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 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 1.75% |
$548K - $612K
|
1.02M
$33.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-18.6K- 17.16% |
$562K - $628K
|
89.8K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-19.4K- 55.25% |
$585K - $654K
|
15.7K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.3K- 64.29% |
$615K - $687K
|
11.3K
$377K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-21.2K- 3.26% |
$641K - $716K
|
628K
$20.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-21.2K- 3.23% |
$642K - $717K
|
636K
$21.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.3K- 61.92% |
$674K - $752K
|
13.7K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-22.4K- 19.58% |
$676K - $755K
|
91.9K
$3.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-23.2K- 34.39% |
$700K - $782K
|
44.2K
$1.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-25.9K- 36.68% |
$783K - $875K
|
44.7K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29K- 10.71% |
$876K - $979K
|
242K
$8.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-30.2K- 38.21% |
$913K - $1.02M
|
48.9K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.6K- 9.75% |
$1.11M - $1.24M
|
339K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-40.8K- 10.76% |
$1.23M - $1.38M
|
338K
$11.3M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.1K- 47.99% |
$1.3M - $1.45M
|
46.7K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-51K- 21.39% |
$1.54M - $1.72M
|
187K
$6.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-57.5K- 55.61% |
$1.74M - $1.94M
|
45.9K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-63.2K- 16.96% |
$1.91M - $2.13M
|
309K
$10.3M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-66.8K- 13.9% |
$2.02M - $2.25M
|
414K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68.7K- 8.28% |
$2.08M - $2.32M
|
761K
$25.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-78.1K- 18.19% |
$2.36M - $2.64M
|
351K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-82.4K- 28.13% |
$2.49M - $2.78M
|
211K
$7.02M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-104K- 97.3% |
$3.13M - $3.5M
|
2.88K
$95.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
SELL
|
- |
-119K- 54.03% |
$3.59M - $4.01M
|
101K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216K- 32.39% |
$6.52M - $7.29M
|
450K
$15M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-273K- 4.56% |
$8.24M - $9.21M
|
5.7M
$190M
|