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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
641+ 3.26% |
$21.1K - $23.8K
|
20.3K
$722K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
619+ 255.79% |
$20.4K - $23K
|
861
$30.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
607+ 8.4% |
$20K - $22.6K
|
7.84K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
560New |
$18.4K - $20.8K
|
560
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
546+ 8.87% |
$18K - $20.3K
|
6.7K
$238K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
538New |
$17.7K - $20K
|
538
$19.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
519+ 1.77% |
$17.1K - $19.3K
|
29.8K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
501+ 1.76% |
$16.5K - $18.6K
|
28.9K
$1.03M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
482+ 3.41% |
$15.9K - $17.9K
|
14.6K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
466+ 1.27% |
$15.3K - $17.3K
|
37.1K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
463+ 3.87% |
$15.2K - $17.2K
|
12.4K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
461+ 0.24% |
$15.2K - $17.1K
|
192K
$6.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
426+ 3.0% |
$14K - $15.8K
|
14.6K
$521K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
384+ 0.19% |
$12.6K - $14.3K
|
208K
$7.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
376New |
$12.4K - $14K
|
376
$13.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
366+ 2.91% |
$12K - $13.6K
|
12.9K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
346New |
$11.4K - $12.9K
|
346
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
329+ 2.69% |
$10.8K - $12.2K
|
12.6K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
322New |
$10.6K - $12K
|
322
$11.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
321New |
$10.6K - $11.9K
|
321
$11.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
316+ 3.0% |
$10.4K - $11.7K
|
10.9K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
299New |
$9.84K - $11.1K
|
299
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
288+ 0.56% |
$9.48K - $10.7K
|
52K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
287+ 2.75% |
$9.45K - $10.7K
|
10.7K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
285+ 5.76% |
$9.38K - $10.6K
|
5.23K
$186K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
246+ 15.39% |
$8.1K - $9.14K
|
1.84K
$65.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
237+ 0.68% |
$7.8K - $8.8K
|
34.8K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
220+ 2.58% |
$7.24K - $8.17K
|
8.76K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
220+ 3.0% |
$7.24K - $8.17K
|
7.55K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
220New |
$7.24K - $8.17K
|
220
$7.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
215New |
$7.08K - $7.99K
|
215
$7.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
213+ 5.65% |
$7.01K - $7.91K
|
3.98K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
180+ 0.05% |
$5.93K - $6.69K
|
388K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
180+ 1.64% |
$5.93K - $6.69K
|
11.1K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
180+ 2.01% |
$5.93K - $6.69K
|
9.15K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
172New |
$5.66K - $6.39K
|
172
$6.12K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
158+ 0.62% |
$5.2K - $5.87K
|
25.7K
$914K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
142+ 1.09% |
$4.67K - $5.28K
|
13.2K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
119+ 1.4% |
$3.92K - $4.42K
|
8.6K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
112+ 18.89% |
$3.69K - $4.16K
|
705
$25.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
110+ 0.17% |
$3.62K - $4.09K
|
66.3K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
109+ 0.69% |
$3.59K - $4.05K
|
15.9K
$565K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.29K - $3.72K
|
100
$3.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
95+ 1.12% |
$3.13K - $3.53K
|
8.58K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
85+ 34.41% |
$2.8K - $3.16K
|
332
$11.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
84+ 2.42% |
$2.77K - $3.12K
|
3.55K
$126K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
83+ 0.82% |
$2.73K - $3.08K
|
10.2K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
82+ 1.13% |
$2.7K - $3.05K
|
7.31K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
76New |
$2.5K - $2.82K
|
76
$2.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
69+ 13.75% |
$2.27K - $2.56K
|
571
$20.3K
|