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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
431+ 6.98% |
$10.9K - $13.1K
|
6.61K
$220K
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
371+ 1.49% |
$9.35K - $11.3K
|
25.3K
$842K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
367+ 3.12% |
$9.25K - $11.1K
|
12.1K
$404K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
330New |
$8.32K - $10K
|
330
$11K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
301New |
$7.59K - $9.14K
|
301
$10K
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
301+ 0.56% |
$7.59K - $9.14K
|
54.4K
$1.81M
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
291+ 187.74% |
$7.33K - $8.83K
|
446
$14.9K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
291New |
$7.33K - $8.83K
|
291
$9.7K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
280+ 459.02% |
$7.06K - $8.5K
|
341
$11.4K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
273+ 27.83% |
$6.88K - $8.29K
|
1.25K
$41.8K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
259New |
$6.53K - $7.86K
|
259
$8.63K
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
233+ 0.82% |
$5.87K - $7.07K
|
28.6K
$953K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
222+ 0.67% |
$5.59K - $6.74K
|
33.5K
$1.12M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
214New |
$5.39K - $6.49K
|
214
$7.13K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
200New |
$5.04K - $6.07K
|
200
$6.66K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
175New |
$4.41K - $5.31K
|
175
$5.83K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
173+ 1.66% |
$4.36K - $5.25K
|
10.6K
$353K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
169+ 2.49% |
$4.26K - $5.13K
|
6.95K
$231K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
164+ 100.0% |
$4.13K - $4.98K
|
328
$10.9K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
131New |
$3.3K - $3.98K
|
131
$4.36K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
118+ 0.09% |
$2.97K - $3.58K
|
134K
$4.46M
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
117+ 1.3% |
$2.95K - $3.55K
|
9.12K
$304K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
113New |
$2.85K - $3.43K
|
113
$3.77K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
110New |
$2.77K - $3.34K
|
110
$3.67K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
108New |
$2.72K - $3.28K
|
108
$3.6K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
106New |
$2.67K - $3.22K
|
106
$3.53K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
81New |
$2.04K - $2.46K
|
81
$2.7K
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
74+ 0.84% |
$1.86K - $2.25K
|
8.91K
$297K
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
66+ 0.8% |
$1.66K - $2K
|
8.29K
$276K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65+ 1.35% |
$1.64K - $1.97K
|
4.87K
$162K
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
58+ 0.28% |
$1.46K - $1.76K
|
20.9K
$697K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
39+ 0.15% |
$983 - $1.18K
|
25.5K
$850K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36+ 327.27% |
$907 - $1.09K
|
47
$1.57K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29+ 2.11% |
$731 - $880
|
1.4K
$46.7K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20+ 45.45% |
$504 - $607
|
64
$2.13K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.16% |
$403 - $486
|
10.3K
$344K
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
15+ 0.07% |
$378 - $455
|
22.7K
$758K
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14+ 0.03% |
$353 - $425
|
51K
$1.7M
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
14+ 0.11% |
$353 - $425
|
12.8K
$428K
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$176 - $212
|
10.3K
$343K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7New |
$176 - $212
|
7
$233
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4New |
$101 - $121
|
4
$133
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 1.96% |
$75.6 - $91.1
|
156
$5.2K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.09% |
$25.2 - $30.4
|
1.08K
$35.8K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 3.13% |
$25.2 - $30.4
|
33
$1.1K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1+ 0.0% |
$25.2 - $30.4
|
5.79M
$193M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1New |
$25.2 - $30.4
|
1
$33.3
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.01% |
$50.4 - $60.7
|
25.7K
$855K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2- 0.32% |
$50.4 - $60.7
|
614
$20.5K
|