Latest Institutional Sells of Schwab Fundamental U S Small C (FNDA)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Small C (FNDA) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-185K- 54.84% |
$9.71M - $10.6M
|
153K
$8.33M
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-121K- 54.1% |
$6.34M - $6.91M
|
103K
$5.61M
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-51.2K- 4.58% |
$2.68M - $2.92M
|
1.07M
$58.1M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.5K- 65.92% |
$2.64M - $2.88M
|
26.1K
$1.42M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-45.4K- 21.21% |
$2.38M - $2.59M
|
169K
$9.19M
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-19.9K- 1.59% |
$1.04M - $1.14M
|
1.23M
$67.1M
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-17.9K- 77.94% |
$938K - $1.02M
|
5.07K
$277K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.2K- 32.68% |
$743K - $809K
|
29.2K
$1.59M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.6K- 73.29% |
$660K - $719K
|
4.59K
$250K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.6K- 9.25% |
$610K - $664K
|
114K
$6.23M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 12.15% |
$536K - $584K
|
74K
$4.04M
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.34K- 3.41% |
$489K - $533K
|
265K
$14.4M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.45K- 91.91% |
$442K - $482K
|
743
$40.5K
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-8.4K- 9.1% |
$440K - $479K
|
84K
$4.58M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.66K- 94.79% |
$401K - $437K
|
421
$23K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.41K- 11.64% |
$336K - $366K
|
48.7K
$2.65M
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4.92K- 41.14% |
$258K - $281K
|
7.04K
$384K
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-4.57K- 0.86% |
$239K - $261K
|
527K
$28.8M
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.23K- 5.28% |
$222K - $241K
|
76K
$4.14M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.17K- 33.95% |
$218K - $238K
|
8.11K
$442K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.97K- 21.67% |
$208K - $226K
|
14.3K
$782K
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.76K- 37.29% |
$197K - $214K
|
6.32K
$345K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.85K- 35.38% |
$149K - $163K
|
5.21K
$284K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.66K- 12.94% |
$139K - $152K
|
17.9K
$977K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.59K- 22.3% |
$136K - $148K
|
9.03K
$492K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.35K- 1.49% |
$123K - $134K
|
155K
$8.46M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.31K- 1.38% |
$121K - $132K
|
165K
$9.01M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.11K- 3.96% |
$110K - $120K
|
51.1K
$2.79M
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.06K- 22.71% |
$108K - $117K
|
6.99K
$381K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.97K- 6.85% |
$103K - $112K
|
26.7K
$1.46M
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.81K- 1.9% |
$94.6K - $103K
|
93.5K
$5.1M
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.81K- 92.09% |
$94.5K - $103K
|
155
$8.45K
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.77K- 2.15% |
$92.6K - $101K
|
80.3K
$4.38M
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.59K- 6.31% |
$83.3K - $90.7K
|
23.6K
$1.29M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.59K- 26.87% |
$83.1K - $90.5K
|
4.32K
$236K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.58K- 9.83% |
$82.9K - $90.3K
|
14.5K
$792K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.46K- 2.98% |
$76.6K - $83.5K
|
47.6K
$2.6M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.46K- 25.69% |
$76.2K - $83K
|
4.21K
$230K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.3K- 7.36% |
$68.1K - $74.1K
|
16.4K
$892K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.16K- 3.83% |
$60.5K - $65.9K
|
29K
$1.58M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-962- 6.03% |
$50.4K - $54.9K
|
15K
$818K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-888- 0.79% |
$46.5K - $50.6K
|
112K
$6.1M
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-879- 16.57% |
$46K - $50.1K
|
4.43K
$241K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-828- 19.88% |
$43.3K - $47.2K
|
3.34K
$182K
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-720- 10.32% |
$37.7K - $41.1K
|
6.26K
$341K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-638- 18.23% |
$33.4K - $36.4K
|
2.86K
$156K
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-603- 0.17% |
$31.6K - $34.4K
|
348K
$19M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-568- 51.82% |
$29.7K - $32.4K
|
528
$28.8K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-544- 44.16% |
$28.5K - $31K
|
688
$37.5K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-529- 21.88% |
$27.7K - $30.2K
|
1.89K
$103K
|