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 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
110+ 0.17% |
$3.62K - $4.09K
|
66.3K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
109+ 0.69% |
$3.59K - $4.05K
|
15.9K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.29K - $3.72K
|
100
$3.65K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
95+ 1.12% |
$3.13K - $3.53K
|
8.58K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
85+ 34.41% |
$2.8K - $3.16K
|
332
$12.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
84+ 2.42% |
$2.77K - $3.12K
|
3.55K
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
83+ 0.82% |
$2.73K - $3.08K
|
10.2K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
82+ 1.13% |
$2.7K - $3.05K
|
7.31K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
76New |
$2.5K - $2.82K
|
76
$2.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
69+ 13.75% |
$2.27K - $2.56K
|
571
$20.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68+ 2.21% |
$2.24K - $2.53K
|
3.15K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
63+ 0.19% |
$2.07K - $2.34K
|
32.5K
$1.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
59New |
$1.94K - $2.19K
|
59
$2.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
56+ 0.28% |
$1.84K - $2.08K
|
19.8K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
56+ 1.12% |
$1.84K - $2.08K
|
5.06K
$185K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 0.35% |
$1.84K - $2.08K
|
16K
$583K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 280.0% |
$1.84K - $2.08K
|
76
$2.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
49+ 2.64% |
$1.61K - $1.82K
|
1.91K
$69.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
47New |
$1.55K - $1.75K
|
47
$1.71K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
44+ 0.35% |
$1.45K - $1.63K
|
12.5K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
40+ 0.36% |
$1.32K - $1.49K
|
11.2K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
35+ 0.06% |
$1.15K - $1.3K
|
57.2K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.25% |
$1.12K - $1.26K
|
13.5K
$491K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$1.05K - $1.19K
|
32
$1.17K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 1.4% |
$1.05K - $1.19K
|
2.32K
$84.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23+ 3.0% |
$757 - $854
|
790
$28.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22New |
$724 - $817
|
22
$802
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22+ 3.01% |
$724 - $817
|
754
$27.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
19+ 1.49% |
$625 - $706
|
1.3K
$47.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
19+ 0.17% |
$625 - $706
|
11K
$399K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19New |
$625 - $706
|
19
$693
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18+ 3.1% |
$593 - $669
|
599
$21.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16New |
$527 - $594
|
16
$583
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 2.92% |
$494 - $557
|
529
$19.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13+ 0.18% |
$428 - $483
|
7.4K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.6% |
$362 - $409
|
1.86K
$67.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 2.62% |
$296 - $334
|
352
$12.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 2.87% |
$263 - $297
|
287
$10.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 3.09% |
$263 - $297
|
267
$9.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6New |
$198 - $223
|
6
$219
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 3.05% |
$132 - $149
|
135
$4.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 2.27% |
$132 - $149
|
180
$6.56K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4+ 0.06% |
$132 - $149
|
7.23K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.88% |
$98.8 - $111
|
342
$12.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 2.52% |
$98.8 - $111
|
122
$4.45K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2New |
$65.8 - $74.3
|
2
$72.9
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1New |
$32.9 - $37.2
|
1
$36.5
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$32.9 - $37.2
|
9.69K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 2.75% |
$230 - $260
|
248
$9.04K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-23- 0.18% |
$757 - $854
|
12.6K
$461K
|