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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-752- 3.83% |
$24.8K - $27.9K
|
18.9K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-765- 7.62% |
$25.2K - $28.4K
|
9.27K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-775- 2.11% |
$25.5K - $28.8K
|
36K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-813- 9.48% |
$26.8K - $30.2K
|
7.77K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-850- 4.0% |
$28K - $31.6K
|
20.4K
$744K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-890- 13.81% |
$29.3K - $33.1K
|
5.56K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-997- 6.23% |
$32.8K - $37K
|
15K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.01K- 0.98% |
$33.2K - $37.5K
|
102K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 87.59% |
$34.4K - $38.8K
|
148
$5.39K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.1K- 7.33% |
$36.2K - $40.9K
|
13.9K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.12K- 2.65% |
$36.7K - $41.4K
|
41K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 0.17% |
$38.2K - $43.1K
|
699K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.18K- 13.87% |
$38.7K - $43.7K
|
7.31K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-1.37K- 3.06% |
$45K - $50.7K
|
43.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.44K- 2.35% |
$47.5K - $53.6K
|
60K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 20.44% |
$48.7K - $54.9K
|
5.76K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.48K- 1.08% |
$48.7K - $55K
|
136K
$4.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.65K- 2.85% |
$54.3K - $61.3K
|
56.3K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.68K- 24.19% |
$55.3K - $62.4K
|
5.27K
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.81K- 0.81% |
$59.5K - $67.1K
|
220K
$8.03M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 0.22% |
$65K - $73.4K
|
898K
$32.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.1K- 1.55% |
$69K - $77.8K
|
133K
$4.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.31K- 4.43% |
$75.9K - $85.6K
|
49.7K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.33K- 18.72% |
$76.7K - $86.6K
|
10.1K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.48K- 18.11% |
$81.5K - $92K
|
11.2K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.59K- 11.66% |
$85.2K - $96.1K
|
19.6K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.65K- 5.79% |
$87.3K - $98.5K
|
43.1K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 0.53% |
$91.6K - $103K
|
523K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.85K- 3.12% |
$93.7K - $106K
|
88.3K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.26K- 3.04% |
$107K - $121K
|
104K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3.69K- 18.5% |
$121K - $137K
|
16.3K
$593K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.74K- 1.64% |
$123K - $139K
|
225K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.76K- 17.86% |
$124K - $140K
|
17.3K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.89K- 36.26% |
$128K - $145K
|
6.84K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.05K- 17.46% |
$133K - $150K
|
19.1K
$698K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.51K- 30.53% |
$148K - $167K
|
10.3K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.56K- 2.77% |
$150K - $169K
|
160K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.84K- 10.06% |
$159K - $180K
|
43.3K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-4.86K- 3.67% |
$160K - $181K
|
128K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.94K- 0.33% |
$162K - $183K
|
1.5M
$54.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.15K- 30.75% |
$170K - $191K
|
11.6K
$423K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.29K- 6.1% |
$174K - $197K
|
81.5K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.29K- 1.43% |
$174K - $197K
|
366K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.36K- 1.21% |
$176K - $199K
|
437K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.64K- 8.65% |
$186K - $210K
|
59.6K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.7K- 88.62% |
$188K - $212K
|
732
$26.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.83K- 1.92% |
$192K - $217K
|
299K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.96K- 28.8% |
$196K - $221K
|
14.7K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.23K- 3.52% |
$205K - $232K
|
171K
$6.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.25K- 37.49% |
$206K - $232K
|
10.4K
$380K
|