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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-83.5K- 91.81% |
$4.53M - $5.01M
|
7.44K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-72.2K- 84.72% |
$3.92M - $4.33M
|
13K
$415K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-71K- 77.25% |
$3.85M - $4.26M
|
20.9K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-52.9K- 48.06% |
$2.87M - $3.17M
|
57.1K
$1.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-34.3K- 21.13% |
$1.86M - $2.06M
|
128K
$4.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-25.5K- 19.69% |
$1.38M - $1.53M
|
104K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.6K- 2.41% |
$1.17M - $1.3M
|
872K
$27.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 13.32% |
$1.06M - $1.17M
|
127K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.3K- 44.11% |
$992K - $1.1M
|
23.2K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.2K- 2.62% |
$986K - $1.09M
|
675K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-16.9K- 4.97% |
$914K - $1.01M
|
322K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.2K- 52.18% |
$879K - $972K
|
14.8K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.8K- 64.83% |
$804K - $890K
|
8.04K
$256K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 25.03% |
$602K - $665K
|
33.2K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.4K- 73.84% |
$566K - $626K
|
3.7K
$118K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.3K- 46.86% |
$557K - $616K
|
11.7K
$371K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9.69K- 0.92% |
$526K - $581K
|
1.04M
$33.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.01K- 18.35% |
$434K - $480K
|
35.6K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.72K- 29.46% |
$419K - $463K
|
18.5K
$589K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.45K- 2.99% |
$404K - $447K
|
242K
$7.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.93K- 13.64% |
$376K - $416K
|
43.9K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.76K- 14.31% |
$367K - $406K
|
40.5K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.68K- 5.64% |
$362K - $401K
|
112K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.51K- 30.77% |
$353K - $390K
|
14.6K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.38K- 1.39% |
$346K - $383K
|
452K
$14.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.99K- 33.25% |
$325K - $360K
|
12K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.78K- 17.04% |
$314K - $347K
|
28.2K
$898K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.83K- 1.93% |
$262K - $290K
|
245K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.55K- 11.89% |
$247K - $273K
|
33.7K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.42K- 2.63% |
$240K - $265K
|
163K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.33K- 5.78% |
$235K - $260K
|
70.5K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.09K- 1.12% |
$222K - $245K
|
360K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.58K- 9.23% |
$194K - $215K
|
35.2K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.45K- 2.66% |
$187K - $207K
|
126K
$4.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.43K- 2.99% |
$186K - $206K
|
111K
$3.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-3.38K- 0.64% |
$183K - $203K
|
529K
$16.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-3.32K- 3.95% |
$180K - $199K
|
80.6K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.24K- 29.53% |
$176K - $194K
|
7.74K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.21K- 10.64% |
$174K - $193K
|
27K
$860K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.9K- 32.39% |
$157K - $174K
|
6.04K
$193K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.71K- 5.62% |
$147K - $163K
|
45.5K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.55K- 2.37% |
$139K - $153K
|
105K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.54K- 11.12% |
$138K - $152K
|
20.3K
$646K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.08K- 2.17% |
$113K - $125K
|
93.8K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.9K- 4.5% |
$103K - $114K
|
40.4K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 6.78% |
$75.7K - $83.8K
|
19.2K
$611K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.27K- 3.79% |
$68.9K - $76.2K
|
32.3K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.13K- 7.18% |
$61.2K - $67.6K
|
14.6K
$464K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.12K- 2.38% |
$60.8K - $67.2K
|
46K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.11K- 2.62% |
$60.4K - $66.8K
|
41.4K
$1.32M
|