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 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.07K+ 3.65% |
$128K - $151K
|
144K
$5.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.86K+ 1.71% |
$122K - $145K
|
289K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4.81K+ 20.26% |
$121K - $143K
|
28.6K
$1.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.53K+ 13.63% |
$114K - $135K
|
37.8K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.39K+ 8.54% |
$111K - $131K
|
55.9K
$1.99M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.28K+ 1691.7% |
$108K - $127K
|
4.53K
$161K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.27K+ 2.85% |
$107K - $127K
|
154K
$5.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
4.04K+ 4.05% |
$102K - $120K
|
104K
$3.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.68K+ 13.18% |
$92.5K - $109K
|
31.6K
$1.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.47K+ 11.4% |
$87.3K - $103K
|
33.9K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.42K+ 46.89% |
$86K - $102K
|
10.7K
$381K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.84K+ 1.79% |
$71.3K - $84.3K
|
161K
$5.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.74K+ 2.46% |
$69K - $81.6K
|
114K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.64K+ 0.48% |
$66.5K - $78.6K
|
557K
$19.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
2.62K+ 28.83% |
$65.9K - $77.9K
|
11.7K
$416K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.44K+ 30.97% |
$61.3K - $72.5K
|
10.3K
$367K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.43K+ 1.25% |
$61.1K - $72.2K
|
197K
$7.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
2.34KNew |
$58.8K - $69.5K
|
2.34K
$83.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.28K+ 13.17% |
$57.3K - $67.8K
|
19.6K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.19K+ 5.2% |
$55.1K - $65.2K
|
44.3K
$1.58M
|
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.14K+ 1.48% |
$53.7K - $63.6K
|
147K
$5.22M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.08K+ 25.69% |
$52.3K - $61.8K
|
10.2K
$362K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.06K+ 5.0% |
$51.8K - $61.2K
|
43.2K
$1.54M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
2.01K+ 174.8% |
$50.4K - $59.6K
|
3.15K
$112K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.88K+ 102.23% |
$47.2K - $55.9K
|
3.72K
$132K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.78KNew |
$44.7K - $52.9K
|
1.78K
$63.3K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.74K+ 20.31% |
$43.8K - $51.8K
|
10.3K
$367K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.5K+ 1.37% |
$37.7K - $44.6K
|
111K
$3.95M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.37KNew |
$34.6K - $40.9K
|
1.37K
$48.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
1.32K+ 0.27% |
$33.1K - $39.1K
|
497K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25K+ 13.56% |
$31.5K - $37.2K
|
10.5K
$373K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.25K+ 14.24% |
$31.4K - $37.1K
|
10K
$356K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.21K+ 6.88% |
$30.5K - $36K
|
18.8K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 6.91% |
$29.6K - $34.9K
|
18.2K
$646K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.17KNew |
$29.3K - $34.6K
|
1.17K
$41.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.16K+ 2.2% |
$29.2K - $34.5K
|
53.9K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.09K+ 9.2% |
$27.4K - $32.4K
|
12.9K
$460K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.08K+ 69.85% |
$27K - $32K
|
2.61K
$93K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.03K+ 330.65% |
$25.8K - $30.5K
|
1.34K
$47.5K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.03K+ 330.65% |
$25.8K - $30.5K
|
1.34K
$47.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.01K+ 1316.88% |
$25.5K - $30.2K
|
1.09K
$38.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
940+ 100.86% |
$23.6K - $28K
|
1.87K
$66.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
772+ 42.96% |
$19.4K - $23K
|
2.57K
$91.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
691+ 5.05% |
$17.4K - $20.6K
|
14.4K
$511K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
657+ 1.75% |
$16.5K - $19.5K
|
38.2K
$1.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
576+ 14.37% |
$14.5K - $17.1K
|
4.58K
$163K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
573New |
$14.4K - $17K
|
573
$20.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
569+ 3.12% |
$14.3K - $16.9K
|
18.8K
$668K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
495New |
$12.4K - $14.7K
|
495
$17.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
463+ 2.26% |
$11.6K - $13.8K
|
20.9K
$744K
|