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 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-15Closed |
$452 - $537
|
0
$0
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9Closed |
$271 - $322
|
0
$0
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.8KClosed |
$226K - $258K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.6KClosed |
$219K - $251K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.54KClosed |
$184K - $211K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.81KClosed |
$93.4K - $107K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.24KClosed |
$41.2K - $47.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-886- 4.81% |
$29.5K - $33.7K
|
17.5K
$737K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-224Closed |
$7.45K - $8.51K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$6.65K - $7.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-193Closed |
$6.42K - $7.33K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-182Closed |
$6.05K - $6.92K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-59Closed |
$1.96K - $2.24K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-51Closed |
$1.7K - $1.94K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-45Closed |
$1.5K - $1.71K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-43Closed |
$1.43K - $1.63K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-35Closed |
$1.16K - $1.33K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-22Closed |
$731 - $836
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10Closed |
$332 - $380
|
0
$0
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-23.2KClosed |
$839K - $925K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.52KClosed |
$345K - $380K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$188K - $208K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-572Closed |
$20.7K - $22.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-181Closed |
$6.55K - $7.22K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-161Closed |
$5.83K - $6.43K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-29Closed |
$1.05K - $1.16K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-13Closed |
$471 - $519
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.95KClosed |
$339K - $364K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-6.49KClosed |
$246K - $264K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.49KClosed |
$246K - $264K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1.61KClosed |
$60.8K - $65.3K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.56KClosed |
$59.2K - $63.6K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-1.06KClosed |
$40.1K - $43K
|
0
$0
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-586Closed |
$22.2K - $23.8K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-195Closed |
$7.38K - $7.93K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$3.79K - $4.07K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-46Closed |
$1.74K - $1.87K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-25- 47.17% |
$947 - $1.02K
|
28
$1.18K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-42.4KClosed |
$1.61M - $1.73M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.71KClosed |
$254K - $274K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6.3KClosed |
$239K - $257K
|
0
$0
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4.92K- 97.33% |
$187K - $201K
|
135
$5.68K
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.82KClosed |
$69K - $74.3K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-533Closed |
$20.2K - $21.8K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-231- 96.25% |
$8.76K - $9.43K
|
9
$379
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-50Closed |
$1.9K - $2.04K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-45Closed |
$1.71K - $1.84K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-45Closed |
$1.71K - $1.84K
|
0
$0
|