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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
59New |
$1.94K - $2.19K
|
59
$2.37K
|
|
| Q3 2024 | |||||||
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.61K+ 0.57% |
$54K - $60.5K
|
284K
$11.4M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.51KNew |
$185K - $208K
|
5.51K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.83K- 14.66% |
$61.4K - $68.8K
|
10.6K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
19KNew |
$641K - $718K
|
19K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-142K- 97.82% |
$4.79M - $5.37M
|
3.17K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-298- 84.9% |
$10K - $11.2K
|
53
$2.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.79KNew |
$60.3K - $67.5K
|
1.79K
$71.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
127New |
$4.28K - $4.79K
|
127
$5.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.53KNew |
$186K - $208K
|
5.53K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.3K+ 63.18% |
$1.22M - $1.37M
|
93.7K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.53KNew |
$186K - $208K
|
5.53K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
35K+ 455.81% |
$1.18M - $1.32M
|
42.7K
$1.72M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.75KNew |
$92.6K - $104K
|
2.75K
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
181+ 0.79% |
$6.09K - $6.83K
|
23K
$925K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31New |
$1.04K - $1.17K
|
31
$1.24K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.41KNew |
$182K - $204K
|
5.41K
$217K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.64K+ 26.92% |
$55.1K - $61.7K
|
7.71K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.26K- 35.5% |
$143K - $161K
|
7.73K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$382K - $428K
|
11.4K
$456K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
541New |
$18.2K - $20.4K
|
541
$21.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
741+ 7.73% |
$24.9K - $27.9K
|
10.3K
$415K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
11.2KNew |
$375K - $420K
|
11.2K
$448K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.81KNew |
$196K - $219K
|
5.81K
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.75KNew |
$92.4K - $104K
|
2.75K
$110K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.16K- 17.35% |
$39.1K - $43.8K
|
5.53K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
7.96KNew |
$268K - $300K
|
7.96K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
281New |
$9.46K - $10.6K
|
281
$11.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.58K- 1.32% |
$53K - $59.4K
|
118K
$4.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23New |
$774 - $867
|
23
$924
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
744New |
$25.1K - $28.1K
|
744
$29.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.7K+ 4.17% |
$392K - $439K
|
291K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
452+ 99.78% |
$15.2K - $17K
|
905
$36.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33New |
$1.11K - $1.24K
|
33
$1.33K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.27K- 2.0% |
$76.6K - $85.8K
|
111K
$4.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-73- 0.53% |
$2.46K - $2.75K
|
13.7K
$548K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.55KNew |
$254K - $285K
|
7.55K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 18.25% |
$41.4K - $46.3K
|
5.51K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
416+ 54.1% |
$14K - $15.7K
|
1.19K
$47.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.68K- 18.49% |
$56.6K - $63.4K
|
7.41K
$297K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
604New |
$20.3K - $22.8K
|
604
$24.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
73New |
$2.46K - $2.75K
|
73
$2.93K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.42K+ 0.67% |
$47.8K - $53.5K
|
212K
$8.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.55K+ 1.68% |
$254K - $285K
|
458K
$18.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
414New |
$13.9K - $15.6K
|
414
$16.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-701- 5.8% |
$23.6K - $26.4K
|
11.4K
$457K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-76- 19.05% |
$2.56K - $2.87K
|
323
$13K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.62KNew |
$257K - $287K
|
7.62K
$306K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
494New |
$16.6K - $18.6K
|
494
$19.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-669- 3.83% |
$22.5K - $25.2K
|
16.8K
$674K
|
|