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 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-65- 0.83% |
$1.96K - $2.2K
|
7.74K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-74- 0.29% |
$2.24K - $2.5K
|
25.8K
$858K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79- 0.47% |
$2.39K - $2.67K
|
16.6K
$553K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-94- 0.51% |
$2.84K - $3.17K
|
18.3K
$611K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-122- 3.04% |
$3.69K - $4.12K
|
3.89K
$129K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-127- 0.51% |
$3.84K - $4.29K
|
24.7K
$824K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-135- 50.75% |
$4.08K - $4.56K
|
131
$4.36K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-141- 1.54% |
$4.26K - $4.76K
|
9.03K
$301K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-155- 0.1% |
$4.69K - $5.23K
|
149K
$4.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-156- 14.12% |
$4.72K - $5.27K
|
949
$31.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-164- 3.75% |
$4.96K - $5.54K
|
4.21K
$140K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-165- 0.85% |
$4.99K - $5.57K
|
19.2K
$639K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-198- 2.39% |
$5.99K - $6.69K
|
8.08K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-204- 99.51% |
$6.17K - $6.89K
|
1
$33.3
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-299- 0.48% |
$9.04K - $10.1K
|
61.8K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-311- 4.91% |
$9.4K - $10.5K
|
6.02K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-321Closed |
$9.7K - $10.8K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-339- 2.22% |
$10.2K - $11.4K
|
14.9K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-340- 2.45% |
$10.3K - $11.5K
|
13.5K
$451K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-369- 1.69% |
$11.2K - $12.5K
|
21.5K
$716K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-455- 1.29% |
$13.8K - $15.4K
|
34.7K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-463- 3.58% |
$14K - $15.6K
|
12.5K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-504- 3.92% |
$15.2K - $17K
|
12.3K
$411K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-507- 7.58% |
$15.3K - $17.1K
|
6.18K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-559- 3.41% |
$16.9K - $18.9K
|
15.9K
$528K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-571- 0.09% |
$17.3K - $19.3K
|
665K
$22.2M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-573- 7.38% |
$17.3K - $19.4K
|
7.19K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-584- 7.11% |
$17.7K - $19.7K
|
7.63K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-588- 24.09% |
$17.8K - $19.9K
|
1.85K
$61.7K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-602- 8.59% |
$18.2K - $20.3K
|
6.41K
$214K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-604- 7.26% |
$18.3K - $20.4K
|
7.72K
$257K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-654- 19.45% |
$19.8K - $22.1K
|
2.71K
$90.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-685- 6.27% |
$20.7K - $23.1K
|
10.2K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-750- 6.19% |
$22.7K - $25.3K
|
11.4K
$379K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-765- 72.17% |
$23.1K - $25.8K
|
295
$9.83K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-786- 0.3% |
$23.8K - $26.5K
|
265K
$8.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-845- 0.78% |
$25.5K - $28.5K
|
107K
$3.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-893- 2.3% |
$27K - $30.2K
|
38K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-920- 9.51% |
$27.8K - $31.1K
|
8.76K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-945- 4.36% |
$28.6K - $31.9K
|
20.7K
$691K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-959- 10.16% |
$29K - $32.4K
|
8.48K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-962- 5.58% |
$29.1K - $32.5K
|
16.3K
$543K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.15K- 52.31% |
$34.6K - $38.7K
|
1.04K
$34.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.21K- 14.9% |
$36.6K - $40.9K
|
6.92K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.23K- 5.0% |
$37.2K - $41.6K
|
23.4K
$779K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.27K- 56.34% |
$38.4K - $42.9K
|
984
$32.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.34K- 7.93% |
$40.4K - $45.2K
|
15.5K
$517K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.37K- 3.19% |
$41.4K - $46.3K
|
41.6K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.46K- 0.48% |
$44K - $49.1K
|
304K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.47K- 0.59% |
$44.4K - $49.6K
|
247K
$8.21M
|