Purchases and Sales Made in Q4 2022 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 2022. 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, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
8.35MNew |
$210M - $254M
|
8.35M
$279M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
6.39MNew |
$161M - $194M
|
6.39M
$213M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.48MNew |
$87.6M - $105M
|
3.48M
$116M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.59M+ 1.23% |
$40M - $48.2M
|
131M
$4.37B
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
1.02M+ 18998.01% |
$25.7M - $30.9M
|
1.02M
$34.2M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
976KNew |
$24.6M - $29.6M
|
976K
$32.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
748KNew |
$18.8M - $22.7M
|
748K
$24.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
537KNew |
$13.5M - $16.3M
|
537K
$17.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
BUY
|
- |
520K+ 629.59% |
$13.1M - $15.8M
|
603K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
482KNew |
$12.1M - $14.6M
|
482K
$16.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
394K+ 9.14% |
$9.94M - $12M
|
4.71M
$157M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
373K+ 25.36% |
$9.4M - $11.3M
|
1.84M
$61.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
368K+ 316.28% |
$9.27M - $11.2M
|
484K
$16.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
328KNew |
$8.27M - $9.95M
|
328K
$10.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
326KNew |
$8.21M - $9.89M
|
326K
$10.9M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
291K+ 251.59% |
$7.32M - $8.82M
|
406K
$13.5M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
271K+ 216.6% |
$6.83M - $8.22M
|
396K
$13.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
261K+ 54.46% |
$6.59M - $7.93M
|
741K
$24.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
261K+ 7.65% |
$6.57M - $7.92M
|
3.67M
$122M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
261KNew |
$6.57M - $7.91M
|
261K
$8.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
246KNew |
$6.2M - $7.46M
|
246K
$8.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
236K+ 36.63% |
$5.95M - $7.16M
|
880K
$29.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
228KNew |
$5.74M - $6.92M
|
228K
$7.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
213K+ 35.08% |
$5.37M - $6.47M
|
821K
$27.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
204K+ 62.24% |
$5.15M - $6.21M
|
533K
$17.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
175KNew |
$4.4M - $5.3M
|
175K
$5.82M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
174K+ 186.45% |
$4.38M - $5.28M
|
267K
$8.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
167KNew |
$4.2M - $5.06M
|
167K
$5.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
161K+ 52.25% |
$4.05M - $4.88M
|
469K
$15.6M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
153KNew |
$3.86M - $4.65M
|
153K
$5.11M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
130K+ 161.48% |
$3.28M - $3.95M
|
211K
$7.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
123K+ 5.31% |
$3.1M - $3.74M
|
2.44M
$81.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
113KNew |
$2.86M - $3.44M
|
113K
$3.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
112K+ 261.85% |
$2.82M - $3.4M
|
155K
$5.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
109K+ 13.09% |
$2.76M - $3.32M
|
945K
$31.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
103K+ 22.51% |
$2.6M - $3.13M
|
561K
$18.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
92.4K+ 35.98% |
$2.33M - $2.81M
|
349K
$11.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
92.3K+ 54.64% |
$2.33M - $2.8M
|
261K
$8.71M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
91.5KNew |
$2.31M - $2.78M
|
91.5K
$3.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
86.6K+ 32.11% |
$2.18M - $2.63M
|
356K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
85.6K+ 499.78% |
$2.16M - $2.6M
|
103K
$3.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
85.1KNew |
$2.14M - $2.58M
|
85.1K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
80KNew |
$2.02M - $2.43M
|
80K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
79KNew |
$1.99M - $2.4M
|
79K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
76.3K+ 6.08% |
$1.92M - $2.32M
|
1.33M
$44.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.9K+ 72.82% |
$1.71M - $2.06M
|
161K
$5.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
66K+ 91.02% |
$1.66M - $2M
|
138K
$4.62M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
64K+ 11.6% |
$1.61M - $1.94M
|
616K
$20.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.7K+ 12.07% |
$1.48M - $1.78M
|
545K
$18.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
58.1K+ 36.57% |
$1.46M - $1.76M
|
217K
$7.23M
|