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
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.84KNew |
$71.5K - $86.1K
|
2.84K
$94.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.71K+ 15.0% |
$68.4K - $82.3K
|
20.8K
$693K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.65K+ 5.47% |
$66.7K - $80.3K
|
51K
$1.7M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.64K+ 49.65% |
$66.6K - $80.2K
|
7.97K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.58KNew |
$65.1K - $78.4K
|
2.58K
$86.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.27KNew |
$57.2K - $68.8K
|
2.27K
$75.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 25.86% |
$55.3K - $66.6K
|
10.7K
$356K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1.98K+ 61.14% |
$50K - $60.2K
|
5.23K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.96K+ 9.54% |
$49.5K - $59.6K
|
22.5K
$751K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.96K+ 8.99% |
$49.3K - $59.4K
|
23.7K
$791K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.93KNew |
$48.5K - $58.5K
|
1.93K
$64.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 41.65% |
$47.6K - $57.3K
|
6.42K
$214K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 10.56% |
$45K - $54.2K
|
18.7K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.75K+ 65.75% |
$44K - $53K
|
4.4K
$147K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.68KNew |
$42.4K - $51K
|
1.68K
$56K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.67K+ 594.31% |
$42.1K - $50.7K
|
1.95K
$65K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.63K+ 13.7% |
$41.2K - $49.6K
|
13.6K
$452K
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 0.28% |
$37.7K - $45.4K
|
545K
$18.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4KNew |
$35.3K - $42.5K
|
1.4K
$46.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.38K+ 15.41% |
$34.7K - $41.8K
|
10.3K
$344K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.36K+ 1.19% |
$34.4K - $41.4K
|
116K
$3.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.36K+ 7.89% |
$34.3K - $41.4K
|
18.6K
$621K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
1.34K+ 2.79% |
$33.8K - $40.8K
|
49.5K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.32KNew |
$33.2K - $39.9K
|
1.32K
$43.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$32.8K - $39.5K
|
1.3K
$43.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.3K+ 10.87% |
$32.8K - $39.5K
|
13.3K
$442K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.16K+ 8.99% |
$29.2K - $35.1K
|
14K
$467K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.11KNew |
$28.1K - $33.8K
|
1.11K
$37.1K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$28.1K - $33.8K
|
1.11K
$37.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.11KNew |
$28.1K - $33.8K
|
1.11K
$37.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
984New |
$24.8K - $29.9K
|
984
$32.8K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
982+ 1.83% |
$24.7K - $29.8K
|
54.7K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
959+ 5.28% |
$24.2K - $29.1K
|
19.1K
$637K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
862New |
$21.7K - $26.2K
|
862
$28.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
854+ 5.71% |
$21.5K - $25.9K
|
15.8K
$527K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
841+ 36.9% |
$21.2K - $25.5K
|
3.12K
$104K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
791New |
$19.9K - $24K
|
791
$26.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
790+ 3.81% |
$19.9K - $24K
|
21.5K
$717K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
762+ 1073.24% |
$19.2K - $23.1K
|
833
$27.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
745+ 4.16% |
$18.8K - $22.6K
|
18.6K
$621K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
710+ 1.81% |
$17.9K - $21.5K
|
39.9K
$1.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
640+ 0.36% |
$16.1K - $19.4K
|
178K
$5.94M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
625+ 5.6% |
$15.8K - $19K
|
11.8K
$393K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
603+ 1.39% |
$15.2K - $18.3K
|
43.8K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
601+ 4.65% |
$15.1K - $18.2K
|
13.5K
$451K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
569+ 4.09% |
$14.3K - $17.3K
|
14.5K
$483K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
557+ 13.04% |
$14K - $16.9K
|
4.83K
$161K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
525+ 6.55% |
$13.2K - $15.9K
|
8.54K
$285K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
521+ 13.92% |
$13.1K - $15.8K
|
4.27K
$142K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
470+ 4.7% |
$11.8K - $14.3K
|
10.5K
$349K
|