Latest Institutional Purchases of Schwab Fundamental Intl Large (FNDF)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
5.72KNew |
$187K - $204K
|
5.72K
$205K
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.62KNew |
$183K - $200K
|
5.62K
$201K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.23K+ 41.99% |
$170K - $186K
|
17.7K
$633K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.68K+ 38.86% |
$153K - $167K
|
16.7K
$599K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.69K+ 3.06% |
$54.9K - $60.1K
|
56.7K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.57KNew |
$51.2K - $56K
|
1.57K
$56.3K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.55KNew |
$50.4K - $55.2K
|
1.55K
$55.4K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.5KNew |
$48.9K - $53.5K
|
1.5K
$53.7K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.44KNew |
$47K - $51.4K
|
1.44K
$51.6K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.42K+ 372.63% |
$46.1K - $50.5K
|
1.8K
$64.3K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
991New |
$32.3K - $35.3K
|
991
$35.5K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
965New |
$31.4K - $34.4K
|
965
$34.6K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
867New |
$28.3K - $30.9K
|
867
$31K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
642New |
$20.9K - $22.9K
|
642
$23K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
446+ 0.6% |
$14.5K - $15.9K
|
74.7K
$2.67M
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
401New |
$13.1K - $14.3K
|
401
$14.4K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
247New |
$8.05K - $8.81K
|
247
$8.85K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
246New |
$8.02K - $8.77K
|
246
$8.81K
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
218+ 19.04% |
$7.1K - $7.77K
|
1.36K
$48.8K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
209New |
$6.81K - $7.45K
|
209
$7.48K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200+ 33.61% |
$6.52K - $7.13K
|
795
$28.5K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
168New |
$5.48K - $5.99K
|
168
$6.02K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
132New |
$4.3K - $4.71K
|
132
$4.73K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
119New |
$3.88K - $4.24K
|
119
$4.26K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
88+ 18.68% |
$2.87K - $3.14K
|
559
$20K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
81New |
$2.64K - $2.89K
|
81
$2.9K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
58New |
$1.89K - $2.07K
|
58
$2.08K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.04% |
$130 - $143
|
10.4K
$371K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
482KNew |
$14.6M - $16.3M
|
482K
$17.2M
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.5KNew |
$377K - $421K
|
12.5K
$447K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10.9KNew |
$330K - $368K
|
10.9K
$391K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.54KNew |
$258K - $288K
|
8.54K
$306K
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
8.34KNew |
$252K - $282K
|
8.34K
$299K
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.04KNew |
$213K - $238K
|
7.04K
$252K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
6.52K+ 585.37% |
$197K - $220K
|
7.64K
$273K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.38K+ 6.85% |
$163K - $182K
|
84K
$3.01M
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.04KNew |
$122K - $136K
|
4.04K
$145K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.11KNew |
$63.8K - $71.3K
|
2.11K
$75.6K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.79KNew |
$54K - $60.3K
|
1.79K
$64K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.49KNew |
$45.1K - $50.4K
|
1.49K
$53.5K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.1KNew |
$33.4K - $37.3K
|
1.1K
$39.5K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.08KNew |
$32.6K - $36.4K
|
1.08K
$38.6K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.01KNew |
$30.7K - $34.2K
|
1.01K
$36.3K
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
890New |
$26.9K - $30.1K
|
890
$31.9K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
762New |
$23K - $25.7K
|
762
$27.3K
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
725New |
$21.9K - $24.5K
|
725
$26K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
627+ 277.43% |
$19K - $21.2K
|
853
$30.5K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
479New |
$14.5K - $16.2K
|
479
$17.2K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
440+ 0.47% |
$13.3K - $14.9K
|
94.6K
$3.39M
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$12.6K
|