Purchases and Sales Made in Q2 2023 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.09K+ 28.91% |
$64.5K - $69K
|
9.3K
$331K
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.99K+ 0.9% |
$61.5K - $65.9K
|
224K
$7.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.97K+ 5.85% |
$60.9K - $65.2K
|
35.7K
$1.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.95KNew |
$60.3K - $64.5K
|
1.95K
$69.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.91K+ 5.83% |
$59.1K - $63.3K
|
34.7K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.85K+ 10.02% |
$57.1K - $61.1K
|
20.3K
$721K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.82KNew |
$56.4K - $60.4K
|
1.82K
$64.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.81K+ 8.3% |
$55.9K - $59.9K
|
23.6K
$839K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.74K+ 46.79% |
$53.9K - $57.7K
|
5.47K
$194K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.67K+ 27.4% |
$51.6K - $55.2K
|
7.76K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.53K+ 3.98% |
$47.2K - $50.5K
|
39.9K
$1.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.38K+ 1.11% |
$42.5K - $45.5K
|
125K
$4.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.36K+ 845.34% |
$42.1K - $45K
|
1.52K
$54.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.27K+ 129.07% |
$39.3K - $42K
|
2.25K
$80.2K
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.26K+ 0.43% |
$38.8K - $41.6K
|
294K
$10.4M
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.26K+ 0.43% |
$38.8K - $41.6K
|
294K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.09K+ 0.4% |
$33.8K - $36.2K
|
272K
$9.67M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.04K+ 8.57% |
$32K - $34.3K
|
13.1K
$467K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1K+ 2.84% |
$30.9K - $33.1K
|
36.2K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
957+ 3.63% |
$29.6K - $31.7K
|
27.3K
$972K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
914+ 5.05% |
$28.3K - $30.2K
|
19K
$676K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
898+ 2.0% |
$27.8K - $29.7K
|
45.7K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
892+ 3.55% |
$27.6K - $29.5K
|
26K
$925K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
888+ 3.2% |
$27.4K - $29.4K
|
28.6K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
863+ 0.16% |
$26.7K - $28.6K
|
535K
$19M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
800+ 5.33% |
$24.7K - $26.5K
|
15.8K
$562K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
774+ 7.15% |
$23.9K - $25.6K
|
11.6K
$413K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
757+ 0.4% |
$23.4K - $25K
|
192K
$6.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
694+ 12.62% |
$21.5K - $23K
|
6.19K
$220K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
688+ 0.37% |
$21.3K - $22.8K
|
185K
$6.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
653+ 8.69% |
$20.2K - $21.6K
|
8.17K
$290K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
653+ 9.4% |
$20.2K - $21.6K
|
7.6K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
595+ 11.92% |
$18.4K - $19.7K
|
5.59K
$199K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
509+ 0.22% |
$15.7K - $16.8K
|
229K
$8.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
497+ 44.61% |
$15.4K - $16.4K
|
1.61K
$57.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
484+ 355.88% |
$15K - $16K
|
620
$22K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
471New |
$14.6K - $15.6K
|
471
$16.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
464New |
$14.3K - $15.4K
|
464
$16.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
412New |
$12.7K - $13.6K
|
412
$14.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
394+ 5.84% |
$12.2K - $13K
|
7.14K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
394+ 5.84% |
$12.2K - $13K
|
7.14K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
365+ 4.1% |
$11.3K - $12.1K
|
9.27K
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
357+ 1.48% |
$11K - $11.8K
|
24.5K
$871K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
337+ 3.46% |
$10.4K - $11.2K
|
10.1K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
315+ 4.29% |
$9.74K - $10.4K
|
7.65K
$272K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
312+ 3.43% |
$9.64K - $10.3K
|
9.4K
$334K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
299New |
$9.24K - $9.89K
|
299
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
296New |
$9.15K - $9.79K
|
296
$10.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
293+ 0.06% |
$9.06K - $9.7K
|
486K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
282New |
$8.72K - $9.33K
|
282
$10K
|