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 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
12.5K+ 10.7% |
$371K - $426K
|
129K
$4.6M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$364K - $419K
|
12.3K
$436K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
12.3K+ 33.71% |
$364K - $418K
|
48.7K
$1.73M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
11.6K+ 19.27% |
$345K - $397K
|
72K
$2.56M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
11K+ 2.3% |
$327K - $376K
|
491K
$17.5M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.8KNew |
$322K - $369K
|
10.8K
$385K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
10.8KNew |
$321K - $368K
|
10.8K
$384K
|
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
10.4K+ 4.36% |
$310K - $356K
|
250K
$8.87M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.3KNew |
$307K - $353K
|
10.3K
$368K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3K+ 6.08% |
$307K - $352K
|
180K
$6.41M
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
10.2K+ 3.86% |
$304K - $349K
|
276K
$9.81M
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10.2K+ 64.71% |
$302K - $347K
|
25.9K
$921K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
9.38K+ 24.67% |
$279K - $320K
|
47.4K
$1.69M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.54KNew |
$254K - $291K
|
8.54K
$304K
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.26KNew |
$245K - $282K
|
8.26K
$294K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.41K+ 9.81% |
$220K - $253K
|
82.9K
$2.95M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.26K+ 53.93% |
$215K - $248K
|
20.7K
$736K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.18KNew |
$213K - $245K
|
7.18K
$255K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.98KNew |
$207K - $238K
|
6.98K
$248K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.72K+ 2.16% |
$200K - $229K
|
317K
$11.3M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.6KNew |
$196K - $225K
|
6.6K
$235K
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
BUY
|
- |
6.57KNew |
$195K - $224K
|
6.57K
$234K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6.27KNew |
$186K - $214K
|
6.27K
$223K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6.03K+ 193.33% |
$179K - $206K
|
9.14K
$325K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.94K+ 95.92% |
$147K - $169K
|
10.1K
$359K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.73K+ 9.96% |
$140K - $161K
|
52.2K
$1.85M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.66K+ 60.13% |
$139K - $159K
|
12.4K
$442K
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.65K+ 6.5% |
$138K - $159K
|
76.1K
$2.71M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.63K+ 9.91% |
$138K - $158K
|
51.4K
$1.83M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.58K+ 28.37% |
$136K - $156K
|
20.7K
$737K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.38K+ 263.8% |
$130K - $149K
|
6.04K
$215K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
4.34K+ 24.79% |
$129K - $148K
|
21.9K
$777K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.34K+ 10.75% |
$129K - $148K
|
44.7K
$1.59M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.2K+ 51.13% |
$125K - $143K
|
12.4K
$442K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.12K+ 3.32% |
$122K - $141K
|
128K
$4.56M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.01KNew |
$119K - $137K
|
4.01K
$142K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.85K+ 25.56% |
$114K - $131K
|
18.9K
$673K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.57K+ 29.17% |
$106K - $122K
|
15.8K
$563K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.18K+ 3.68% |
$94.5K - $109K
|
89.8K
$3.19M
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.96K+ 0.53% |
$87.9K - $101K
|
557K
$19.8M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.9K+ 184.9% |
$86.2K - $99.1K
|
4.47K
$159K
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.73K+ 35.12% |
$80.9K - $93K
|
10.5K
$373K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.52KNew |
$74.8K - $86K
|
2.52K
$89.6K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.52K+ 23.3% |
$74.8K - $85.9K
|
13.3K
$474K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.24K+ 7.91% |
$66.6K - $76.5K
|
30.6K
$1.09M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.05K+ 3.51% |
$60.9K - $69.9K
|
60.4K
$2.15M
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.92K+ 0.35% |
$57.1K - $65.6K
|
555K
$19.7M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.87K+ 15.96% |
$55.6K - $63.9K
|
13.6K
$484K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.77K+ 16.74% |
$52.7K - $60.5K
|
12.4K
$440K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.69K+ 8.92% |
$50.1K - $57.6K
|
20.6K
$733K
|