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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22.6K+ 34.58% |
$762K - $853K
|
88K
$2.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
20.9K+ 2.5% |
$703K - $787K
|
854K
$28.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.3KNew |
$685K - $767K
|
20.3K
$676K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
20K+ 4.76% |
$672K - $753K
|
439K
$14.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7KNew |
$662K - $741K
|
19.7K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19.1K+ 2.66% |
$643K - $720K
|
737K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
19KNew |
$641K - $718K
|
19K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.7KNew |
$629K - $705K
|
18.7K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.6K+ 102.33% |
$626K - $701K
|
36.8K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18KNew |
$604K - $677K
|
18K
$596K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
17.7K+ 5.02% |
$597K - $668K
|
371K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.6K+ 103.52% |
$593K - $664K
|
34.6K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17.1K+ 25.94% |
$574K - $643K
|
82.8K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
16.5K+ 2.36% |
$556K - $623K
|
716K
$23.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
16.1K+ 2.23% |
$541K - $605K
|
735K
$24.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15.7K+ 61.11% |
$530K - $593K
|
41.5K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.7K+ 12.72% |
$529K - $592K
|
139K
$4.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
15.5K+ 5.38% |
$523K - $586K
|
305K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
15.4K+ 2.25% |
$518K - $580K
|
700K
$23.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9K+ 214.67% |
$502K - $562K
|
21.9K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.6K+ 35.11% |
$490K - $549K
|
56K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.2K+ 14.9% |
$479K - $536K
|
110K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.2K+ 67.79% |
$476K - $534K
|
35K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
14K+ 3.92% |
$471K - $527K
|
371K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13.9K+ 2.22% |
$467K - $523K
|
639K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.7K+ 31.38% |
$462K - $518K
|
57.5K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.9K+ 3.71% |
$435K - $487K
|
360K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.6K+ 225.33% |
$426K - $477K
|
18.2K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.5K+ 0.87% |
$422K - $472K
|
1.46M
$48.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.5KNew |
$419K - $470K
|
12.5K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.3K+ 3.32% |
$413K - $463K
|
382K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12.2K+ 5.66% |
$412K - $461K
|
228K
$7.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.2K+ 138.39% |
$411K - $460K
|
21K
$698K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.1K+ 16.28% |
$408K - $457K
|
86.6K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$407K - $455K
|
12.1K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11.8K+ 4.42% |
$398K - $446K
|
280K
$9.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.7K+ 4.17% |
$392K - $439K
|
291K
$9.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$382K - $428K
|
11.4K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11.2KNew |
$375K - $420K
|
11.2K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
10.8K+ 1.96% |
$365K - $409K
|
563K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 324.83% |
$358K - $401K
|
13.9K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
10.3K+ 15.49% |
$348K - $390K
|
77.1K
$2.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.1K+ 1.61% |
$340K - $381K
|
636K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.98KNew |
$336K - $376K
|
9.98K
$332K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.95K+ 13.46% |
$335K - $375K
|
83.9K
$2.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
9.86K+ 4.22% |
$332K - $372K
|
243K
$8.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.8K+ 51.57% |
$330K - $370K
|
28.8K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.75K+ 81.1% |
$328K - $367K
|
21.8K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.73K+ 1.0% |
$327K - $367K
|
980K
$32.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.67K+ 7.28% |
$326K - $365K
|
142K
$4.73M
|