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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.56K+ 19.64% |
$47.1K - $52.6K
|
9.49K
$316K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
1.56K+ 0.29% |
$47.1K - $52.6K
|
544K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.55KNew |
$46.8K - $52.3K
|
1.55K
$51.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.49KNew |
$45.1K - $50.4K
|
1.49K
$49.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 38.69% |
$44.6K - $49.9K
|
5.3K
$176K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.47KNew |
$44.3K - $49.5K
|
1.47K
$48.8K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
1.4K+ 1.64% |
$42.3K - $47.2K
|
86.8K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.36K+ 37.4% |
$41.1K - $45.9K
|
4.99K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.3K+ 6.45% |
$39.2K - $43.8K
|
21.4K
$712K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.29K+ 3.78% |
$39.1K - $43.6K
|
35.5K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23K+ 1667.57% |
$37.3K - $41.7K
|
1.31K
$43.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.18K+ 2.0% |
$35.7K - $39.9K
|
60.3K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 12.94% |
$34.9K - $39K
|
10.1K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.1KNew |
$33.4K - $37.3K
|
1.1K
$36.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
1.09K+ 2.07% |
$32.9K - $36.7K
|
53.7K
$1.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.08KNew |
$32.6K - $36.4K
|
1.08K
$35.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 9.29% |
$31.9K - $35.7K
|
12.4K
$414K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.01KNew |
$30.7K - $34.2K
|
1.01K
$33.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1KNew |
$30.2K - $33.8K
|
1K
$33.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
890New |
$26.9K - $30.1K
|
890
$29.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
880+ 1.14% |
$26.6K - $29.7K
|
78.2K
$2.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
799+ 1.51% |
$24.2K - $27K
|
53.6K
$1.79M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
762New |
$23K - $25.7K
|
762
$25.4K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
726New |
$21.9K - $24.5K
|
726
$24.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
725New |
$21.9K - $24.5K
|
725
$24.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
713+ 2.98% |
$21.6K - $24.1K
|
24.6K
$820K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
627+ 277.43% |
$19K - $21.2K
|
853
$28.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
604+ 12.32% |
$18.3K - $20.4K
|
5.51K
$183K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
479New |
$14.5K - $16.2K
|
479
$16K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
466+ 19.93% |
$14.1K - $15.7K
|
2.8K
$93.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
440+ 0.47% |
$13.3K - $14.9K
|
94.6K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
434+ 4.71% |
$13.1K - $14.7K
|
9.64K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
417+ 4.45% |
$12.6K - $14.1K
|
9.78K
$326K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
369+ 0.12% |
$11.2K - $12.5K
|
299K
$9.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
356New |
$10.8K - $12K
|
356
$11.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
339+ 0.43% |
$10.2K - $11.4K
|
79.9K
$2.66M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
296+ 4.32% |
$8.95K - $10K
|
7.15K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
283New |
$8.56K - $9.56K
|
283
$9.43K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
276New |
$8.34K - $9.32K
|
276
$9.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
274+ 0.18% |
$8.28K - $9.25K
|
151K
$5.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
271+ 1.96% |
$8.19K - $9.15K
|
14.1K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
271+ 2.44% |
$8.19K - $9.15K
|
11.4K
$378K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
261+ 0.27% |
$7.89K - $8.81K
|
98.3K
$3.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
246New |
$7.44K - $8.31K
|
246
$8.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
242+ 2.37% |
$7.32K - $8.17K
|
10.4K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
198+ 95.65% |
$5.99K - $6.69K
|
405
$13.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
198+ 2.1% |
$5.99K - $6.69K
|
9.62K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
195New |
$5.89K - $6.59K
|
195
$6.5K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
195New |
$5.89K - $6.59K
|
195
$6.5K
|