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 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-2.35K- 20.07% |
$59.2K - $71.3K
|
9.36K
$312K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-2.48K- 19.44% |
$62.4K - $75.1K
|
10.3K
$342K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.72K- 14.07% |
$68.6K - $82.6K
|
16.6K
$554K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.95K- 4.83% |
$74.3K - $89.5K
|
58.1K
$1.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.6K- 16.2% |
$90.7K - $109K
|
18.6K
$620K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.86K- 4.95% |
$97.3K - $117K
|
74.2K
$2.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.91K- 25.86% |
$98.5K - $119K
|
11.2K
$373K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-4.2K- 11.12% |
$106K - $128K
|
33.6K
$1.12M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.31K- 42.4% |
$109K - $131K
|
5.86K
$195K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4.63K- 1.63% |
$117K - $141K
|
279K
$9.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.73K- 6.31% |
$119K - $143K
|
70.2K
$2.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.08K- 9.09% |
$128K - $154K
|
50.8K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.13K- 15.08% |
$129K - $156K
|
28.9K
$962K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.14K- 6.88% |
$129K - $156K
|
69.5K
$2.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.47K- 16.13% |
$138K - $166K
|
28.4K
$947K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.48K- 25.97% |
$138K - $166K
|
15.6K
$521K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5.62K- 1.97% |
$142K - $171K
|
280K
$9.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5.64K- 16.72% |
$142K - $171K
|
28.1K
$937K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.69K- 16.33% |
$143K - $173K
|
29.1K
$971K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.95K- 2.41% |
$150K - $181K
|
241K
$8.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.24K- 1.64% |
$157K - $189K
|
375K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6.53K- 6.55% |
$165K - $198K
|
93.1K
$3.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.85K- 18.29% |
$173K - $208K
|
30.6K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.07K- 22.39% |
$178K - $215K
|
24.5K
$817K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-7.47K- 7.82% |
$188K - $227K
|
88K
$2.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-7.56K- 5.15% |
$191K - $229K
|
139K
$4.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.66K- 7.16% |
$193K - $232K
|
99.3K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7.7K- 25.61% |
$194K - $234K
|
22.4K
$746K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.06K- 3.51% |
$228K - $275K
|
249K
$8.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.61K- 49.05% |
$242K - $292K
|
9.98K
$333K
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-10.4K- 1.42% |
$261K - $314K
|
719K
$24M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-10.7K- 9.03% |
$269K - $324K
|
108K
$3.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10.8K- 20.06% |
$273K - $328K
|
43.1K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-11.8K- 91.5% |
$299K - $360K
|
1.1K
$36.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-12K- 8.86% |
$302K - $363K
|
123K
$4.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-12.3K- 2.09% |
$309K - $372K
|
575K
$19.2M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.8K- 12.99% |
$324K - $390K
|
86.1K
$2.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-13.1K- 2.88% |
$330K - $398K
|
442K
$14.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-15K- 29.61% |
$379K - $456K
|
35.7K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-15.1K- 2.79% |
$382K - $460K
|
528K
$17.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-17.9K- 29.54% |
$452K - $544K
|
42.8K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-19.3K- 1.03% |
$486K - $585K
|
1.86M
$62M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.4K- 60.17% |
$514K - $619K
|
13.5K
$450K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-20.4K- 71.54% |
$515K - $620K
|
8.13K
$271K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-23.9K- 6.5% |
$602K - $725K
|
344K
$11.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24.6K- 79.24% |
$619K - $746K
|
6.44K
$214K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-24.6K- 16.78% |
$621K - $748K
|
122K
$4.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.4K- 4.8% |
$843K - $1.01M
|
663K
$22.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-37.5K- 20.07% |
$944K - $1.14M
|
149K
$4.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 84.69% |
$1.01M - $1.22M
|
7.25K
$242K
|