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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-45Closed |
$1.71K - $1.84K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-15Closed |
$569 - $613
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.46KClosed |
$225K - $247K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.11KClosed |
$108K - $119K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.34KClosed |
$46.6K - $51.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.19KClosed |
$41.3K - $45.5K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.13KClosed |
$39.4K - $43.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-1.12KClosed |
$39K - $42.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-368Closed |
$12.8K - $14.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-54Closed |
$1.88K - $2.06K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-34Closed |
$1.18K - $1.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 01, 2021
Q4 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-445K- 30.77% |
$13M - $15.6M
|
1M
$42.2M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.33KClosed |
$38.6K - $46.3K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-630Closed |
$18.3K - $22K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-399Closed |
$11.6K - $13.9K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-168Closed |
$4.89K - $5.87K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-17.6KClosed |
$486K - $540K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-864Closed |
$23.8K - $26.4K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-675Closed |
$18.6K - $20.7K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-431Closed |
$11.9K - $13.2K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-334Closed |
$9.21K - $10.2K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-219Closed |
$6.04K - $6.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-131Closed |
$3.61K - $4.01K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-121Closed |
$3.34K - $3.7K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-67Closed |
$1.85K - $2.05K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-42Closed |
$1.16K - $1.29K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-41Closed |
$1.13K - $1.26K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-200KClosed |
$4.44M - $5.89M
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-21.8KClosed |
$484K - $642K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-16.8KClosed |
$373K - $495K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-11.6KClosed |
$258K - $342K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sol Capital Management CO
|
SELL
|
- |
-10.1KClosed |
$225K - $299K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.86KClosed |
$41.3K - $54.9K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-391- 90.93% |
$8.69K - $11.5K
|
39
$1.64K
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-300Closed |
$6.67K - $8.85K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-158Closed |
$3.51K - $4.66K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 09, 2020
Q1 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-343KClosed |
$7.05M - $11.5M
|
0
$0
|
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-92.4KClosed |
$1.9M - $3.09M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-65KClosed |
$1.34M - $2.18M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-38.7KClosed |
$796K - $1.3M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Lutz Financial Services LLC
|
SELL
|
- |
-28.4KClosed |
$585K - $952K
|
0
$0
|
|
|
Jun 18, 2020
Q1 2020
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-27.8KClosed |
$571K - $929K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-19.7KClosed |
$405K - $659K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-14.1KClosed |
$291K - $473K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13.5KClosed |
$277K - $451K
|
0
$0
|
|
|
May 21, 2020
Q1 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-9.77KClosed |
$201K - $327K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-9.54KClosed |
$196K - $319K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.77KClosed |
$139K - $226K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.73KClosed |
$138K - $225K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-400Closed |
$8.22K - $13.4K
|
0
$0
|
|