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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.7K- 55.35% |
$2.36M - $2.68M
|
56.2K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-61K- 9.1% |
$2.06M - $2.35M
|
609K
$21.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.5K- 19.13% |
$660K - $751K
|
82.5K
$2.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-18.8K- 7.35% |
$636K - $723K
|
237K
$8.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13.8K- 91.09% |
$468K - $533K
|
1.35K
$48.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.93K- 4.52% |
$268K - $305K
|
168K
$6.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.36K- 2.96% |
$148K - $168K
|
143K
$5.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.14K- 1.79% |
$140K - $160K
|
227K
$8.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.08K- 42.96% |
$138K - $157K
|
5.41K
$194K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.97K- 10.93% |
$134K - $153K
|
32.3K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.36K- 87.11% |
$114K - $129K
|
497
$17.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.35K- 16.57% |
$113K - $129K
|
16.9K
$604K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.13K- 10.95% |
$106K - $121K
|
25.5K
$913K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.98K- 20.25% |
$101K - $115K
|
11.7K
$420K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.42K- 90.0% |
$82K - $93.2K
|
269
$9.64K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.4K- 3.51% |
$81.2K - $92.4K
|
65.9K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.36K- 27.29% |
$79.8K - $90.7K
|
6.28K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.35K- 5.43% |
$79.4K - $90.3K
|
40.8K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.88K- 2.33% |
$63.6K - $72.3K
|
78.9K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.79K- 2.58% |
$60.5K - $68.8K
|
67.5K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.4K- 2.64% |
$47.3K - $53.8K
|
51.5K
$1.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.34K- 90.81% |
$45.5K - $51.7K
|
136
$4.87K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.09K- 4.29% |
$36.8K - $41.8K
|
24.2K
$869K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.06K- 4.65% |
$35.7K - $40.7K
|
21.6K
$776K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 9.48% |
$33.9K - $38.5K
|
9.55K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-998- 10.72% |
$33.8K - $38.4K
|
8.31K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-696- 25.48% |
$23.6K - $26.8K
|
2.04K
$72.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-459- 1.23% |
$15.5K - $17.7K
|
36.9K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-376- 39.45% |
$12.7K - $14.5K
|
577
$20.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-318- 5.31% |
$10.8K - $12.2K
|
5.67K
$203K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-310- 3.12% |
$10.5K - $11.9K
|
9.61K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-270- 36.54% |
$9.14K - $10.4K
|
469
$16.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-153- 1.74% |
$5.18K - $5.89K
|
8.63K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-94- 5.55% |
$3.18K - $3.62K
|
1.6K
$57.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-80- 1.44% |
$2.71K - $3.08K
|
5.48K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-53- 17.79% |
$1.79K - $2.04K
|
245
$8.78K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 2.39% |
$1.56K - $1.77K
|
1.88K
$67.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.18% |
$1.18K - $1.35K
|
19.6K
$702K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-26- 0.29% |
$880 - $1K
|
9K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6- 0.62% |
$203 - $231
|
962
$34.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-145K- 94.46% |
$4.94M - $5.26M
|
8.54K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.2K- 5.33% |
$482K - $513K
|
252K
$9.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.56K- 47.68% |
$325K - $346K
|
10.5K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-8.03K- 11.6% |
$273K - $290K
|
61.2K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8K- 9.58% |
$272K - $289K
|
75.5K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.46K- 1.73% |
$219K - $234K
|
367K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.9K- 29.27% |
$200K - $213K
|
14.3K
$511K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.34K- 40.31% |
$147K - $157K
|
6.42K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.99K- 9.7% |
$101K - $108K
|
27.8K
$996K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.57K- 1.19% |
$87.4K - $93K
|
213K
$7.64M
|
|