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 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.7KNew |
$629K - $705K
|
18.7K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 5.03% |
$65.6K - $73.5K
|
36.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.82K+ 46.43% |
$263K - $295K
|
24.7K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
235K+ 139.46% |
$7.9M - $8.85M
|
403K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-142K- 97.82% |
$4.79M - $5.37M
|
3.17K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.45K- 10.25% |
$48.7K - $54.5K
|
12.7K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-298- 84.9% |
$10K - $11.2K
|
53
$1.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.25K- 8.28% |
$143K - $160K
|
47K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.79KNew |
$60.3K - $67.5K
|
1.79K
$59.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
122KNew |
$4.11M - $4.6M
|
122K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.89K+ 10.05% |
$232K - $260K
|
75.4K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.83K- 14.66% |
$61.4K - $68.8K
|
10.6K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
19KNew |
$641K - $718K
|
19K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73- 0.21% |
$2.46K - $2.75K
|
34.2K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.7K+ 31.38% |
$462K - $518K
|
57.5K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.57% |
$33.7 - $37.7
|
176
$5.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 2.26% |
$4.2M - $4.71M
|
5.65M
$188M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.79K+ 0.08% |
$161K - $181K
|
5.98M
$199M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
455K+ 4.4% |
$15.3M - $17.2M
|
10.8M
$360M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.6K+ 103.52% |
$593K - $664K
|
34.6K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22New |
$741 - $830
|
22
$734
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-2.43K- 1.73% |
$81.7K - $91.5K
|
138K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.45K+ 70.9% |
$150K - $168K
|
10.7K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19.1K+ 2.66% |
$643K - $720K
|
737K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.06K+ 61.28% |
$272K - $304K
|
21.2K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 1.14% |
$35.4K - $39.7K
|
91.2K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.8K+ 61.93% |
$161K - $181K
|
12.5K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.15% |
$673 - $754
|
13.4K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26K+ 1.91% |
$875K - $980K
|
1.38M
$46.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.16K- 16.59% |
$140K - $157K
|
20.9K
$697K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.5KNew |
$419K - $470K
|
12.5K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.75K+ 81.1% |
$328K - $367K
|
21.8K
$726K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
23.2K+ 1.17% |
$782K - $876K
|
2M
$66.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$407K - $455K
|
12.1K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
25+ 0.25% |
$842 - $943
|
10.2K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.77% |
$33.7 - $37.7
|
131
$4.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.17M- 98.35% |
$39.5M - $44.2M
|
19.7K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
36+ 16.44% |
$1.21K - $1.36K
|
255
$8.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
59+ 0.81% |
$1.99K - $2.22K
|
7.37K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
127New |
$4.28K - $4.79K
|
127
$4.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-79- 0.81% |
$2.66K - $2.98K
|
9.65K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
300New |
$10.1K - $11.3K
|
300
$10K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.1KNew |
$912K - $1.02M
|
27.1K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-72.8K- 1.14% |
$2.45M - $2.75M
|
6.32M
$211M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.44K+ 48.51% |
$217K - $243K
|
19.7K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.3K+ 63.18% |
$1.22M - $1.37M
|
93.7K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.85K+ 5.05% |
$95.8K - $107K
|
59.2K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.21K+ 1.58% |
$74.5K - $83.5K
|
143K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
869+ 3.45% |
$29.3K - $32.8K
|
26K
$868K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.1K+ 20.98% |
$172K - $192K
|
29.4K
$981K
|