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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.65KClosed |
$184K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 22.11% |
$78.2K - $87.3K
|
5.45K
$162K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.5KClosed |
$75.8K - $84.8K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-415Closed |
$21K - $23.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-312Closed |
$15.8K - $17.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-179Closed |
$9.05K - $10.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-94Closed |
$4.75K - $5.31K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-90Closed |
$4.55K - $5.09K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-76Closed |
$3.84K - $4.29K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-56Closed |
$2.83K - $3.16K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-56Closed |
$2.83K - $3.16K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-40- 26.49% |
$2.02K - $2.26K
|
111
$3.31K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-32Closed |
$1.62K - $1.81K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-23Closed |
$1.16K - $1.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-7Closed |
$354 - $396
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-30.2KClosed |
$1.58M - $1.75M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.64KClosed |
$243K - $268K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-882Closed |
$46.1K - $51K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-689Closed |
$36K - $39.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-360Closed |
$18.8K - $20.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-257Closed |
$13.4K - $14.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-228Closed |
$11.9K - $13.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-75Closed |
$3.92K - $4.33K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64Closed |
$3.35K - $3.7K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-47Closed |
$2.46K - $2.72K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-7.71KClosed |
$389K - $423K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1.28KClosed |
$64.3K - $70K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-992Closed |
$50K - $54.5K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-715Closed |
$36K - $39.3K
|
0
$0
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-698Closed |
$35.2K - $38.3K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-263Closed |
$13.3K - $14.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-101Closed |
$5.09K - $5.54K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-30- 49.18% |
$1.51K - $1.65K
|
31
$925
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-14Closed |
$706 - $769
|
0
$0
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-22.8KClosed |
$1.15M - $1.28M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.7KClosed |
$288K - $319K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.61KClosed |
$233K - $259K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.5KClosed |
$126K - $140K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.61KClosed |
$81.2K - $90K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-232- 95.87% |
$11.7K - $13K
|
10
$298
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-102Closed |
$5.15K - $5.72K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-49Closed |
$2.48K - $2.75K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.54KClosed |
$65.4K - $82.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-358Closed |
$15.2K - $19.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-259Closed |
$11K - $13.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-106Closed |
$4.49K - $5.66K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-62.6KClosed |
$2.1M - $2.69M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.82KClosed |
$229K - $294K
|
0
$0
|
|