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 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.2KClosed |
$38.1K - $40.6K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-7.34KClosed |
$233K - $248K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
9.01KNew |
$286K - $304K
|
9.01K
$362K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-1KClosed |
$31.8K - $33.8K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-594Closed |
$18.9K - $20.1K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$540 - $575
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-188Closed |
$5.97K - $6.35K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
319New |
$10.1K - $10.8K
|
319
$12.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-58- 50.0% |
$1.84K - $1.96K
|
58
$2.33K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4.06KClosed |
$129K - $137K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-40Closed |
$1.3K - $1.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.2MClosed |
$136M - $147M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-674Closed |
$21.9K - $23.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-92Closed |
$2.98K - $3.21K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.42KClosed |
$78.3K - $84.4K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-6.59KClosed |
$214K - $230K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-17Closed |
$551 - $594
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-17Closed |
$551 - $594
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1KClosed |
$32.5K - $35.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
884New |
$26K - $28.9K
|
884
$35.5K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-181Closed |
$5.32K - $5.92K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
187New |
$5.5K - $6.11K
|
187
$7.51K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
268+ 76.57% |
$7.88K - $8.76K
|
618
$24.8K
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
361New |
$10.6K - $11.8K
|
361
$14.5K
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.57KClosed |
$75.4K - $83.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-286Closed |
$6.8K - $8.44K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.1MClosed |
$26.2M - $32.5M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.67KClosed |
$39.8K - $49.4K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.9KClosed |
$259K - $322K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Jun 17, 2024
Q3 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8.78KClosed |
$208K - $226K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-752Closed |
$17.9K - $19.4K
|
0
$0
|
|
|
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
$175K
|
|
|
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 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 12, 2020
Q1 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.7KClosed |
$140K - $225K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-32.7KClosed |
$595K - $955K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-19.3KClosed |
$351K - $564K
|
0
$0
|
|