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 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
48.4K+ 18.74% |
$1.46M - $1.63M
|
307K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
43.8KNew |
$1.32M - $1.48M
|
43.8K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
43.7K+ 143.36% |
$1.32M - $1.48M
|
74.2K
$2.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
42.3KNew |
$1.28M - $1.43M
|
42.3K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
42.3KNew |
$1.28M - $1.43M
|
42.3K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42K+ 4.1% |
$1.27M - $1.42M
|
1.07M
$35.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
41KNew |
$1.24M - $1.39M
|
41K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
40.1KNew |
$1.21M - $1.36M
|
40.1K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39KNew |
$1.18M - $1.32M
|
39K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
38.4K+ 17.14% |
$1.16M - $1.3M
|
262K
$8.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
36.4K+ 1.9% |
$1.1M - $1.23M
|
1.95M
$65M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
36.1KNew |
$1.09M - $1.22M
|
36.1K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
35.6KNew |
$1.08M - $1.2M
|
35.6K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
33.6KNew |
$1.01M - $1.13M
|
33.6K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
32K+ 4.88% |
$967K - $1.08M
|
687K
$22.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
31K+ 9.8% |
$938K - $1.05M
|
348K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
29.4KNew |
$888K - $991K
|
29.4K
$978K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
29.1K+ 144.68% |
$879K - $982K
|
49.2K
$1.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
28.8K+ 3.7% |
$870K - $972K
|
807K
$26.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.9K+ 72.48% |
$842K - $941K
|
66.3K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.3K+ 105.9% |
$796K - $889K
|
51.2K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.3KNew |
$794K - $887K
|
26.3K
$875K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25.6K+ 1.36% |
$774K - $864K
|
1.91M
$63.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
25.4K+ 7.79% |
$768K - $858K
|
352K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24.9K+ 7.21% |
$754K - $842K
|
371K
$12.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
24.3K+ 22.09% |
$734K - $820K
|
134K
$4.47M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
24.2KNew |
$731K - $817K
|
24.2K
$806K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
23.9K+ 82.99% |
$722K - $806K
|
52.6K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.4KNew |
$707K - $790K
|
23.4K
$780K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
23.4K+ 2.97% |
$707K - $790K
|
811K
$27M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$651K - $727K
|
21.5K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
20.8KNew |
$630K - $704K
|
20.8K
$695K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.8KNew |
$628K - $701K
|
20.8K
$692K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
20.6KNew |
$622K - $695K
|
20.6K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20K+ 57.09% |
$605K - $676K
|
55.1K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19.2K+ 8.92% |
$579K - $647K
|
234K
$7.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.2K+ 63.85% |
$550K - $614K
|
46.7K
$1.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.8K+ 5.33% |
$538K - $601K
|
351K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17.1K+ 1.9% |
$516K - $576K
|
918K
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.8KNew |
$508K - $567K
|
16.8K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.7K+ 48.68% |
$506K - $565K
|
51.1K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.4KNew |
$497K - $555K
|
16.4K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.1K+ 16.34% |
$456K - $510K
|
107K
$3.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.9K+ 2.29% |
$451K - $504K
|
668K
$22.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
14.8K+ 2.83% |
$448K - $500K
|
537K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4K+ 23.72% |
$436K - $487K
|
75.2K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
14.1KNew |
$426K - $476K
|
14.1K
$469K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
13.8K+ 1.29% |
$419K - $468K
|
1.09M
$36.2M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13.7KNew |
$413K - $461K
|
13.7K
$455K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.2K+ 5.35% |
$400K - $446K
|
260K
$8.67M
|