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 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
175+ 1.78% |
$5.29K - $5.91K
|
10K
$333K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
172+ 1.31% |
$5.2K - $5.81K
|
13.3K
$442K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
171+ 1.39% |
$5.17K - $5.77K
|
12.5K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
169+ 86.67% |
$5.11K - $5.71K
|
364
$12.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
165New |
$4.99K - $5.57K
|
165
$5.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
142New |
$4.29K - $4.8K
|
142
$4.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
138+ 2.18% |
$4.17K - $4.66K
|
6.47K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
132New |
$3.99K - $4.46K
|
132
$4.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
130New |
$3.93K - $4.39K
|
130
$4.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
123+ 1.82% |
$3.72K - $4.15K
|
6.87K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
110+ 0.44% |
$3.33K - $3.71K
|
25.1K
$837K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
102+ 1.67% |
$3.08K - $3.44K
|
6.2K
$207K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
100+ 1.03% |
$3.02K - $3.38K
|
9.86K
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
81+ 0.2% |
$2.45K - $2.74K
|
40K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
73+ 1.62% |
$2.21K - $2.47K
|
4.59K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
72+ 122.03% |
$2.18K - $2.43K
|
131
$4.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
59+ 0.44% |
$1.78K - $1.99K
|
13.4K
$448K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
57New |
$1.72K - $1.92K
|
57
$1.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
40New |
$1.21K - $1.35K
|
40
$1.33K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
34+ 2.39% |
$1.03K - $1.15K
|
1.45K
$48.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22+ 14.67% |
$665 - $743
|
172
$5.73K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
20+ 0.76% |
$605 - $675
|
2.64K
$88K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20New |
$605 - $675
|
20
$666
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.18% |
$574 - $642
|
10.4K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17+ 0.03% |
$514 - $574
|
50.8K
$1.69M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$302 - $338
|
10
$333
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 0.1% |
$272 - $304
|
8.93K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9+ 0.14% |
$272 - $304
|
6.43K
$214K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9+ 0.07% |
$272 - $304
|
12.4K
$413K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6+ 0.41% |
$181 - $203
|
1.46K
$48.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 1.8% |
$181 - $203
|
340
$11.3K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6+ 0.02% |
$181 - $203
|
28.5K
$949K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 1.74% |
$90.7 - $101
|
175
$5.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.19% |
$60.5 - $67.5
|
1.08K
$35.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.05% |
$60.5 - $67.5
|
4.29K
$143K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.74% |
$60.5 - $67.5
|
117
$3.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.19% |
$30.2 - $33.8
|
515
$17.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.0% |
$30.2 - $33.8
|
23.2K
$772K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.01% |
$30.2 - $33.8
|
8.54K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1- 33.33% |
$30.2 - $33.8
|
2
$66.6
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 5.66% |
$90.7 - $101
|
50
$1.67K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-14- 0.05% |
$423 - $473
|
25.5K
$848K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-26- 0.27% |
$786 - $878
|
9.57K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-30- 0.08% |
$907 - $1.01K
|
36.2K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-36- 0.03% |
$1.09K - $1.22K
|
117K
$3.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-41- 0.48% |
$1.24K - $1.38K
|
8.57K
$285K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-46- 7.74% |
$1.39K - $1.55K
|
548
$18.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-50- 26.46% |
$1.51K - $1.69K
|
139
$4.63K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-60- 0.41% |
$1.81K - $2.03K
|
14.6K
$487K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-64- 0.55% |
$1.93K - $2.16K
|
11.6K
$387K
|