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 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-101- 0.56% |
$3.32K - $3.75K
|
18.1K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-112- 0.65% |
$3.69K - $4.16K
|
17.2K
$610K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-113- 0.78% |
$3.72K - $4.2K
|
14.4K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-126- 0.54% |
$4.15K - $4.68K
|
23.1K
$820K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-126- 0.84% |
$4.15K - $4.68K
|
14.9K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-127- 1.55% |
$4.18K - $4.72K
|
8.05K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-130- 1.95% |
$4.28K - $4.83K
|
6.53K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-130- 0.55% |
$4.28K - $4.83K
|
23.3K
$830K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-142- 1.48% |
$4.67K - $5.28K
|
9.43K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-158- 11.37% |
$5.2K - $5.87K
|
1.23K
$43.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-175- 2.03% |
$5.76K - $6.5K
|
8.47K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-218- 0.96% |
$7.18K - $8.1K
|
22.5K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-222- 0.7% |
$7.31K - $8.25K
|
31.5K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-228- 0.58% |
$7.51K - $8.47K
|
39.2K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-240- 1.44% |
$7.9K - $8.92K
|
16.4K
$584K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-242- 0.11% |
$7.97K - $8.99K
|
213K
$7.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-244- 1.2% |
$8.03K - $9.06K
|
20.1K
$715K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-246- 0.85% |
$8.1K - $9.14K
|
28.6K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-282- 3.83% |
$9.28K - $10.5K
|
7.09K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-310- 0.31% |
$10.2K - $11.5K
|
99.8K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-314- 3.28% |
$10.3K - $11.7K
|
9.26K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-387- 5.89% |
$12.7K - $14.4K
|
6.18K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-392- 5.47% |
$12.9K - $14.6K
|
6.78K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-442- 1.98% |
$14.6K - $16.4K
|
21.9K
$777K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-471- 60.62% |
$15.5K - $17.5K
|
306
$10.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-513- 4.09% |
$16.9K - $19.1K
|
12K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-561- 5.62% |
$18.5K - $20.8K
|
9.42K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-565- 57.3% |
$18.6K - $21K
|
421
$15K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-620- 6.07% |
$20.4K - $23K
|
9.59K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-713- 10.51% |
$23.5K - $26.5K
|
6.07K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-713- 0.18% |
$23.5K - $26.5K
|
396K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-730- 7.9% |
$24K - $27.1K
|
8.52K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-731- 6.86% |
$24.1K - $27.2K
|
9.92K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-736- 6.3% |
$24.2K - $27.3K
|
10.9K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-742- 33.97% |
$24.4K - $27.6K
|
1.44K
$51.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-745- 2.21% |
$24.5K - $27.7K
|
33K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-752- 3.83% |
$24.8K - $27.9K
|
18.9K
$672K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-765- 7.62% |
$25.2K - $28.4K
|
9.27K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-775- 2.11% |
$25.5K - $28.8K
|
36K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-813- 9.48% |
$26.8K - $30.2K
|
7.77K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-850- 4.0% |
$28K - $31.6K
|
20.4K
$726K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-890- 13.81% |
$29.3K - $33.1K
|
5.56K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-997- 6.23% |
$32.8K - $37K
|
15K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.01K- 0.98% |
$33.2K - $37.5K
|
102K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 87.59% |
$34.4K - $38.8K
|
148
$5.26K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.1K- 7.33% |
$36.2K - $40.9K
|
13.9K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.12K- 2.65% |
$36.7K - $41.4K
|
41K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 0.17% |
$38.2K - $43.1K
|
699K
$24.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.18K- 13.87% |
$38.7K - $43.7K
|
7.31K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-1.37K- 3.06% |
$45K - $50.7K
|
43.3K
$1.54M
|