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 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
193+ 1.23% |
$6.5K - $7.28K
|
15.9K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.2K+ 138.39% |
$411K - $460K
|
21K
$701K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70K+ 8.97% |
$2.36M - $2.64M
|
850K
$28.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13.9K+ 2.22% |
$467K - $523K
|
639K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.13K- 11.13% |
$38.1K - $42.7K
|
9.03K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
44+ 2200.0% |
$1.48K - $1.66K
|
46
$1.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.73K+ 1.0% |
$327K - $367K
|
980K
$32.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.2K- 11.38% |
$73.9K - $82.8K
|
17.1K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.2K+ 4.47% |
$1.12M - $1.25M
|
775K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.53KNew |
$186K - $208K
|
5.53K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
730K+ 647.68% |
$24.6M - $27.5M
|
843K
$28.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.62K+ 10.43% |
$189K - $212K
|
59.4K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
503K+ 13.31% |
$16.9M - $19M
|
4.28M
$143M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.76KNew |
$228K - $255K
|
6.76K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.17K+ 4.31% |
$39.5K - $44.2K
|
28.4K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.87K+ 1.53% |
$197K - $221K
|
390K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-351- 0.61% |
$11.8K - $13.2K
|
57.2K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
319+ 0.75% |
$10.7K - $12K
|
42.6K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-55.3K- 2.88% |
$1.86M - $2.09M
|
1.87M
$62.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.56K- 17.96% |
$288K - $323K
|
39.1K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.7K+ 2.33% |
$192K - $215K
|
250K
$8.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17.1K+ 25.94% |
$574K - $643K
|
82.8K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-146- 0.92% |
$4.92K - $5.51K
|
15.8K
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$886K - $993K
|
26.3K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.14KNew |
$240K - $269K
|
7.14K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 1.39% |
$606 - $679
|
1.28K
$42.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-16K- 71.9% |
$540K - $605K
|
6.27K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.8K+ 51.57% |
$330K - $370K
|
28.8K
$961K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-192- 2.89% |
$6.46K - $7.24K
|
6.45K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.54M+ 1.13% |
$51.9M - $58.1M
|
138M
$4.6B
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33.9K+ 8.28% |
$1.14M - $1.28M
|
443K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
767New |
$25.8K - $28.9K
|
767
$25.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.2K- 8.9% |
$444K - $497K
|
135K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.43K+ 24.86% |
$149K - $167K
|
22.2K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-113K- 3.34% |
$3.8M - $4.26M
|
3.27M
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-13.3K- 4.7% |
$448K - $502K
|
270K
$9.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.46K+ 2.29% |
$184K - $206K
|
244K
$8.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.53KNew |
$186K - $208K
|
5.53K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.92K+ 4.62% |
$267K - $299K
|
179K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
339New |
$11.4K - $12.8K
|
339
$11.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
35K+ 455.81% |
$1.18M - $1.32M
|
42.7K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 324.83% |
$358K - $401K
|
13.9K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
82.9K+ 7.43% |
$2.79M - $3.12M
|
1.2M
$40M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.6K+ 8.57% |
$155K - $173K
|
58.3K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.31K+ 60.86% |
$212K - $238K
|
16.7K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
128+ 0.91% |
$4.31K - $4.83K
|
14.2K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.03K+ 2.32% |
$169K - $190K
|
222K
$7.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-698- 6.09% |
$23.5K - $26.3K
|
10.8K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.98KNew |
$336K - $376K
|
9.98K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
43+ 0.35% |
$1.45K - $1.62K
|
12.3K
$409K
|