Latest Institutional Transactions on Schwab Fundamental Intl Large (FNDF)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.6K+ 103.27% |
$1.53M - $1.72M
|
89.7K
$2.99M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
641+ 11.07% |
$21.6K - $24.2K
|
6.43K
$214K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.61K+ 0.57% |
$54K - $60.5K
|
284K
$9.48M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.51KNew |
$185K - $208K
|
5.51K
$184K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-23.3K- 8.9% |
$785K - $879K
|
238K
$7.95M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.39K+ 3.23% |
$182K - $203K
|
172K
$5.74M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27KNew |
$908K - $1.02M
|
27K
$899K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
17+ 0.56% |
$572 - $641
|
3.08K
$103K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
59.8K+ 496.42% |
$2.01M - $2.26M
|
71.8K
$2.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.38K+ 0.54% |
$46.5K - $52.1K
|
257K
$8.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
30.3KNew |
$1.02M - $1.14M
|
30.3K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.73K+ 21.32% |
$91.8K - $103K
|
15.5K
$517K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
187+ 11.29% |
$6.3K - $7.05K
|
1.84K
$61.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-105K- 6.5% |
$3.53M - $3.95M
|
1.51M
$50.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.9K- 6.51% |
$1.04M - $1.16M
|
443K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
4.49K+ 1.14% |
$151K - $169K
|
397K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-58.7K- 19.39% |
$1.98M - $2.22M
|
244K
$8.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-191- 5.17% |
$6.43K - $7.2K
|
3.5K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
265K+ 4101.53% |
$8.93M - $10M
|
272K
$9.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.6K+ 35.11% |
$490K - $549K
|
56K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.4K+ 3.02% |
$889K - $995K
|
900K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-883- 1.13% |
$29.7K - $33.3K
|
77.1K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.87K+ 13.89% |
$198K - $221K
|
48.1K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-13.9K- 6.29% |
$469K - $525K
|
207K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
189+ 2.28% |
$6.36K - $7.13K
|
8.48K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
24.5K+ 4.01% |
$824K - $923K
|
636K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.6K+ 102.33% |
$626K - $701K
|
36.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.2K+ 14.9% |
$479K - $536K
|
110K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.84K- 2.38% |
$95.7K - $107K
|
117K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
39.5KNew |
$1.33M - $1.49M
|
39.5K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
71+ 0.95% |
$2.39K - $2.68K
|
7.53K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
48.8K+ 120.31% |
$1.64M - $1.84M
|
89.3K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
310New |
$10.4K - $11.7K
|
310
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
634New |
$21.3K - $23.9K
|
634
$21.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 5.83% |
$184K - $206K
|
88.3K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.07K+ 11.19% |
$36.1K - $40.4K
|
10.6K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.15K- 4.58% |
$173K - $194K
|
107K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.05K- 6.17% |
$35.4K - $39.7K
|
16K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.05KNew |
$237K - $266K
|
7.05K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-550- 2.14% |
$18.5K - $20.7K
|
25.2K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.5K+ 0.87% |
$422K - $472K
|
1.46M
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.16K- 12.59% |
$106K - $119K
|
21.9K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-430- 5.58% |
$14.5K - $16.2K
|
7.28K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.99K+ 14.78% |
$101K - $113K
|
23.2K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.4K- 1.77% |
$2.17M - $2.43M
|
3.57M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 1.71% |
$67.3 - $75.4
|
119
$3.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.2K+ 88.45% |
$1.09M - $1.22M
|
68.7K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.12K- 4.41% |
$71.3K - $79.9K
|
45.9K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.9K+ 3.71% |
$435K - $487K
|
360K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.13K- 1.84% |
$38.1K - $42.7K
|
60.2K
$2.01M
|