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 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2- 0.32% |
$50.4 - $60.7
|
614
$21.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.01% |
$50.4 - $60.7
|
25.7K
$913K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5- 0.43% |
$126 - $152
|
1.16K
$41.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-25- 0.77% |
$630 - $759
|
3.22K
$114K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-32- 19.28% |
$806 - $971
|
134
$4.77K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-35- 0.3% |
$882 - $1.06K
|
11.7K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36- 0.24% |
$907 - $1.09K
|
14.9K
$529K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-38- 13.77% |
$958 - $1.15K
|
238
$8.46K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-43- 0.5% |
$1.08K - $1.31K
|
8.6K
$306K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 64.71% |
$1.39K - $1.67K
|
30
$1.07K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-145- 0.77% |
$3.65K - $4.4K
|
18.8K
$668K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-171- 34.55% |
$4.31K - $5.19K
|
324
$11.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-185- 28.2% |
$4.66K - $5.61K
|
471
$16.7K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-211- 10.5% |
$5.32K - $6.4K
|
1.8K
$64K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-240- 63.16% |
$6.05K - $7.28K
|
140
$4.98K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-246- 1.01% |
$6.2K - $7.47K
|
24.2K
$860K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-276Closed |
$6.96K - $8.38K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-348- 1.64% |
$8.77K - $10.6K
|
20.9K
$743K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-433- 1.9% |
$10.9K - $13.1K
|
22.4K
$797K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-469- 4.41% |
$11.8K - $14.2K
|
10.2K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-476- 2.85% |
$12K - $14.4K
|
16.2K
$578K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-493- 0.61% |
$12.4K - $15K
|
80.7K
$2.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-501- 10.93% |
$12.6K - $15.2K
|
4.08K
$145K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-508- 1.3% |
$12.8K - $15.4K
|
38.6K
$1.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-564- 5.33% |
$14.2K - $17.1K
|
10K
$356K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-626- 0.43% |
$15.8K - $19K
|
143K
$5.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-661- 0.28% |
$16.7K - $20.1K
|
232K
$8.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-696- 3.7% |
$17.5K - $21.1K
|
18.1K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-734- 3.17% |
$18.5K - $22.3K
|
22.4K
$798K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-736- 8.29% |
$18.5K - $22.3K
|
8.14K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-747- 39.78% |
$18.8K - $22.7K
|
1.13K
$40.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-793- 4.85% |
$20K - $24.1K
|
15.6K
$553K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-977- 31.0% |
$24.6K - $29.7K
|
2.18K
$77.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.01K- 3.01% |
$25.4K - $30.6K
|
32.5K
$1.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.01K- 92.94% |
$25.6K - $30.8K
|
77
$2.74K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.04K- 2.37% |
$26.3K - $31.7K
|
42.9K
$1.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.12K- 0.43% |
$28.2K - $33.9K
|
259K
$9.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.2K- 15.74% |
$30.3K - $36.5K
|
6.43K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 3.97% |
$30.4K - $36.6K
|
29.1K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 0.03% |
$30.5K - $36.8K
|
3.67M
$131M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.39K- 3.23% |
$34.9K - $42.1K
|
41.5K
$1.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.39K- 13.4% |
$35K - $42.1K
|
8.96K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.43K- 4.74% |
$36.1K - $43.5K
|
28.8K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.46K- 5.04% |
$36.8K - $44.3K
|
27.5K
$979K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.49K- 13.06% |
$37.6K - $45.3K
|
9.95K
$354K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 0.3% |
$40.7K - $49K
|
536K
$19.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.71K- 15.53% |
$43K - $51.8K
|
9.29K
$330K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-1.75K- 66.95% |
$44.1K - $53.1K
|
864
$30.7K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 17.14% |
$46.3K - $55.7K
|
8.88K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.01K- 10.67% |
$50.6K - $60.9K
|
16.8K
$598K
|