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 01, 2019
Q3 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-7.96KClosed |
$300K - $309K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Burleson & Company, LLC
|
SELL
|
- |
-6.91KClosed |
$260K - $268K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.06KClosed |
$77.7K - $80.2K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-746Closed |
$28.1K - $29K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-153Closed |
$5.76K - $5.94K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.74KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Atwood & Palmer Inc
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-162Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Whittier Trust CO
|
SELL
|
- |
-83Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-43.6KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-848Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-180Closed |
N/A
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-173Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-35- 97.22% |
N/A
|
1
$32.2
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
|
Jan 02, 2024
Q1 2019
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 20.0% |
N/A
|
40
$1.29K
|
|
| Q4 2018 | |||||||
|
Feb 20, 2019
Q4 2018
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-7.88KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-440Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-280Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-134Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-7.77KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.68KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-994Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Scotia Capital Inc.
|
SELL
|
- |
-514- 2.83% |
N/A
|
17.6K
$567K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-370Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-340Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-327Closed |
N/A
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Hartford Financial Management Inc.
|
SELL
|
- |
-63Closed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Marshall & Sullivan Inc
|
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Altium Wealth Management LLC
|
SELL
|
- |
-7.89KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.79KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.72KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-13.7KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.02K- 39.9% |
N/A
|
9.07K
$292K
|
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.08KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Sharkey, Howes & Javer
|
SELL
|
- |
-162Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Sciencast Management LP
|
SELL
|
- |
-6.69KClosed |
N/A
|
0
$0
|
|
| Q4 2016 | |||||||
|
Jun 28, 2018
Q4 2016
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|