K- 10.72% |
$104K - $112K
|
27.4K
$913K
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.36K- 0.41% |
$106K - $114K
|
824K
$27.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 1.74% |
$110K - $118K
|
196K
$6.53M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.54K- 20.49% |
$112K - $120K
|
13.7K
$457K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.65K- 6.22% |
$115K - $124K
|
55.1K
$1.84M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.81K- 6.32% |
$120K - $130K
|
56.4K
$1.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.83K- 8.85% |
$121K - $130K
|
39.4K
$1.31M
|