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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-30- 10.38% |
$927 - $993
|
259
$9.21K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-33- 0.32% |
$1.02K - $1.09K
|
10.2K
$364K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-45- 0.18% |
$1.39K - $1.49K
|
24.4K
$869K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-50- 0.43% |
$1.55K - $1.65K
|
11.6K
$412K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-59- 0.46% |
$1.82K - $1.95K
|
12.9K
$457K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-61- 0.11% |
$1.89K - $2.02K
|
55.1K
$1.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-67- 0.45% |
$2.07K - $2.22K
|
15K
$532K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-94- 10.28% |
$2.91K - $3.11K
|
820
$29.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-98- 0.28% |
$3.03K - $3.24K
|
34.8K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-185- 1.89% |
$5.72K - $6.12K
|
9.62K
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-187- 0.67% |
$5.78K - $6.19K
|
27.9K
$991K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-240- 5.14% |
$7.42K - $7.94K
|
4.43K
$157K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-255- 2.13% |
$7.88K - $8.44K
|
11.7K
$417K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-296- 56.92% |
$9.15K - $9.79K
|
224
$7.97K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-298- 0.78% |
$9.21K - $9.86K
|
37.8K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-300- 3.21% |
$9.27K - $9.93K
|
9.06K
$322K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-304- 0.72% |
$9.4K - $10.1K
|
42.1K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-324- 63.16% |
$10K - $10.7K
|
189
$6.72K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-326- 3.44% |
$10.1K - $10.8K
|
9.16K
$326K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-421- 2.11% |
$13K - $13.9K
|
19.6K
$696K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-432- 4.27% |
$13.4K - $14.3K
|
9.68K
$344K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-432- 47.01% |
$13.4K - $14.3K
|
487
$17.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-433- 5.89% |
$13.4K - $14.3K
|
6.92K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-445- 5.28% |
$13.8K - $14.7K
|
7.98K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-460- 1.17% |
$14.2K - $15.2K
|
38.9K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-462- 63.46% |
$14.3K - $15.3K
|
266
$9.46K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-477- 26.84% |
$14.7K - $15.8K
|
1.3K
$46.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-481- 71.26% |
$14.9K - $15.9K
|
194
$6.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-502- 0.33% |
$15.5K - $16.6K
|
150K
$5.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-534- 4.16% |
$16.5K - $17.7K
|
12.3K
$437K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-573- 4.23% |
$17.7K - $19K
|
13K
$461K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-658- 3.95% |
$20.3K - $21.8K
|
16K
$569K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-671- 3.87% |
$20.7K - $22.2K
|
16.7K
$592K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-675- 0.43% |
$20.9K - $22.3K
|
158K
$5.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-676- 7.39% |
$20.9K - $22.4K
|
8.48K
$301K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-688- 7.15% |
$21.3K - $22.8K
|
8.94K
$318K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-688- 7.15% |
$21.3K - $22.8K
|
8.94K
$318K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-736- 2.45% |
$22.7K - $24.4K
|
29.3K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-967- 28.37% |
$29.9K - $32K
|
2.44K
$86.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-996- 2.72% |
$30.8K - $33K
|
35.6K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.1K- 2.21% |
$34.1K - $36.5K
|
48.7K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.14K- 1.18% |
$35.2K - $37.7K
|
95.7K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.16K- 20.48% |
$35.9K - $38.5K
|
4.52K
$161K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.21K- 16.03% |
$37.2K - $39.9K
|
6.31K
$224K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 6.53% |
$37.3K - $39.9K
|
17.3K
$614K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-1.31K- 1.49% |
$40.6K - $43.4K
|
86.7K
$3.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.42K- 18.55% |
$43.7K - $46.8K
|
6.21K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.42K- 5.58% |
$43.8K - $46.9K
|
24K
$853K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.42K- 2.8% |
$43.8K - $46.9K
|
49.2K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.51K- 1.22% |
$46.8K - $50.1K
|
123K
$4.36M
|