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 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
40+ 0.72% |
$1.19K - $1.36K
|
5.61K
$200K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
33+ 0.5% |
$980 - $1.13K
|
6.6K
$235K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32New |
$950 - $1.09K
|
32
$1.14K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
30New |
$891 - $1.02K
|
30
$1.07K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29+ 51.79% |
$861 - $989
|
85
$3.02K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
21+ 0.08% |
$624 - $717
|
25.5K
$905K
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
17+ 0.19% |
$505 - $580
|
8.89K
$316K
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
12+ 0.11% |
$356 - $409
|
10.9K
$388K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.09% |
$297 - $341
|
11.2K
$397K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.12% |
$297 - $341
|
8.45K
$300K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9New |
$267 - $307
|
9
$320
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$89.1 - $102
|
22.1K
$787K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.08% |
$89.1 - $102
|
3.82K
$136K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.06% |
$29.7 - $34.1
|
1.62K
$57.7K
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$29.7 - $34.1
|
12.8K
$456K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.36% |
$29.7 - $34.1
|
276
$9.81K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.37% |
$119 - $136
|
1.07K
$38.2K
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5- 1.19% |
$149 - $171
|
416
$14.8K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.55% |
$178 - $205
|
1.08K
$38.3K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15Closed |
$446 - $512
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-31- 0.26% |
$921 - $1.06K
|
11.9K
$424K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-34Closed |
$1.01K - $1.16K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-37- 0.28% |
$1.1K - $1.26K
|
13.1K
$464K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-39Closed |
$1.16K - $1.33K
|
0
$0
|
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-42- 0.34% |
$1.25K - $1.43K
|
12.1K
$432K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-45Closed |
$1.34K - $1.54K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-52- 0.8% |
$1.54K - $1.77K
|
6.45K
$229K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-58- 0.64% |
$1.72K - $1.98K
|
9K
$320K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-59- 49.17% |
$1.75K - $2.01K
|
61
$2.17K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-62Closed |
$1.84K - $2.12K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-63- 0.56% |
$1.87K - $2.15K
|
11.2K
$397K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-65- 0.8% |
$1.93K - $2.22K
|
8.09K
$288K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-81- 0.49% |
$2.41K - $2.76K
|
16.6K
$589K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-84Closed |
$2.49K - $2.87K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-96Closed |
$2.85K - $3.28K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$2.97K - $3.41K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-100- 0.16% |
$2.97K - $3.41K
|
63K
$2.24M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-103- 86.55% |
$3.06K - $3.51K
|
16
$569
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-108Closed |
$3.21K - $3.68K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-123Closed |
$3.65K - $4.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-137- 1.35% |
$4.07K - $4.67K
|
9.98K
$355K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-140- 34.91% |
$4.16K - $4.78K
|
261
$9.28K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-149- 0.72% |
$4.43K - $5.08K
|
20.6K
$733K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-153- 56.04% |
$4.54K - $5.22K
|
120
$4.27K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-193Closed |
$5.73K - $6.59K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-200Closed |
$5.94K - $6.82K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-200Closed |
$5.94K - $6.82K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-216- 2.28% |
$6.42K - $7.37K
|
9.26K
$329K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-241- 1.44% |
$7.16K - $8.22K
|
16.5K
$588K
|