Purchases and Sales Made in Q4 2024 in Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.2K+ 5.23% |
$72.5K - $81.8K
|
44.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.16KNew |
$70.9K - $80.1K
|
2.16K
$76.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.05K+ 1.43% |
$67.4K - $76.1K
|
145K
$5.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.99K+ 20.55% |
$65.5K - $73.9K
|
11.7K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.93K+ 5.98% |
$63.7K - $71.8K
|
34.3K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.87K+ 383.2% |
$61.6K - $69.5K
|
2.36K
$83.9K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.77K+ 16.26% |
$58.2K - $65.6K
|
12.6K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.75K+ 10.63% |
$57.5K - $64.9K
|
18.2K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.74K+ 11.23% |
$57.3K - $64.7K
|
17.3K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.72KNew |
$56.8K - $64K
|
1.72K
$61.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.7K+ 6.52% |
$55.8K - $63K
|
27.7K
$986K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.68K+ 23.11% |
$55.4K - $62.5K
|
8.96K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.58K+ 1136.69% |
$52K - $58.7K
|
1.72K
$61.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.58K+ 21.31% |
$51.9K - $58.5K
|
8.97K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.56KNew |
$51.3K - $57.8K
|
1.56K
$55.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.53K+ 0.57% |
$50.4K - $56.8K
|
272K
$9.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.42K+ 3.35% |
$46.8K - $52.8K
|
43.8K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 562.4% |
$46.3K - $52.2K
|
1.66K
$58.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 25.25% |
$45.6K - $51.5K
|
6.87K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.36KNew |
$44.8K - $50.5K
|
1.36K
$48.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.34K+ 20.59% |
$44.1K - $49.8K
|
7.85K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.1K+ 5.18% |
$36.2K - $40.8K
|
22.3K
$794K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.06K+ 2.49% |
$34.9K - $39.4K
|
43.6K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.06KNew |
$34.9K - $39.3K
|
1.06K
$37.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.04K+ 1.38% |
$34.4K - $38.8K
|
76.5K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.01K+ 0.53% |
$33.2K - $37.4K
|
191K
$6.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
989+ 5.71% |
$32.6K - $36.7K
|
18.3K
$651K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
967+ 3.43% |
$31.8K - $35.9K
|
29.2K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
954New |
$31.4K - $35.4K
|
954
$33.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
944+ 112.51% |
$31.1K - $35.1K
|
1.78K
$63.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
941New |
$31K - $35K
|
941
$33.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
923+ 4.6% |
$30.4K - $34.3K
|
21K
$746K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
916+ 1.74% |
$30.2K - $34K
|
53.4K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
910New |
$30K - $33.8K
|
910
$32.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
907+ 10.04% |
$29.9K - $33.7K
|
9.94K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
907New |
$29.9K - $33.7K
|
907
$32.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
882New |
$29K - $32.8K
|
882
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
838+ 0.49% |
$27.6K - $31.1K
|
173K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
772+ 1.99% |
$25.4K - $28.7K
|
39.6K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
769+ 6.37% |
$25.3K - $28.6K
|
12.8K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
765New |
$25.2K - $28.4K
|
765
$27.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
739+ 3.38% |
$24.3K - $27.5K
|
22.6K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
737+ 1842.5% |
$24.3K - $27.4K
|
777
$27.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
722New |
$23.8K - $26.8K
|
722
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
719+ 3.85% |
$23.7K - $26.7K
|
19.4K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
712+ 9.2% |
$23.4K - $26.5K
|
8.46K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
681+ 1.85% |
$22.4K - $25.3K
|
37.5K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
661+ 0.48% |
$21.8K - $24.6K
|
138K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
652+ 1481.82% |
$21.5K - $24.2K
|
696
$24.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
651+ 6.74% |
$21.4K - $24.2K
|
10.3K
$366K
|