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 |
---|---|---|---|---|---|---|---|
Nov 12, 2020
Q3 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.4KClosed |
$248K - $269K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-260Closed |
$6.17K - $6.7K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-584Closed |
$13.9K - $15.1K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-616Closed |
$14.6K - $15.9K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-46Closed |
$1.09K - $1.19K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-12Closed |
$285 - $309
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-736- 14.45% |
$14.7K - $19K
|
4.36K
$164K
|
|
Aug 14, 2020
Q2 2020
|
Destination Wealth Management
|
SELL
|
- |
-10.9KClosed |
$218K - $281K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1Closed |
$20 - $25.8
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-26.8KClosed |
$536K - $691K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.14KClosed |
$62.8K - $80.9K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
44New |
$879 - $1.13K
|
44
$1.65K
|
|
Jul 21, 2020
Q2 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-30KClosed |
$599K - $772K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5KClosed |
$99.9K - $129K
|
0
$0
|
|
Q1 2020 | |||||||
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-471Closed |
$8.57K - $13.8K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-10.7KClosed |
$195K - $313K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23Closed |
$419 - $672
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-118Closed |
$2.15K - $3.45K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16.5KClosed |
$301K - $483K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-32.7KClosed |
$595K - $955K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.7KClosed |
$140K - $225K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-975- 0.4% |
$17.7K - $28.5K
|
243K
$9.11M
|
|
May 11, 2020
Q1 2020
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-19.3KClosed |
$351K - $564K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-11.5KClosed |
$209K - $335K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Retirement Planning Group
|
SELL
|
- |
-18.4KClosed |
$335K - $538K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-336Closed |
$6.12K - $9.81K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.5KClosed |
$45.5K - $73K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-37.8KClosed |
$688K - $1.1M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127Closed |
$2.31K - $3.71K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-8.77KClosed |
$160K - $256K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-10KClosed |
$182K - $292K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-6KClosed |
$109K - $175K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.58KClosed |
$156K - $251K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
SELL
|
- |
-1.21KClosed |
$22K - $35.3K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-27.1KClosed |
$493K - $790K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-73.6KClosed |
$1.34M - $2.15M
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-13.8KClosed |
$251K - $403K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-8.03KClosed |
$146K - $235K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.51K- 12.36% |
$147K - $161K
|
39.1K
$1.47M
|
|
Feb 12, 2020
Q4 2019
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12.1KNew |
$325K - $354K
|
12.1K
$456K
|
|
Feb 10, 2020
Q4 2019
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-9.6KClosed |
$257K - $280K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-7.95KClosed |
$212K - $231K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.52KClosed |
$40.6K - $44.2K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-47Closed |
$1.26K - $1.37K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$107 - $116
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-36.5KClosed |
$976K - $1.06M
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-780Closed |
$20.8K - $22.7K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Burleson & Company, LLC
|
SELL
|
- |
-11.9KClosed |
$324K - $332K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$443K - $455K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
3.5KNew |
$95.2K - $97.7K
|
3.5K
$131K
|