Purchases and Sales Made in Q2 2024 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q2 2024. 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 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
221+ 0.87% |
$7.56K - $8.07K
|
25.7K
$915K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
221New |
$7.56K - $8.07K
|
221
$7.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
190+ 2.34% |
$6.5K - $6.94K
|
8.29K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
177+ 2.57% |
$6.05K - $6.46K
|
7.05K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
152+ 1.16% |
$5.2K - $5.55K
|
13.3K
$472K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
136+ 1.75% |
$4.65K - $4.97K
|
7.9K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
132+ 1.29% |
$4.51K - $4.82K
|
10.4K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
122New |
$4.17K - $4.45K
|
122
$4.34K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
102+ 1.56% |
$3.49K - $3.72K
|
6.64K
$236K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
96+ 8.69% |
$3.28K - $3.5K
|
1.2K
$42.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
80+ 0.89% |
$2.74K - $2.92K
|
9.09K
$323K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76+ 23.53% |
$2.6K - $2.77K
|
399
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
71+ 0.45% |
$2.43K - $2.59K
|
15.9K
$566K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
70+ 56.0% |
$2.39K - $2.56K
|
195
$6.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
61+ 108.93% |
$2.09K - $2.23K
|
117
$4.16K
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
57+ 0.25% |
$1.95K - $2.08K
|
22.9K
$813K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
56+ 0.73% |
$1.91K - $2.04K
|
7.71K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
42New |
$1.44K - $1.53K
|
42
$1.49K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 0.44% |
$1.16K - $1.24K
|
7.74K
$275K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25+ 3.57% |
$855 - $913
|
726
$25.8K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24+ 34.29% |
$821 - $876
|
94
$3.34K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22+ 11.52% |
$752 - $803
|
213
$7.57K
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
20+ 0.04% |
$684 - $730
|
48.7K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
18+ 0.33% |
$615 - $657
|
5.48K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 1.58% |
$581 - $621
|
1.1K
$38.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16New |
$547 - $584
|
16
$569
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10New |
$342 - $365
|
10
$356
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.78% |
$34.2 - $36.5
|
130
$4.62K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.28% |
$34.2 - $36.5
|
357
$12.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1- 0.01% |
$34.2 - $36.5
|
8.02K
$285K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2- 0.02% |
$68.4 - $73
|
9.57K
$340K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 3.95% |
$308 - $329
|
219
$7.79K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-9- 0.05% |
$308 - $329
|
16.7K
$592K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-9- 0.15% |
$308 - $329
|
5.87K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-23- 0.32% |
$786 - $840
|
7.16K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.42% |
$1.23K - $1.31K
|
8.56K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-40- 0.41% |
$1.37K - $1.46K
|
9.82K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-60- 2.27% |
$2.05K - $2.19K
|
2.58K
$91.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-66- 0.18% |
$2.26K - $2.41K
|
35.8K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-79- 1.68% |
$2.7K - $2.88K
|
4.62K
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-84- 0.53% |
$2.87K - $3.07K
|
15.9K
$564K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-94- 0.39% |
$3.21K - $3.43K
|
24.1K
$857K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-109- 7.75% |
$3.73K - $3.98K
|
1.3K
$46.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-116- 0.71% |
$3.97K - $4.24K
|
16.3K
$579K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-122- 0.37% |
$4.17K - $4.45K
|
32.5K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-136- 0.26% |
$4.65K - $4.97K
|
51.7K
$1.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-139- 98.58% |
$4.75K - $5.07K
|
2
$71.1
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-143- 0.27% |
$4.89K - $5.22K
|
52.1K
$1.85M
|