Latest Institutional Sells of Schwab Fundamental Intl Small (FNDC)
This list provides information on the latest institutional transactions involving Schwab Fundamental Intl Small (FNDC) 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 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.72M- 12.01% |
$227M - $259M
|
49.2M
$1.78B
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-362K- 46.1% |
$12.3M - $13.9M
|
423K
$15.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.7K- 55.35% |
$2.36M - $2.68M
|
56.2K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61K- 9.1% |
$2.06M - $2.35M
|
609K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60.9K- 24.16% |
$2.06M - $2.34M
|
191K
$6.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.5K- 19.13% |
$660K - $751K
|
82.5K
$2.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-18.8K- 7.35% |
$636K - $723K
|
237K
$8.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18K- 7.82% |
$610K - $694K
|
212K
$7.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13.8K- 91.09% |
$468K - $533K
|
1.35K
$48.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13.3K- 2.83% |
$449K - $510K
|
455K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9.56K- 5.14% |
$323K - $368K
|
176K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.54K- 21.33% |
$289K - $329K
|
31.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.02K- 28.85% |
$271K - $309K
|
19.8K
$716K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.93K- 4.52% |
$268K - $305K
|
168K
$6.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.91K- 58.92% |
$268K - $304K
|
5.51K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.08K- 11.44% |
$240K - $273K
|
54.8K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.05K- 9.89% |
$205K - $233K
|
55.1K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.36K- 42.21% |
$181K - $206K
|
7.34K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.36K- 2.96% |
$148K - $168K
|
143K
$5.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.14K- 1.79% |
$140K - $160K
|
227K
$8.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.08K- 42.96% |
$138K - $157K
|
5.41K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.97K- 10.93% |
$134K - $153K
|
32.3K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.84K- 5.67% |
$130K - $148K
|
63.9K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.76K- 19.33% |
$127K - $145K
|
15.7K
$568K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.36K- 87.11% |
$114K - $129K
|
497
$18K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.35K- 16.57% |
$113K - $129K
|
16.9K
$610K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.13K- 10.95% |
$106K - $121K
|
25.5K
$922K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.98K- 20.25% |
$101K - $115K
|
11.7K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 90.0% |
$82K - $93.2K
|
269
$9.73K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.4K- 3.51% |
$81.2K - $92.4K
|
65.9K
$2.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.36K- 27.29% |
$79.8K - $90.7K
|
6.28K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.35K- 5.43% |
$79.4K - $90.3K
|
40.8K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.31K- 38.74% |
$78.2K - $88.9K
|
3.65K
$132K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22K- 8.47% |
$75.2K - $85.5K
|
24K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.08K- 0.57% |
$70.4K - $80.1K
|
365K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.93K- 21.28% |
$65.2K - $74.2K
|
7.13K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.88K- 2.33% |
$63.6K - $72.3K
|
78.9K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.79K- 2.58% |
$60.5K - $68.8K
|
67.5K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.4K- 2.64% |
$47.3K - $53.8K
|
51.5K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.34K- 90.81% |
$45.5K - $51.7K
|
136
$4.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.31K- 0.61% |
$44.2K - $50.3K
|
212K
$7.67M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.09K- 4.29% |
$36.8K - $41.8K
|
24.2K
$877K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.06K- 4.65% |
$35.7K - $40.7K
|
21.6K
$783K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 9.48% |
$33.9K - $38.5K
|
9.55K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-998- 10.72% |
$33.8K - $38.4K
|
8.31K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-911- 94.11% |
$30.8K - $35.1K
|
57
$2.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-812- 5.7% |
$27.5K - $31.3K
|
13.4K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-696- 25.48% |
$23.6K - $26.8K
|
2.04K
$73.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-617- 5.19% |
$20.9K - $23.8K
|
11.3K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-595- 97.06% |
$20.1K - $22.9K
|
18
$651
|