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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.85K- 5.13% |
$92.8K - $102K
|
52.7K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
446+ 0.6% |
$14.5K - $15.9K
|
74.7K
$2.49M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
58New |
$1.89K - $2.07K
|
58
$1.93K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
119New |
$3.88K - $4.24K
|
119
$3.97K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.5K- 20.21% |
$81.6K - $89.3K
|
9.89K
$329K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
991New |
$32.3K - $35.3K
|
991
$33K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.32KNew |
$206K - $225K
|
6.32K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.61K- 1.83% |
$281K - $307K
|
463K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.4KNew |
$631K - $691K
|
19.4K
$646K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.79KNew |
$189K - $206K
|
5.79K
$193K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
209New |
$6.81K - $7.45K
|
209
$6.96K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.1KNew |
$68.5K - $74.9K
|
2.1K
$70K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.68K+ 38.86% |
$153K - $167K
|
16.7K
$558K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.23K+ 41.99% |
$170K - $186K
|
17.7K
$589K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
401New |
$13.1K - $14.3K
|
401
$13.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-58- 3.4% |
$1.89K - $2.07K
|
1.65K
$54.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
218+ 19.04% |
$7.1K - $7.77K
|
1.36K
$45.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
88+ 18.68% |
$2.87K - $3.14K
|
559
$18.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1.29K+ 378.24% |
$41.9K - $45.8K
|
1.63K
$54.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-92- 1.55% |
$3K - $3.28K
|
5.86K
$195K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
965New |
$31.4K - $34.4K
|
965
$32.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
132New |
$4.3K - $4.71K
|
132
$4.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
168New |
$5.48K - $5.99K
|
168
$5.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
247New |
$8.05K - $8.81K
|
247
$8.23K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.04% |
$130 - $143
|
10.4K
$345K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.42K- 50.68% |
$209K - $229K
|
6.25K
$208K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.62KNew |
$183K - $200K
|
5.62K
$187K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.2K- 91.91% |
$71.8K - $78.6K
|
194
$6.46K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
6.26KNew |
$204K - $223K
|
6.26K
$208K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
482+ 5.01% |
$15.7K - $17.2K
|
10.1K
$337K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
226+ 2.39% |
$7.37K - $8.06K
|
9.69K
$323K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-466- 16.62% |
$15.2K - $16.6K
|
2.34K
$77.9K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-101K- 35.75% |
$3.28M - $3.58M
|
181K
$6.02M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-136- 47.06% |
$4.43K - $4.85K
|
153
$5.1K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
195New |
$5.89K - $6.59K
|
195
$6.5K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$302 - $338
|
10
$333
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
762New |
$23K - $25.7K
|
762
$25.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
8.34KNew |
$252K - $282K
|
8.34K
$278K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.01KNew |
$30.7K - $34.2K
|
1.01K
$33.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.08KNew |
$32.6K - $36.4K
|
1.08K
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-588- 24.09% |
$17.8K - $19.9K
|
1.85K
$61.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20K+ 57.09% |
$605K - $676K
|
55.1K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.49KNew |
$45.1K - $50.4K
|
1.49K
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
72+ 122.03% |
$2.18K - $2.43K
|
131
$4.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.5KNew |
$377K - $421K
|
12.5K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.77K- 17.26% |
$53.6K - $59.8K
|
8.49K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
40New |
$1.21K - $1.35K
|
40
$1.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-204- 99.51% |
$6.17K - $6.89K
|
1
$33.3
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20New |
$605 - $675
|
20
$666
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
482KNew |
$14.6M - $16.3M
|
482K
$16M
|
|