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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
30.6KNew |
$771K - $928K
|
30.6K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
17.6KNew |
$443K - $533K
|
17.6K
$584K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.23KNew |
$233K - $280K
|
9.23K
$306K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
9.13KNew |
$230K - $277K
|
9.13K
$303K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
7.41KNew |
$187K - $225K
|
7.41K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.32KNew |
$184K - $222K
|
7.32K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.83KNew |
$122K - $147K
|
4.83K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.84KNew |
$71.5K - $86.1K
|
2.84K
$94.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.68KNew |
$42.4K - $51K
|
1.68K
$55.8K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$28.1K - $33.8K
|
1.11K
$37K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.11KNew |
$28.1K - $33.8K
|
1.11K
$37K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
862New |
$21.7K - $26.2K
|
862
$28.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
762+ 1073.24% |
$19.2K - $23.1K
|
833
$27.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
291New |
$7.33K - $8.83K
|
291
$9.66K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
291+ 187.74% |
$7.33K - $8.83K
|
446
$14.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
273+ 27.83% |
$6.88K - $8.29K
|
1.25K
$41.6K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
214New |
$5.39K - $6.49K
|
214
$7.11K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
200New |
$5.04K - $6.07K
|
200
$6.64K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
175New |
$4.41K - $5.31K
|
175
$5.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
164+ 100.0% |
$4.13K - $4.98K
|
328
$10.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
110New |
$2.77K - $3.34K
|
110
$3.65K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
66+ 0.8% |
$1.66K - $2K
|
8.29K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4New |
$101 - $121
|
4
$133
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1New |
$25.2 - $30.4
|
1
$33.2
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
131K+ 4.33% |
$3.28M - $3.88M
|
3.15M
$104M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24.2KNew |
$609K - $721K
|
24.2K
$805K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.4K+ 77.06% |
$362K - $428K
|
33.1K
$1.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
13.3KNew |
$333K - $394K
|
13.3K
$440K
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
9.35K+ 7.56% |
$235K - $278K
|
133K
$4.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.88K+ 102.23% |
$47.2K - $55.9K
|
3.72K
$123K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.03K+ 330.65% |
$25.8K - $30.5K
|
1.34K
$44.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27+ 34.18% |
$679 - $803
|
106
$3.52K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
488KNew |
$13.7M - $15.9M
|
488K
$16.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
17.3KNew |
$487K - $563K
|
17.3K
$575K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$187K - $216K
|
6.64K
$221K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6KNew |
$169K - $195K
|
6K
$199K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1K+ 6.3% |
$28.1K - $32.5K
|
16.9K
$560K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
401+ 5.79% |
$11.3K - $13K
|
7.32K
$243K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
206New |
$5.79K - $6.7K
|
206
$6.84K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
166New |
$4.66K - $5.4K
|
166
$5.51K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
95New |
$2.67K - $3.09K
|
95
$3.15K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26New |
$731 - $846
|
26
$863
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.37% |
$56.2 - $65
|
536
$17.8K
|
|
| Q1 2022 | |||||||
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
227New |
$6.74K - $7.75K
|
227
$7.54K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
202New |
$6K - $6.89K
|
202
$6.71K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9New |
$267 - $307
|
9
$299
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
195+ 557.14% |
$6.15K - $6.64K
|
230
$7.64K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
140New |
$4.42K - $4.77K
|
140
$4.65K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
98New |
$3.09K - $3.34K
|
98
$3.25K
|
|