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 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.5K+ 49.54% |
$1.32M - $1.52M
|
134K
$4.77M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
43.3K+ 67.88% |
$1.29M - $1.48M
|
107K
$3.81M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.7K+ 13.92% |
$1.27M - $1.46M
|
350K
$12.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
40.9K+ 12.76% |
$1.21M - $1.39M
|
361K
$12.8M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
38.7KNew |
$1.15M - $1.32M
|
38.7K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
37.1KNew |
$1.1M - $1.27M
|
37.1K
$1.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
35.6K+ 12.86% |
$1.06M - $1.22M
|
313K
$11.1M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
34KNew |
$1.01M - $1.16M
|
34K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.7K+ 246.92% |
$1M - $1.15M
|
47.3K
$1.68M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
33.3KNew |
$990K - $1.14M
|
33.3K
$1.19M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
32.7K+ 448.44% |
$972K - $1.12M
|
40K
$1.42M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31.6K+ 29.4% |
$939K - $1.08M
|
139K
$4.95M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
30.6KNew |
$910K - $1.04M
|
30.6K
$1.09M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
30.3K+ 4.72% |
$901K - $1.03M
|
673K
$23.9M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.3K+ 15.43% |
$899K - $1.03M
|
226K
$8.05M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
30K+ 191.19% |
$891K - $1.02M
|
45.7K
$1.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
29.3KNew |
$871K - $1M
|
29.3K
$1.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
28.3K+ 10.15% |
$841K - $966K
|
307K
$10.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
28KNew |
$832K - $956K
|
28K
$996K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
27.4K+ 27.52% |
$813K - $933K
|
127K
$4.51M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.3K+ 60.52% |
$812K - $932K
|
72.5K
$2.58M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
26.8K+ 5.98% |
$797K - $916K
|
476K
$16.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
25.8K+ 7.57% |
$765K - $879K
|
366K
$13M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.4KNew |
$754K - $866K
|
25.4K
$902K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.3K+ 22.16% |
$722K - $830K
|
134K
$4.77M
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
22.8K+ 20.21% |
$676K - $776K
|
135K
$4.81M
|
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
22.5K+ 25.11% |
$668K - $767K
|
112K
$3.98M
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
22.2K+ 4.32% |
$660K - $759K
|
537K
$19.1M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.4K+ 9.01% |
$636K - $730K
|
259K
$9.21M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.9K+ 49.03% |
$621K - $713K
|
63.5K
$2.26M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
18.5KNew |
$550K - $632K
|
18.5K
$658K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.2K+ 23.43% |
$542K - $623K
|
96.1K
$3.42M
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
18.2K+ 6.45% |
$539K - $620K
|
300K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9KNew |
$533K - $612K
|
17.9K
$638K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
17.8K+ 12.78% |
$530K - $609K
|
157K
$5.59M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.6KNew |
$522K - $599K
|
17.6K
$624K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
17.2K+ 296.59% |
$512K - $588K
|
23.1K
$820K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.7K+ 3.16% |
$495K - $569K
|
545K
$19.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
16.2K+ 175.86% |
$482K - $553K
|
25.4K
$904K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
15.5K+ 13.17% |
$459K - $527K
|
133K
$4.72M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
14.9KNew |
$442K - $507K
|
14.9K
$529K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14KNew |
$417K - $479K
|
14K
$499K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.9K+ 82.06% |
$413K - $475K
|
30.9K
$1.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13.6K+ 7.12% |
$405K - $466K
|
205K
$7.3M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13.5K+ 27.58% |
$400K - $460K
|
62.3K
$2.22M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.4K+ 14.24% |
$398K - $457K
|
108K
$3.82M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
13.2K+ 11.62% |
$392K - $450K
|
127K
$4.51M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
12.6K+ 58.89% |
$375K - $431K
|
34.1K
$1.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
12.6K+ 42.83% |
$375K - $430K
|
42.1K
$1.5M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.5K+ 18.65% |
$372K - $428K
|
79.8K
$2.84M
|