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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-145K- 94.46% |
$4.94M - $5.26M
|
8.54K
$314K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-64.7K- 30.48% |
$2.2M - $2.34M
|
147K
$5.43M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61.6K- 8.42% |
$2.09M - $2.23M
|
670K
$24.7M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-34.5K- 11.88% |
$1.17M - $1.25M
|
256K
$9.41M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.1K- 14.33% |
$715K - $762K
|
126K
$4.63M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.2K- 5.33% |
$482K - $513K
|
252K
$9.27M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.56K- 47.68% |
$325K - $346K
|
10.5K
$386K
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-8.03K- 11.6% |
$273K - $290K
|
61.2K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8K- 9.58% |
$272K - $289K
|
75.5K
$2.78M
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-7.9K- 21.63% |
$268K - $286K
|
28.6K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.46K- 1.73% |
$219K - $234K
|
367K
$13.5M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.9K- 29.27% |
$200K - $213K
|
14.3K
$524K
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-5.42K- 2.35% |
$184K - $196K
|
225K
$8.28M
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.34K- 40.31% |
$147K - $157K
|
6.42K
$236K
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.18K- 6.41% |
$142K - $151K
|
61K
$2.24M
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.99K- 39.96% |
$135K - $144K
|
5.99K
$220K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3.11K- 64.75% |
$106K - $113K
|
1.69K
$62.3K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.99K- 9.7% |
$101K - $108K
|
27.8K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.57K- 1.19% |
$87.4K - $93K
|
213K
$7.85M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.53K- 22.62% |
$85.8K - $91.3K
|
8.64K
$318K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.38K- 76.33% |
$81K - $86.2K
|
739
$27.2K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.08K- 1.33% |
$70.6K - $75.2K
|
154K
$5.66M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.05K- 67.88% |
$69.5K - $74K
|
968
$35.6K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2K- 13.31% |
$67.8K - $72.2K
|
13K
$478K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.78K- 2.79% |
$60.3K - $64.2K
|
61.9K
$2.28M
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.73K- 1.98% |
$58.7K - $62.5K
|
85.5K
$3.15M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.58K- 21.59% |
$53.6K - $57.1K
|
5.73K
$211K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-1.57K- 5.84% |
$53.3K - $56.8K
|
25.3K
$931K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.45K- 29.95% |
$49.2K - $52.3K
|
3.39K
$125K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.41K- 0.78% |
$47.8K - $50.8K
|
180K
$6.61M
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.26K- 71.98% |
$42.8K - $45.5K
|
490
$18K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.17K- 52.02% |
$39.7K - $42.3K
|
1.08K
$39.7K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.03K- 1.49% |
$35.1K - $37.4K
|
68.3K
$2.51M
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-920- 1.31% |
$31.3K - $33.3K
|
69.3K
$2.55M
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-820- 8.1% |
$27.9K - $29.7K
|
9.31K
$342K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-756- 9.55% |
$25.7K - $27.3K
|
7.16K
$264K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-631- 1.44% |
$21.4K - $22.8K
|
43.2K
$1.59M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-565- 12.74% |
$19.2K - $20.4K
|
3.87K
$142K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-362- 35.91% |
$12.3K - $13.1K
|
646
$23.8K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-355- 1.34% |
$12.1K - $12.8K
|
26.2K
$965K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-347- 0.92% |
$11.8K - $12.5K
|
37.4K
$1.38M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-287- 0.78% |
$9.75K - $10.4K
|
36.3K
$1.34M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-282- 3.03% |
$9.58K - $10.2K
|
9.03K
$332K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-259- 2.66% |
$8.8K - $9.37K
|
9.49K
$349K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-243- 2.06% |
$8.25K - $8.79K
|
11.5K
$425K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-205- 1.28% |
$6.96K - $7.41K
|
15.8K
$583K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-181- 0.87% |
$6.15K - $6.54K
|
20.5K
$756K
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-121- 1.63% |
$4.11K - $4.38K
|
7.3K
$269K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-104- 36.49% |
$3.53K - $3.76K
|
181
$6.66K
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-100- 0.31% |
$3.4K - $3.62K
|
32.1K
$1.18M
|