Purchases and Sales Made in Q4 2022 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
12.7KNew |
$321K - $387K
|
12.7K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.3KNew |
$309K - $372K
|
12.3K
$436K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
12.1KNew |
$305K - $368K
|
12.1K
$431K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12K+ 69.97% |
$303K - $364K
|
29.2K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12KNew |
$301K - $363K
|
12K
$425K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
11.9KNew |
$301K - $362K
|
11.9K
$424K
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
11.3K+ 3.99% |
$286K - $344K
|
296K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.2K+ 21.82% |
$283K - $340K
|
62.6K
$2.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
10.7K+ 3.48% |
$269K - $324K
|
318K
$11.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
9.93K+ 36.61% |
$250K - $301K
|
37.1K
$1.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.23KNew |
$233K - $280K
|
9.23K
$328K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.18KNew |
$231K - $278K
|
9.18K
$326K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
9.13KNew |
$230K - $277K
|
9.13K
$325K
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
8.66K+ 22.28% |
$218K - $263K
|
47.5K
$1.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.02K+ 1.26% |
$202K - $243K
|
644K
$22.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.68K+ 4.92% |
$194K - $233K
|
164K
$5.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.5KNew |
$189K - $228K
|
7.5K
$267K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
7.41KNew |
$187K - $225K
|
7.41K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.4K+ 4.72% |
$187K - $225K
|
164K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.4KNew |
$186K - $225K
|
7.4K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
7.35KNew |
$185K - $223K
|
7.35K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.32KNew |
$184K - $222K
|
7.32K
$260K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.31K+ 1.44% |
$184K - $222K
|
516K
$18.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.31KNew |
$184K - $222K
|
7.31K
$260K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.26KNew |
$183K - $220K
|
7.26K
$258K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.23K+ 7.28% |
$182K - $219K
|
107K
$3.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.12K+ 52.77% |
$180K - $216K
|
20.6K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.05KNew |
$178K - $214K
|
7.05K
$251K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
7.03K+ 6.77% |
$177K - $213K
|
111K
$3.94M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.03K+ 12.74% |
$177K - $213K
|
62.2K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.99K+ 10.46% |
$176K - $212K
|
73.8K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.94KNew |
$175K - $211K
|
6.94K
$247K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.88K+ 25.63% |
$173K - $209K
|
33.7K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.63K+ 72.78% |
$167K - $201K
|
15.7K
$560K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.32K+ 4.38% |
$159K - $192K
|
151K
$5.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
6.16K+ 69.75% |
$155K - $187K
|
15K
$533K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.55K+ 14.53% |
$140K - $168K
|
43.7K
$1.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.4K+ 3.36% |
$136K - $164K
|
166K
$5.91M
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.29K+ 1.82% |
$133K - $161K
|
296K
$10.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.87K+ 71.31% |
$123K - $148K
|
11.7K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.83KNew |
$122K - $147K
|
4.83K
$172K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.24K+ 24.21% |
$107K - $129K
|
21.8K
$774K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
4.18KNew |
$105K - $127K
|
4.18K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.17K+ 9.41% |
$105K - $127K
|
48.5K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.11K+ 39.15% |
$103K - $125K
|
14.6K
$519K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.07K+ 34.94% |
$102K - $123K
|
15.7K
$558K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.72K+ 14.56% |
$93.8K - $113K
|
29.3K
$1.04M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.63K+ 49.62% |
$91.4K - $110K
|
10.9K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.31K+ 5.92% |
$83.3K - $100K
|
59.2K
$2.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3K+ 116.78% |
$75.6K - $91.1K
|
5.57K
$198K
|