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 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.9K+ 127.48% |
$1.38M - $1.67M
|
98K
$3.26M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.8KNew |
$1.38M - $1.66M
|
54.8K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.9K+ 118.83% |
$1.33M - $1.6M
|
97.3K
$3.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
52.8K+ 29.53% |
$1.33M - $1.6M
|
232K
$7.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
52.4KNew |
$1.32M - $1.59M
|
52.4K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
51.5K+ 18.05% |
$1.3M - $1.56M
|
336K
$11.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51.1K+ 25.91% |
$1.29M - $1.55M
|
248K
$8.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
49.8KNew |
$1.26M - $1.51M
|
49.8K
$1.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
49.1K+ 47.76% |
$1.24M - $1.49M
|
152K
$5.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49KNew |
$1.24M - $1.49M
|
49K
$1.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
47.7K+ 20.84% |
$1.2M - $1.45M
|
277K
$9.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
44.3K+ 12.82% |
$1.12M - $1.34M
|
390K
$13M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
44.1K+ 93.3% |
$1.11M - $1.34M
|
91.4K
$3.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
43.5KNew |
$1.1M - $1.32M
|
43.5K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.9K+ 14.99% |
$1.03M - $1.24M
|
314K
$10.5M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
39.7KNew |
$1M - $1.21M
|
39.7K
$1.32M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
34.2KNew |
$861K - $1.04M
|
34.2K
$1.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
33.9K+ 21.98% |
$854K - $1.03M
|
188K
$6.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33.7K+ 98.59% |
$849K - $1.02M
|
67.9K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
33.1KNew |
$833K - $1M
|
33.1K
$1.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
31K+ 6.23% |
$781K - $941K
|
528K
$17.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.8K+ 214.36% |
$777K - $935K
|
45.2K
$1.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
30.6KNew |
$771K - $928K
|
30.6K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 9.39% |
$751K - $905K
|
347K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
28.5K+ 4.69% |
$717K - $864K
|
635K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
27K+ 24.35% |
$681K - $821K
|
138K
$4.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
26.8K+ 5.4% |
$674K - $812K
|
522K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
26.2K+ 16.73% |
$659K - $794K
|
183K
$6.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
25.7KNew |
$649K - $781K
|
25.7K
$857K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25K+ 97.48% |
$631K - $760K
|
50.7K
$1.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
24K+ 60.13% |
$605K - $729K
|
63.9K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24KNew |
$604K - $727K
|
24K
$799K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.7K+ 5.5% |
$598K - $720K
|
455K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.7K+ 2882.58% |
$596K - $718K
|
24.5K
$816K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
23.7K+ 24.07% |
$596K - $718K
|
122K
$4.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.6K+ 4.24% |
$595K - $717K
|
580K
$19.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
19.7K+ 218.53% |
$496K - $597K
|
28.7K
$955K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.6KNew |
$494K - $595K
|
19.6K
$653K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$485K - $584K
|
19.2K
$641K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9K+ 187.02% |
$451K - $543K
|
27.5K
$915K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
17.6KNew |
$443K - $533K
|
17.6K
$586K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
16.4K+ 9.6% |
$412K - $496K
|
187K
$6.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
16KNew |
$402K - $485K
|
16K
$532K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
15.5K+ 10.19% |
$390K - $470K
|
167K
$5.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.5K+ 77.55% |
$390K - $469K
|
35.4K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15.1K+ 9.53% |
$380K - $458K
|
173K
$5.78M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
14.5KNew |
$365K - $439K
|
14.5K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
14.2KNew |
$357K - $430K
|
14.2K
$472K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13.4K+ 13.59% |
$337K - $406K
|
112K
$3.73M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
13KNew |
$327K - $393K
|
13K
$432K
|