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 11, 2020
Q1 2020
|
Roof Eidam & Maycock
|
SELL
|
- |
-975- 0.4% |
$17.7K - $28.5K
|
243K
$9.74M
|
|
|
May 05, 2020
Q1 2020
|
Retirement Planning Group
|
SELL
|
- |
-18.4KClosed |
$335K - $538K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-11.5KClosed |
$209K - $335K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-336Closed |
$6.12K - $9.81K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-37.8KClosed |
$688K - $1.1M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.5KClosed |
$45.5K - $73K
|
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
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-13.8KClosed |
$251K - $403K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-73.6KClosed |
$1.34M - $2.15M
|
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
$1.57M
|
|
|
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
$141K
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-243Closed |
$6.61K - $6.78K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Manchester Financial Inc
|
SELL
|
- |
-28Closed |
$762 - $782
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.54KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-89.5KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.81KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-3.44KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-9.86KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-336Closed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Eidelman Virant Capital
|
SELL
|
- |
-15.5KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-257Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-64Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-345Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 20, 2019
Q4 2018
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.53KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
69.6KNew |
N/A
|
69.6K
$2.8M
|
|
|
Feb 13, 2019
Q4 2018
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-45.9KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-185KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-210Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17.4KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-8.1KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
West Coast Financial LLC
|
SELL
|
- |
-7.04KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-32KClosed |
N/A
|
0
$0
|
|