Purchases and Sales Made in Q1 2022 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.61M+ 1.41% |
$47.9M - $55.1M
|
116M
$4.12B
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.36M+ 3379.64% |
$40.5M - $46.5M
|
1.4M
$49.9M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.25MNew |
$37M - $42.5M
|
1.25M
$44.3M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
956KNew |
$28.4M - $32.6M
|
956K
$34M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
604K+ 61.25% |
$17.9M - $20.6M
|
1.59M
$56.6M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
594K+ 86.47% |
$17.7M - $20.3M
|
1.28M
$45.6M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
404KNew |
$12M - $13.8M
|
404K
$14.4M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
342K+ 18.84% |
$10.2M - $11.7M
|
2.16M
$76.8M
|
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
326K+ 501.61% |
$9.69M - $11.1M
|
391K
$13.9M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
324K+ 31.21% |
$9.62M - $11M
|
1.36M
$48.4M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
318K+ 7.22% |
$9.43M - $10.8M
|
4.72M
$168M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
235K+ 14.06% |
$6.97M - $8.01M
|
1.9M
$67.7M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
208K+ 249.79% |
$6.17M - $7.09M
|
291K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
204K+ 94.84% |
$6.07M - $6.97M
|
420K
$14.9M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
201K+ 8.33% |
$5.97M - $6.86M
|
2.61M
$93M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
183K+ 68.37% |
$5.44M - $6.25M
|
451K
$16M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
176K+ 168.16% |
$5.23M - $6.01M
|
281K
$9.99M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
163KNew |
$4.86M - $5.58M
|
163K
$5.81M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
158KNew |
$4.69M - $5.39M
|
158K
$5.62M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
156K+ 4.12% |
$4.64M - $5.33M
|
3.95M
$140M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 30.1% |
$4.57M - $5.26M
|
666K
$23.7M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
136KNew |
$4.05M - $4.65M
|
136K
$4.85M
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
129K+ 31.41% |
$3.84M - $4.41M
|
540K
$19.2M
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
129KNew |
$3.82M - $4.39M
|
129K
$4.57M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
128K+ 715.21% |
$3.81M - $4.38M
|
146K
$5.2M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
128K+ 19.65% |
$3.79M - $4.36M
|
777K
$27.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
119K+ 616.9% |
$3.52M - $4.05M
|
138K
$4.9M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
118K+ 26.68% |
$3.51M - $4.03M
|
561K
$19.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
115K+ 19.67% |
$3.42M - $3.93M
|
702K
$24.9M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
114K+ 12.18% |
$3.38M - $3.88M
|
1.05M
$37.2M
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
111KNew |
$3.31M - $3.8M
|
111K
$3.96M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
91.9KNew |
$2.73M - $3.13M
|
91.9K
$3.27M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
90.3K+ 163.99% |
$2.68M - $3.08M
|
145K
$5.17M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85.7K+ 364.31% |
$2.55M - $2.93M
|
109K
$3.89M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
82.6K+ 7.28% |
$2.45M - $2.82M
|
1.22M
$43.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
81.7K+ 22.34% |
$2.43M - $2.79M
|
447K
$15.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
78.8K+ 25.95% |
$2.34M - $2.69M
|
382K
$13.6M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
73.3KNew |
$2.18M - $2.5M
|
73.3K
$2.61M
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
73.1K+ 41.22% |
$2.17M - $2.5M
|
251K
$8.91M
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
72K+ 11.58% |
$2.14M - $2.46M
|
693K
$24.7M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
69.1K+ 2.43% |
$2.05M - $2.36M
|
2.91M
$104M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
68.7K+ 19.48% |
$2.04M - $2.34M
|
421K
$15M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
64K+ 86.34% |
$1.9M - $2.18M
|
138K
$4.91M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61.2K+ 2005.24% |
$1.82M - $2.09M
|
64.3K
$2.29M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
57.4KNew |
$1.7M - $1.96M
|
57.4K
$2.04M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54.7K+ 56.65% |
$1.62M - $1.87M
|
151K
$5.38M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
53.2K+ 14.5% |
$1.58M - $1.82M
|
420K
$14.9M
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
46.5K+ 43.02% |
$1.38M - $1.59M
|
155K
$5.5M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
45.9K+ 53.81% |
$1.36M - $1.57M
|
131K
$4.67M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
44.7KNew |
$1.33M - $1.52M
|
44.7K
$1.59M
|