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
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.65K- 49.12% |
$49.8K - $55.6K
|
1.71K
$56.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.69K- 11.58% |
$51.1K - $57K
|
12.9K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.72K- 13.89% |
$52.1K - $58.2K
|
10.7K
$356K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.77K- 6.54% |
$53.4K - $59.7K
|
25.3K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.77K- 17.26% |
$53.6K - $59.8K
|
8.49K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.8K- 12.67% |
$54.5K - $60.9K
|
12.4K
$414K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.83K- 9.63% |
$55.4K - $61.9K
|
17.2K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-1.99K- 3.57% |
$60K - $67.1K
|
53.7K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.47K- 5.37% |
$74.8K - $83.5K
|
43.6K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.52K- 53.49% |
$76K - $84.9K
|
2.19K
$72.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.54K- 4.12% |
$76.7K - $85.7K
|
59K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.66K- 5.53% |
$80.4K - $89.8K
|
45.4K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.86K- 8.08% |
$86.3K - $96.4K
|
32.5K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.06K- 22.64% |
$92.4K - $103K
|
10.4K
$348K
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-3.28K- 2.53% |
$99.1K - $111K
|
126K
$4.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-3.29K- 0.42% |
$99.4K - $111K
|
777K
$25.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.37K- 28.08% |
$102K - $114K
|
8.62K
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.37K- 0.77% |
$102K - $114K
|
436K
$14.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.37K- 31.8% |
$102K - $114K
|
7.23K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.75K- 3.97% |
$113K - $127K
|
90.7K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.75K- 67.59% |
$113K - $127K
|
1.8K
$59.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.86K- 0.7% |
$117K - $130K
|
548K
$18.3M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.96K- 46.6% |
$120K - $134K
|
4.53K
$151K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.06K- 2.05% |
$123K - $137K
|
194K
$6.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.27K- 26.26% |
$129K - $144K
|
12K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.8K- 37.57% |
$145K - $162K
|
7.98K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-4.81K- 4.22% |
$145K - $162K
|
109K
$3.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.55K- 2.47% |
$168K - $187K
|
219K
$7.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-5.86K- 3.98% |
$177K - $198K
|
141K
$4.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.06K- 21.54% |
$183K - $205K
|
22.1K
$735K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.61K- 41.17% |
$200K - $223K
|
9.44K
$315K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.81K- 1.51% |
$206K - $230K
|
443K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.32K- 10.73% |
$221K - $247K
|
60.9K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-7.4K- 13.11% |
$224K - $250K
|
49K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.42K- 2.21% |
$224K - $251K
|
329K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-8.5K- 17.05% |
$257K - $287K
|
41.4K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-9.59K- 3.24% |
$290K - $324K
|
286K
$9.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-10.4K- 19.9% |
$314K - $351K
|
41.9K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.4K- 1.25% |
$315K - $352K
|
820K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.5K- 40.58% |
$317K - $355K
|
15.4K
$512K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-10.9K- 4.89% |
$329K - $368K
|
212K
$7.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11.1K- 5.01% |
$336K - $375K
|
211K
$7.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.4K- 23.97% |
$346K - $386K
|
36.3K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.9K- 17.8% |
$360K - $402K
|
55K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12K- 8.13% |
$364K - $406K
|
136K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-12.3K- 16.48% |
$371K - $415K
|
62.3K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13K- 30.04% |
$392K - $438K
|
30.2K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.1K- 0.27% |
$395K - $442K
|
4.82M
$161M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.7K- 14.87% |
$416K - $464K
|
78.7K
$2.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-15.1K- 5.41% |
$456K - $509K
|
264K
$8.79M
|