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 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
58New |
$1.89K - $2.07K
|
58
$2.16K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
991New |
$32.3K - $35.3K
|
991
$36.9K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
119New |
$3.88K - $4.24K
|
119
$4.43K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.5K- 20.21% |
$81.6K - $89.3K
|
9.89K
$368K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.32KNew |
$206K - $225K
|
6.32K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.61K- 1.83% |
$281K - $307K
|
463K
$17.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.4KNew |
$631K - $691K
|
19.4K
$721K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.79KNew |
$189K - $206K
|
5.79K
$215K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
209New |
$6.81K - $7.45K
|
209
$7.78K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.23K+ 41.99% |
$170K - $186K
|
17.7K
$658K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.68K+ 38.86% |
$153K - $167K
|
16.7K
$623K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-58- 3.4% |
$1.89K - $2.07K
|
1.65K
$61.3K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
401New |
$13.1K - $14.3K
|
401
$14.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
88+ 18.68% |
$2.87K - $3.14K
|
559
$20.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
965New |
$31.4K - $34.4K
|
965
$35.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
132New |
$4.3K - $4.71K
|
132
$4.91K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
168New |
$5.48K - $5.99K
|
168
$6.25K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
247New |
$8.05K - $8.81K
|
247
$9.19K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.04% |
$130 - $143
|
10.4K
$386K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.62KNew |
$183K - $200K
|
5.62K
$209K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.42K- 50.68% |
$209K - $229K
|
6.25K
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
6.26KNew |
$204K - $223K
|
6.26K
$233K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-101K- 35.75% |
$3.28M - $3.58M
|
181K
$6.72M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-136- 47.06% |
$4.43K - $4.85K
|
153
$5.69K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
195New |
$5.89K - $6.59K
|
195
$7.26K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$302 - $338
|
10
$372
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
762New |
$23K - $25.7K
|
762
$28.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
8.34KNew |
$252K - $282K
|
8.34K
$310K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.01KNew |
$30.7K - $34.2K
|
1.01K
$37.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.08KNew |
$32.6K - $36.4K
|
1.08K
$40.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
72+ 122.03% |
$2.18K - $2.43K
|
131
$4.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.49KNew |
$45.1K - $50.4K
|
1.49K
$55.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-588- 24.09% |
$17.8K - $19.9K
|
1.85K
$69K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.5KNew |
$377K - $421K
|
12.5K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
40New |
$1.21K - $1.35K
|
40
$1.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-204- 99.51% |
$6.17K - $6.89K
|
1
$37.2
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
482KNew |
$14.6M - $16.3M
|
482K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.38K+ 6.85% |
$163K - $182K
|
84K
$3.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10.9KNew |
$330K - $368K
|
10.9K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
283New |
$8.56K - $9.56K
|
283
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.04KNew |
$122K - $136K
|
4.04K
$150K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.8K- 37.57% |
$145K - $162K
|
7.98K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-65- 0.83% |
$1.96K - $2.2K
|
7.74K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
440+ 0.47% |
$13.3K - $14.9K
|
94.6K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-198- 2.39% |
$5.99K - $6.69K
|
8.08K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.1KNew |
$33.4K - $37.3K
|
1.1K
$41.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
34+ 2.39% |
$1.03K - $1.15K
|
1.45K
$54.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$13.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.54KNew |
$258K - $288K
|
8.54K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.04KNew |
$213K - $238K
|
7.04K
$262K
|
|