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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-161- 0.44% |
$5.46K - $6.12K
|
36.8K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-135- 22.73% |
$4.58K - $5.13K
|
459
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-100- 6.64% |
$3.39K - $3.8K
|
1.41K
$50.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42Closed |
$1.42K - $1.6K
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 23.08% |
$305 - $342
|
30
$1.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-6- 6.9% |
$204 - $228
|
81
$2.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 30.0% |
$102 - $114
|
7
$250
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1- 0.01% |
$33.9 - $38
|
9.25K
$330K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.5K- 19.13% |
$660K - $751K
|
82.5K
$2.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.36K- 2.96% |
$148K - $168K
|
143K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.84K- 5.67% |
$130K - $148K
|
63.9K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.36K- 87.11% |
$114K - $129K
|
497
$17.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.34K- 90.81% |
$45.5K - $51.7K
|
136
$4.86K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.09K- 4.29% |
$36.8K - $41.8K
|
24.2K
$866K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 9.48% |
$33.9K - $38.5K
|
9.55K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-696- 25.48% |
$23.6K - $26.8K
|
2.04K
$72.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-595- 97.06% |
$20.1K - $22.9K
|
18
$643
|
|
|
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
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-270- 36.54% |
$9.14K - $10.4K
|
469
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-208- 87.03% |
$7.04K - $8.01K
|
31
$1.11K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-53- 17.79% |
$1.79K - $2.04K
|
245
$8.75K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50- 19.69% |
$1.69K - $1.93K
|
204
$7.29K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-9- 1.84% |
$305 - $347
|
481
$17.2K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.34K- 40.31% |
$147K - $157K
|
6.42K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.08K- 1.33% |
$70.6K - $75.2K
|
154K
$5.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-756- 9.55% |
$25.7K - $27.3K
|
7.16K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-121- 1.63% |
$4.11K - $4.38K
|
7.3K
$261K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-100- 0.31% |
$3.4K - $3.62K
|
32.1K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-40- 6.56% |
$1.36K - $1.45K
|
570
$20.4K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.24K- 2.66% |
$240K - $258K
|
264K
$9.45M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-306- 73.03% |
$10.2K - $10.9K
|
113
$4.04K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-238- 36.45% |
$7.9K - $8.47K
|
415
$14.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-158- 19.39% |
$5.25K - $5.62K
|
657
$23.5K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-55- 42.31% |
$1.83K - $1.96K
|
75
$2.68K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41- 44.09% |
$1.36K - $1.46K
|
52
$1.86K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 22.02% |
$797 - $854
|
85
$3.04K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-54.2K- 30.07% |
$1.64M - $1.89M
|
126K
$4.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-732- 3.8% |
$22.1K - $25.5K
|
18.5K
$661K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-690- 97.87% |
$20.9K - $24.1K
|
15
$536
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-629- 8.6% |
$19K - $21.9K
|
6.68K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-486- 2.75% |
$14.7K - $16.9K
|
17.2K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-176- 21.7% |
$5.32K - $6.14K
|
635
$22.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-176- 21.7% |
$5.32K - $6.14K
|
635
$22.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-97- 17.11% |
$2.93K - $3.38K
|
470
$16.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.7K- 61.67% |
$376K - $407K
|
7.29K
$260K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.89K- 34.33% |
$157K - $170K
|
9.35K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-211- 58.77% |
$6.77K - $7.33K
|
148
$5.29K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-139Closed |
$4.46K - $4.83K
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-101- 74.26% |
$3.24K - $3.51K
|
35
$1.25K
|
|