Purchases and Sales Made in Q4 2023 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 2023. 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, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7MNew |
$322M - $360M
|
10.7M
$355M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.16M+ 0.9% |
$35.1M - $39.2M
|
131M
$4.36B
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04M+ 7.83% |
$31.4M - $35.1M
|
14.3M
$478M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
749K+ 589.8% |
$22.6M - $25.3M
|
876K
$29.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
482KNew |
$14.6M - $16.3M
|
482K
$16.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
390K+ 4.16% |
$11.8M - $13.2M
|
9.76M
$325M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
369K+ 10.2% |
$11.2M - $12.5M
|
3.99M
$133M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
343K+ 511.55% |
$10.4M - $11.6M
|
410K
$13.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
292KNew |
$8.82M - $9.85M
|
292K
$9.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
281KNew |
$8.5M - $9.49M
|
281K
$9.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
281KNew |
$8.5M - $9.49M
|
281K
$9.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
269K+ 4.96% |
$8.14M - $9.1M
|
5.7M
$190M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
218K+ 1764.23% |
$6.6M - $7.37M
|
231K
$7.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
200KNew |
$6.05M - $6.76M
|
200K
$6.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200KNew |
$6.04M - $6.75M
|
200K
$6.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
191K+ 2.99% |
$5.77M - $6.45M
|
6.57M
$219M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
176K+ 261.53% |
$5.31M - $5.93M
|
243K
$8.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
170K+ 95.39% |
$5.13M - $5.73M
|
347K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
162K+ 22.2% |
$4.89M - $5.46M
|
890K
$29.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
152KNew |
$4.6M - $5.14M
|
152K
$5.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
144K+ 21.41% |
$4.34M - $4.85M
|
814K
$27.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
139K+ 84.86% |
$4.22M - $4.71M
|
304K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
134KNew |
$4.04M - $4.51M
|
134K
$4.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
132K+ 8.43% |
$3.99M - $4.46M
|
1.7M
$56.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
128K+ 45.33% |
$3.86M - $4.31M
|
409K
$13.6M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
127K+ 47.57% |
$3.84M - $4.29M
|
394K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
125K+ 9.76% |
$3.76M - $4.21M
|
1.4M
$46.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
118K+ 19.11% |
$3.58M - $4M
|
738K
$24.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
118KNew |
$3.58M - $4M
|
118K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 30.63% |
$3.54M - $3.96M
|
499K
$16.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
116K+ 5.4% |
$3.52M - $3.93M
|
2.27M
$75.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
114K+ 96.71% |
$3.46M - $3.86M
|
233K
$7.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
104KNew |
$3.14M - $3.51M
|
104K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
96.3KNew |
$2.91M - $3.25M
|
96.3K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
94.6KNew |
$2.86M - $3.19M
|
94.6K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
94.3K+ 21.86% |
$2.85M - $3.18M
|
526K
$17.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88.8K+ 2.21% |
$2.68M - $3M
|
4.1M
$137M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
85.3K+ 11.45% |
$2.58M - $2.88M
|
830K
$27.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
84.2K+ 2.36% |
$2.54M - $2.84M
|
3.65M
$122M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
81.9K+ 6.9% |
$2.48M - $2.77M
|
1.27M
$42.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
78.3K+ 25.1% |
$2.37M - $2.64M
|
390K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
59.9K+ 13.35% |
$1.81M - $2.02M
|
509K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.3K+ 519.28% |
$1.76M - $1.97M
|
69.5K
$2.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
58K+ 9.27% |
$1.75M - $1.96M
|
683K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.9K+ 10.0% |
$1.72M - $1.92M
|
626K
$20.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
56.9K+ 1.62% |
$1.72M - $1.92M
|
3.57M
$119M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
54.4K+ 15.6% |
$1.64M - $1.84M
|
403K
$13.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
53.7KNew |
$1.62M - $1.81M
|
53.7K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
50.7K+ 31.58% |
$1.53M - $1.71M
|
211K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
50.3K+ 9.19% |
$1.52M - $1.7M
|
597K
$19.9M
|