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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
333+ 3.43% |
$11.2K - $12.6K
|
10K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.7K+ 5.36% |
$57.4K - $64.3K
|
33.5K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 0.83% |
$202 - $226
|
732
$24.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
71K+ 3.03% |
$2.39M - $2.68M
|
2.41M
$80.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.1K- 13.18% |
$37K - $41.4K
|
7.23K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
658+ 1.07% |
$22.2K - $24.8K
|
62K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
452+ 99.78% |
$15.2K - $17K
|
905
$30.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-118K- 16.39% |
$3.96M - $4.44M
|
600K
$20M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33New |
$1.11K - $1.24K
|
33
$1.1K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.8K- 15.72% |
$94.3K - $106K
|
15K
$500K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
15.5K+ 5.38% |
$523K - $586K
|
305K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.27K- 2.0% |
$76.6K - $85.8K
|
111K
$3.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.1K+ 1.61% |
$340K - $381K
|
636K
$21.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15.7K+ 61.11% |
$530K - $593K
|
41.5K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
93+ 0.62% |
$3.13K - $3.51K
|
15K
$501K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.3K+ 32.19% |
$1.12M - $1.26M
|
137K
$4.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
271+ 3.43% |
$9.12K - $10.2K
|
8.17K
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 4.0% |
$1.1M - $1.23M
|
850K
$28.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.97K+ 1.78% |
$235K - $263K
|
399K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.6K+ 225.33% |
$426K - $477K
|
18.2K
$609K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8.75K+ 1.52% |
$295K - $330K
|
583K
$19.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-275- 0.79% |
$9.26K - $10.4K
|
34.6K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
66+ 0.91% |
$2.22K - $2.49K
|
7.33K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
179+ 2.54% |
$6.03K - $6.75K
|
7.23K
$241K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.62K- 2.55% |
$88.1K - $98.7K
|
100K
$3.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 22.69% |
$108K - $121K
|
11K
$365K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
35.9K+ 7.31% |
$1.21M - $1.35M
|
526K
$17.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.67K+ 7.28% |
$326K - $365K
|
142K
$4.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-623- 25.12% |
$21K - $23.5K
|
1.86K
$61.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.8K- 5.22% |
$396K - $443K
|
214K
$7.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.23K+ 57687.5% |
$311K - $348K
|
9.25K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
86+ 0.59% |
$2.9K - $3.24K
|
14.8K
$492K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-130- 1.96% |
$4.38K - $4.9K
|
6.51K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.38K+ 10.92% |
$80.2K - $89.9K
|
24.2K
$808K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.1K+ 16.28% |
$408K - $457K
|
86.6K
$2.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.92K- 13.9% |
$199K - $223K
|
36.7K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6.39K+ 2.81% |
$215K - $241K
|
234K
$7.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-572- 6.31% |
$19.3K - $21.6K
|
8.49K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-73- 0.53% |
$2.46K - $2.75K
|
13.7K
$455K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
54.5KNew |
$1.84M - $2.06M
|
54.5K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-411- 0.21% |
$13.8K - $15.5K
|
192K
$6.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 18.25% |
$41.4K - $46.3K
|
5.51K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.89K- 64.39% |
$97.3K - $109K
|
1.6K
$53.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.55KNew |
$254K - $285K
|
7.55K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7- 0.03% |
$236 - $264
|
21.3K
$709K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
581New |
$19.6K - $21.9K
|
581
$19.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-10.9K- 3.03% |
$368K - $412K
|
350K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15.6K- 87.05% |
$525K - $588K
|
2.32K
$77.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.19K- 0.72% |
$40K - $44.8K
|
165K
$5.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
16.1K+ 2.23% |
$541K - $605K
|
735K
$24.5M
|