Purchases and Sales Made in Q3 2022 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
7.18M+ 5.87% |
$181M - $213M
|
129M
$4.6B
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.06M+ 248.84% |
$76.9M - $91M
|
4.29M
$152M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.05M+ 82.59% |
$26.4M - $31.2M
|
2.32M
$82.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
937K+ 48.94% |
$23.6M - $27.9M
|
2.85M
$101M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
715K+ 26.49% |
$18M - $21.2M
|
3.41M
$121M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
587K+ 15.76% |
$14.8M - $17.5M
|
4.32M
$153M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
408K+ 26.18% |
$10.3M - $12.1M
|
1.96M
$69.9M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
356K+ 182.01% |
$8.96M - $10.6M
|
552K
$19.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
343K+ 69.54% |
$8.62M - $10.2M
|
836K
$29.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
226KNew |
$5.67M - $6.71M
|
226K
$8.02M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
188K+ 133.08% |
$4.72M - $5.58M
|
329K
$11.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
175K+ 8.23% |
$4.39M - $5.19M
|
2.3M
$81.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
146KNew |
$3.68M - $4.35M
|
146K
$5.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
140K+ 576.84% |
$3.53M - $4.17M
|
165K
$5.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 47.82% |
$3.51M - $4.15M
|
431K
$15.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
134KNew |
$3.36M - $3.97M
|
134K
$4.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
131K+ 4.33% |
$3.28M - $3.88M
|
3.15M
$112M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
118KNew |
$2.98M - $3.52M
|
118K
$4.21M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
117K+ 223.59% |
$2.93M - $3.47M
|
169K
$6.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
113K+ 475.53% |
$2.83M - $3.35M
|
136K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
93K+ 75.88% |
$2.34M - $2.77M
|
216K
$7.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.1K+ 6.14% |
$2.14M - $2.53M
|
1.47M
$52.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.3K+ 13.71% |
$1.84M - $2.18M
|
608K
$21.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.2K+ 11.57% |
$1.82M - $2.15M
|
696K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
71.7K+ 17.55% |
$1.8M - $2.13M
|
480K
$17.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
68.4K+ 28.57% |
$1.72M - $2.03M
|
308K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
58.5K+ 3.21% |
$1.47M - $1.74M
|
1.88M
$66.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
58.5K+ 29.47% |
$1.47M - $1.74M
|
257K
$9.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
52.4K+ 24.11% |
$1.32M - $1.56M
|
270K
$9.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
51.7K+ 9.32% |
$1.3M - $1.54M
|
606K
$21.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
50.8KNew |
$1.28M - $1.51M
|
50.8K
$1.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.6K+ 20.08% |
$1.15M - $1.36M
|
273K
$9.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
42.3K+ 17.41% |
$1.06M - $1.26M
|
285K
$10.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
39K+ 257.7% |
$980K - $1.16M
|
54.1K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.1K+ 7.5% |
$957K - $1.13M
|
546K
$19.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
36.9K+ 8.81% |
$927K - $1.1M
|
455K
$16.2M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.5K+ 41.25% |
$919K - $1.09M
|
125K
$4.45M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34.2K+ 166.47% |
$859K - $1.02M
|
54.7K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
33.9KNew |
$853K - $1.01M
|
33.9K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
33.7K+ 2.76% |
$847K - $1M
|
1.26M
$44.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.3KNew |
$837K - $989K
|
33.3K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
33.2K+ 175.49% |
$834K - $986K
|
52.1K
$1.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
32.4K+ 26.06% |
$815K - $964K
|
157K
$5.58M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.3KNew |
$763K - $903K
|
30.3K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
29.9K+ 43.64% |
$752K - $890K
|
98.5K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
BUY
|
- |
28.4K+ 52.36% |
$714K - $844K
|
82.6K
$2.94M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27.7K+ 5.76% |
$698K - $825K
|
509K
$18.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27.1K+ 20.67% |
$682K - $806K
|
158K
$5.63M
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
26.3K+ 8.26% |
$662K - $783K
|
345K
$12.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
24.6K+ 104.33% |
$618K - $731K
|
48.1K
$1.71M
|