Purchases and Sales Made in Q1 2023 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
9.52KNew |
$278K - $304K
|
9.52K
$338K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.24KNew |
$270K - $295K
|
9.24K
$329K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8.93K+ 7.98% |
$261K - $286K
|
121K
$4.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8.8K+ 5.04% |
$257K - $281K
|
183K
$6.52M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.59K+ 1.3% |
$251K - $275K
|
672K
$23.9M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.38K+ 9.16% |
$245K - $268K
|
99.9K
$3.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.02K+ 26.23% |
$235K - $256K
|
38.6K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.96K+ 15.7% |
$233K - $255K
|
58.7K
$2.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.74KNew |
$226K - $247K
|
7.74K
$275K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.54K+ 33.7% |
$220K - $241K
|
29.9K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.52KNew |
$220K - $240K
|
7.52K
$267K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.51K+ 5.62% |
$220K - $240K
|
141K
$5.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
7.41KNew |
$217K - $237K
|
7.41K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.34KNew |
$215K - $235K
|
7.34K
$261K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.34KNew |
$214K - $234K
|
7.34K
$261K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.33K+ 4.46% |
$214K - $234K
|
172K
$6.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.32K+ 3.38% |
$214K - $234K
|
224K
$7.97M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.32K+ 8.6% |
$214K - $234K
|
92.4K
$3.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.22KNew |
$211K - $231K
|
7.22K
$257K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.95KNew |
$203K - $222K
|
6.95K
$247K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.88KNew |
$201K - $220K
|
6.88K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
6.72KNew |
$196K - $215K
|
6.72K
$239K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
6.68KNew |
$195K - $213K
|
6.68K
$237K
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.56KNew |
$192K - $210K
|
6.56K
$233K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.49K+ 25.21% |
$190K - $207K
|
32.2K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.47K+ 34.68% |
$189K - $207K
|
25.1K
$893K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.4K+ 8306.49% |
$187K - $204K
|
6.47K
$230K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
6.35K+ 4.18% |
$186K - $203K
|
158K
$5.62M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.21K+ 3.4% |
$182K - $199K
|
189K
$6.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
6.05K+ 1.15% |
$177K - $194K
|
534K
$19M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5.92K+ 5.12% |
$173K - $189K
|
122K
$4.33M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5.52K+ 2.12% |
$161K - $176K
|
266K
$9.46M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.5KNew |
$161K - $176K
|
5.5K
$196K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.48K+ 3.57% |
$160K - $175K
|
159K
$5.64M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.83K+ 9.97% |
$141K - $155K
|
53.3K
$1.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.83K+ 6.51% |
$141K - $154K
|
79K
$2.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.77K+ 13.95% |
$139K - $152K
|
39K
$1.39M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.64K+ 24.82% |
$136K - $148K
|
23.3K
$830K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.52K+ 37.28% |
$132K - $145K
|
16.7K
$592K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.4K+ 15.04% |
$129K - $141K
|
33.7K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.19K+ 1.7% |
$122K - $134K
|
250K
$8.89M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
4.07K+ 43.81% |
$119K - $130K
|
13.4K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.06K+ 27.04% |
$119K - $130K
|
19K
$677K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.03K+ 5.79% |
$118K - $129K
|
73.5K
$2.62M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
3.9K+ 23.8% |
$114K - $125K
|
20.3K
$721K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.79K+ 15.99% |
$111K - $121K
|
27.5K
$977K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
3.76K+ 3.66% |
$110K - $120K
|
106K
$3.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.73K+ 4.0% |
$109K - $119K
|
96.8K
$3.44M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.58K+ 64.36% |
$105K - $115K
|
9.15K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.56K+ 12.34% |
$104K - $114K
|
32.4K
$1.15M
|