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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
63New |
$1.95K - $2.08K
|
63
$2.26K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$1.24K - $1.32K
|
40
$1.43K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7New |
$216 - $232
|
7
$251
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
5+ 0.12% |
$155 - $165
|
4.35K
$156K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4New |
$124 - $132
|
4
$143
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.28% |
$61.8 - $66.2
|
158
$5.66K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 5.0% |
$30.9 - $33.1
|
21
$752
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
118KNew |
$3.46M - $3.78M
|
118K
$4.23M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.2KNew |
$1.44M - $1.57M
|
49.2K
$1.76M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.2KNew |
$621K - $679K
|
21.2K
$760K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$310K - $339K
|
10.6K
$380K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
7.41KNew |
$217K - $237K
|
7.41K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
6.72KNew |
$196K - $215K
|
6.72K
$240K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
6.68KNew |
$195K - $213K
|
6.68K
$239K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
4.07K+ 43.81% |
$119K - $130K
|
13.4K
$478K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$29.9K - $32.7K
|
1.02K
$36.6K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
954New |
$27.9K - $30.5K
|
954
$34.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
540New |
$15.8K - $17.3K
|
540
$19.3K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
126New |
$3.68K - $4.03K
|
126
$4.51K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21New |
$614 - $671
|
21
$752
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$439 - $480
|
15
$537
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
52.4KNew |
$1.32M - $1.59M
|
52.4K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
30.6KNew |
$771K - $928K
|
30.6K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
17.6KNew |
$443K - $533K
|
17.6K
$629K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.23KNew |
$233K - $280K
|
9.23K
$330K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
9.13KNew |
$230K - $277K
|
9.13K
$327K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
7.41KNew |
$187K - $225K
|
7.41K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.32KNew |
$184K - $222K
|
7.32K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.83KNew |
$122K - $147K
|
4.83K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.84KNew |
$71.5K - $86.1K
|
2.84K
$102K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.68KNew |
$42.4K - $51K
|
1.68K
$60.2K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$28.1K - $33.8K
|
1.11K
$39.9K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.11KNew |
$28.1K - $33.8K
|
1.11K
$39.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
862New |
$21.7K - $26.2K
|
862
$30.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
762+ 1073.24% |
$19.2K - $23.1K
|
833
$29.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
291New |
$7.33K - $8.83K
|
291
$10.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
291+ 187.74% |
$7.33K - $8.83K
|
446
$16K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
273+ 27.83% |
$6.88K - $8.29K
|
1.25K
$44.9K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
214New |
$5.39K - $6.49K
|
214
$7.66K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
200New |
$5.04K - $6.07K
|
200
$7.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
175New |
$4.41K - $5.31K
|
175
$6.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
164+ 100.0% |
$4.13K - $4.98K
|
328
$11.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
110New |
$2.77K - $3.34K
|
110
$3.94K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
66+ 0.8% |
$1.66K - $2K
|
8.29K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4New |
$101 - $121
|
4
$143
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1New |
$25.2 - $30.4
|
1
$35.8
|
|
|
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
$113M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24.2KNew |
$609K - $721K
|
24.2K
$868K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.4K+ 77.06% |
$362K - $428K
|
33.1K
$1.18M
|
|